Get Started with Salesforce CRM

Our UW–Madison team currently implements and supports Salesforce CRM, adapted for our Higher Education use case. CRMs have rapidly become a standard in higher education as campuswide complementary systems to student-focused platforms like SIS and other learning management systems.

Needs Assessment

To get started with this customized service, we need to first learn more about your use case. Following an initial discovery session, we can provide a more detailed description of what the onboarding process might look like, and the steps involved.

Department/Program Time and Resources

A successful CRM implementation requires involvement of department stakeholders, provision of a clear understanding of department pain points and needs, project leadership/point person for communication, end-user availability for training, and additional funding for out-of-scope items deemed critical, if necessary. Specifics can be detailed after a needs discovery session.“

What Your Unit Provides for Success:

1. Dedicated project lead & communication point person
2. Documented business processes and pain points
3. Staff availability for training and testing
4. Departmental funding for specialized/out-of-scope needs (if required)

Pricing

DoIT Financial Services will invoice for Salesforce licenses annually at the vendor contract annually. Additional licenses purchased during available windows throughout the contract year will be billed on a prorated basis for the remaining number of months in the contract year.

• Salesforce Licenses for Strategic Partnerships, Learner Success and Administrative Services are based on a contracted price with UW–Madison, per user, per year, depending upon the functionality needed in the application. There is also a less expensive, feature-restrictive license that is available to campus staff.

Process

• The Enterprise CRM team offers limited custom development and functionality support at no additional cost to UW–Madison departments. New projects are currently booking out 6-9 months due to high demand.
• Projects assessed as requiring a high level of custom development or an expedited implementation timeline will require additional resources (eg, funding for a third-party implementation partner) from the inquiring department. 

Eligibility

UW–Madison Faculty, Managers, Administrators, Academic & Operational Departments, Researchers, UW System Staff, and State/Federal Partners.