Six Months Post Launch Update
January 27, 2020
Here are some of our milestones six months after launch:
| July 8 | Pushed Phase 1 into production. UTSM CRM is officially launched! |
| July 11 | New RFI forms now track undergraduate and graduate inquiries directly into CRM. |
| September 18 | Launched a fully automated undergraduate inquiry journey through Marketing Cloud based on students who are in the inquiry stage on an undergraduate opportunity. |
| September 23 | Kicked off Phase 1.5 that focuses on expanding the Territory Management object and process. |
| October 16 | Training and onboarding kicks off for various enrollment offices including undergraduate admissions, registrar, financial aid and one stop enrollment center. |
| October 21 | Pushed Phase 1.5 into production. Recruitment can now assign opportunities based on programs, ceeb codes, EPS codes, state codes, zip codes, and any other attributes that can be derived from a field within the opportunity. |
| October 25 | Reached 160 active, 70% utilization. We have onboarded the following
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| December 2 | Posted four new positions for the UTSA CRM team |
| December 20 | Kicked-off initial working sessions with Online Programs to establish requirements for a Phase 2 implementation. |
| January 23 | Onboarded our first faculty into the CRM - Graduate Advisors of Record (GARs) within the College of Engineering. |
