Why do we have a CRM?

Faculty and Staff at James Madison University have been requesting the capabilities of a CRM system for years. The CRM system will eventually give us a 360-degree view of each constituent’s engagement with JMU. The CRM also allows our constituents the ability to ask questions, create cases, and schedule appointments all in one place.

The CRM allows us to proactively use data to improve students’ chances of success and to support data driven decisions while increasing operational efficiency at all levels of the university. 

Benefits of the CRM system include:

• Advisors can manage and schedule standard advising appointments
• Advisors can track appointment attendance and appointment reasons
• Advisors can manage rosters of advisees
• Advisors can track and share advising notes with other advisors
• Students can schedule appointments via self-service student portal

The CRM generates pro-active student success alerts for people/groups who directly support student outcomes.

Future Benefits

All features of the CRM will not be available during the initial phases. Many features will be added to the CRM system as we use and learn the new system and what capabilities it has and we need.

Recommended Browser

The CRM works with Firefox, Chrome, Safari, and Edge. However, it is recommended that you avoid Firefox ESR (which is the version installed on most James Madison University managed machines). Chrome, Safari, and Edge have no known issues.

Data from Student Administration System

The CRM imports data from the Student Administration System. Some of the information that is imported includes:

• Biographical/Demographic Information
• Transfer Credit
• Program Information
• GPA
• Holds
• Class Schedules
• Advisors
• Test scores/grades
• Unofficial Transcripts
• Academic Requirement Reports
• Student photo

Sole Possession

Sole Possession Records are records that are kept in the sole possession of the maker, are used only as a personal memory aid, and are not accessible or revealed to any other person except a temporary substitute for the maker of the record.

Nothing that is entered in the CRM system is a Sole Possession Record since content in the CRM has the potential to be accessed by other users. Marking content as private in the CRM does not make it a sole possession record.