OneBadger

What is OneBadger CRM?

The OneBadger program will create a way for learners, staff, faculty, and external community partners across the university to interact with each other using accurate, reliable, and timely information. This shared constituent relationship management (CRM) platform enables us to personalize and streamline our communications with all constituents and provide a 360 degree circle of support for learners.

Enable faculty and staff to better support learners

Enhanced visibility across departments

Increase transparency and eliminate silos of learner information so that faculty and staff can quickly collaborate across departments in order to better support and engage learners.

Personalized engagement & communications

  • Equip admissions, learner success and development staff to create tailored outreach based on learner preferences.
  • Ensure learners have a cohesive experience across UW—Madison no matter who’s in touch with them.

Improvements

  Increased yield (admit to commit)
  Increased applicant satisfaction
  Increased constituent engagement

Empower CRM users with data, insights & efficiency

Real-time reports & dashboards

  • Easily access real-time reports and dashboards that translate CRM data to actionable activities.
  • Reduce duplication of effort across UW—Madison and eliminate the need for the manual synthesis of dashboard data.

Analysis & insights

  • Use CRM data-powered insights to make strategic decisions that improve learner outcomes and drive revenue returns for UW—Madison.

Improvements

  Make decisions faster
  Collaborate faster
  Save IT costs

Timeline

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Salesforce launches with Division of Continuing Studies and Office of Admissions and Recruitment

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Inaugural Salesforce Day event on campus

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Identification of CRM Early Adopters, creation of core CRM Solution Team

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OneBadger Day event finds commonalities between CRM Early Adopters and other campus use cases

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Enterprise CRM Program Owner, Kyla Farroll steps in to lead the OneBadger CRM initiative

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Discovery and pre-planning for foundational OneBadger CRM enterprise strategy

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Launch of core CRM capabilities for Early Adopters

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Launch enterprise org architecture and strategy engagement

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Foundational preparation for campus-wide OneBadger CRM (pending approval)