CampusNexusCRM

CampusNexus CRM Logo

Welcome to the centralized repository for Training, Documentation, Best Practices and Policies relating to CampusNexus CRM application at Portland State University (managed by the CRM Team at PSU).


Request a New Talisma Account

To request a new Talisma CRM account, please use the CRM Service Desk Form.  When requesting access, please include the First Name, Last Name, ODIN ID, and the requested permissions/tasks of the person for whom access is being requested.



Available CRM Services

  • Interaction Management (Email, In-person, Phone, etc.)
  • Campaign Management (Automated Email Campaign Workflow Processing)
  • Custom Event Management Suite (Customized Extension of Campaign Management)
    • Advising Portal
    • CSN Dashboard
  • Chat Management (Department-Level Live Chat Functionality

CRM Training Opportunities

By Request
For advanced or one-on-one help requests, please send an email to help-crm@pdx.edu, or fill out the CRM Request Form.
Ongoing

Talisma Tuesday (Drop in help, 10:00 am - 12:00 pm, Third Tuesday of the month in RMNC 326)


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New To Talisma CRM?  Start HERE!

Frequently Asked Questions

Document Repositories 

Guidelines/Policies, Standards and Best Practices

Work in Progress Graphic

CampusNexus CRM Logo CampusNexus CRM Resources

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