Page Comparison

Features of CampusNexus

CRM

Automated email communications

With CampusNexus CRM, you can manage mass-mailing campaigns to prospective and current students

. These mass mailings can range from a data-driven sequence of follow-up emails to stay in touch with prospective students after they submit an inquiry form, to regularly-scheduled mailings

such as the

Virtual Viking

Manage and track service desk interactions 

The system monitors incoming email accounts for new messages, assigns them to staff, aids in referrals to other offices, and tracks the status of requests. Interactions via phone, text, and in-person can also be recorded. Data from these interactions can be used to build reports so that departments can measure their performance or identify coverage needs.

Improve student success

Academic advisors across undergraduate programs use a specialized advising "portal" to keep track of advising interactions with students. This integrated system helps bring together academic and non-academic interactions to help build a complete picture of what the biggest threats are to student success so that advisors can make sure students have access to the resources they need.

Choosing CampusNexus

weekly newsletter, and more.

Interaction management

CampusNexus CRM enables you to automatically or manually manage and track interactions. The system can automatically monitor, assign, and track incoming email messages and conversation threads, weaving together associated communications that occur by email, phone, fax, chat, or in-person with metadata about the interaction. You can use data from these interactions for proactive outreach via email campaigns and to build reports (analytics) that help departments measure their performance and identify additional needs.

Chat management

CampusNexus CRM chat functionality allows for multiple staff members to be available to chat online with visitors. Every completed chat conversation becomes a saved interaction within the system, and can be searched for, replied to, and used by the built-in analytics reporting features mentioned above.

Specialized services

The CRM team provides integration with many applications, including:

• Coordinated Service Network
• Advising Portal
• Campus Visits
• Orientation Management
• YouCanBookMe appointments

Choosing CampusNexus CRM

Departments interested in CampusNexus as a CRM solution should consider the following when deciding if it meets their needs:

Who are

your constituents?

Currently,

CampusNexus CRM works best for managing campaigns related to current and prospective students. If your constituents include donors, alumni, faculty, staff, vendors, or any other group related to the University,

CampusNexus CRM will be difficult to adapt to your needs.

Do

you need data integrated

from Banner?

CampusNexus CRM is updated nightly with data from Banner and draws in many of the most commonly used fields

. This information can be viewed, used to search, or used in email campaigns.

Is our office already communicating with constituents using a departmental or service email account?

If you already have a service email account set up and it's meeting your department's current needs, then you don't need to transition to CampusNexus. However, if you believe your email campaign needs are going to increase in the future, having an existing service email account will simplify the transition to CampusNexus. If you don't have a service account, talk with your departmental IT support for help setting one up.

Who manages our email campaigns?

Because CampusNexus is a complicated service with many options, it's best to have at least one person take ownership of setting up and executing campaigns. A poorly-configured campaign could send out emails to the wrong people or otherwise damage your reputation and the University's, so it's important to have a trained individual in charge.

Further resources

Contact the CRM team at help-crm@pdx.edu or submit a CampusNexus CRM support request in the PSU Help Center. 

Learn more about using CampusNexus CRM, as well as best practices and policies, in the CampusNexus CRM knowledge base.