CampusNexus CRM (Talisma) - Create / Modify CRM Components

Description

Development or modification of workspaces, canned responses, campaigns, web forms, reports, and rules for existing CRM users.  Training requests can also be submitted.

Those departments not currently utilizing the CRM may also submit a request for a demo and further information.

 

Standard Service Features

  • Workspaces – development and modification of workspaces which organize and present contacts, leads, interactions, and other CRM objects.
  • Canned Responses – development and modification of often used email content.
  • Campaigns – development and modification of email content templates, filtering, and workflow of automated messaging.
  • Web forms – development and modification of forms on the Indiana State University web site. These forms are used to capture information to the CRM. 
  • Reports – limited development and modification of reports for CRM specific objects, i.e. locating duplicate leads or tracking number of interactions.
  • Rules - development and modification of rules which automate tasks such as interaction assignment and categorization.

SLA:  You can expect this service to be completed in 1 - 2 weeks.

Constraints/Scope

Faculty and staff.

Instructions

Please select the Change Request for CRM Components button and complete the form with as much detail as possible.  Additional information boxes will appear depending on the request type you select.  You will also be able to add attachments to provide items such as email content

 
Change Request for CRM Components

Related Articles (1)

Provides information on how to contact the Technology Support Center (TSC) for help.

Details

Service ID: 19622
Created
Wed 5/10/17 10:21 AM
Modified
Wed 11/24/21 10:13 AM