CampusNexus CRM overview
Customer Relationship Management (CRM) software is used by organizations to keep track of interactions with their constituents. PSU uses CampusNexus as its enterprise-level CRM software primarily for current students, employees, and in some cases for parents and community members.
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Features of CampusNexus CRM
Automated Email Communications
With CampusNexus CRM, you can manage mass-mailing campaigns to your constituents. These mass mailings can range from a data-driven sequence of follow-up emails to a specific population, to regularly-scheduled mailings, 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, 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.
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 students and employees. If your constituents include donors, alumni, vendors, or any other group, CampusNexus CRM may 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.
Further resources
Contact the CRM team at help-crm@pdx.edu or submit an OIT CRM support request in the PSU Help Center.