The CRM Team would like to extend a warm welcome to join an expanding group of CampusNexus CRM (Talisma) users at Portland State!
Talisma CRM is a robust tool which will allow for providing the best possible support to current and prospective students. There is a lot of information available via Talisma. Some of this information, or data, is imported from other sources - such as Banner - and some of this data is entered by the CRM user. The success of a CRM system relies upon your use of it! The quality and consistency of user efforts ensures the integrity of the data and ensures that other users of Talisma can support our students best!
If questions come up or additional Talisma training/coaching is required, please don't hesitate to work with a more expert colleague or reach out to our team for assistance.
Policy for Mass Communication
Currently, there is no formal University wide policy for sending out mass communications. Historically, there have been efforts to put a policy in place. However, consensus has not been reached and at this time, and work on this effort have stalled. A Communications Workgroup Proposal on mass email communications has been drafted, but no further action has been taken.
Related PSU Policies
All PSU employees must act in accordance with the following policies:
During Team set up and Roll-out, initial user accounts will be set up for the team. To add additional staff members after roll-out, please use the use theTalsima CRM Account Request Formto request anew Talisma CRM account.
Starter Exercises and Slide Decks
CRM Fundamentals(Including Exercises) - an introductory course designed for participants that are new to Talisma CRM