The UT Dallas CRM Project

The University of Texas at Dallas (UT Dallas) has begun a transformative process of adding Constituent Relationship Management (CRM) to its operations. We will deploy a CRM strategy to enhance our constituents' experience from the moment they are prospects, become Comets, and persists through graduation. This whole student lifecycle support will allow us to provide higher quality outreach and a better engagement experience.

Guided by the steering committee, we have identified a consultant, Kennedy & Company, who is assisting us in selecting a CRM vendor that will best address the needs of the university. Once chosen, the CRM will be integrated with our existing Oracle PeopleSoft system, "Galaxy," to centralize and streamline constituent engagement across the university. A CRM will enable UT Dallas to gain a deeper understanding of our constituents, leading to enhanced outreach and an exceptional experience for all individuals and organizations interacting with UT Dallas.

News & Updates

Updated Jan 12, 2024

CRM vendor demos are being held the week of January 22-26.

Upcoming Meetings

Date Meeting Agenda

February 8, 2024

All Constituents Meeting

Meeting Agenda

Past Meetings

Date Meeting Agenda

December 20, 2023

Steering Committee Meeting

December 14, 2023

All Constituents Meeting

Meeting Agenda

November 9, 2023

All Constituents Meeting

Meeting Agenda

October 12, 2023

Steering Committee Meeting

Meeting Agenda

September 28, 2023

Steering Committee Meeting

Meeting Agenda

September 14, 2023

All Constituents Meeting

Meeting Agenda

August 3, 2023

UT Dallas CRM Launch/Kick-Off Event with Kennedy and Company

Meeting Agenda

June 29, 2023

Steering Committee Meeting

Meeting Agenda

June 8, 2023

All Constituents Meeting

Meeting Agenda

June 1, 2023

Steering Committee Meeting

Meeting Agenda

May 25, 2023

Steering Committee Meeting

Meeting Agenda

May 24, 2023

All Constituents Meeting

Meeting Agenda

May 18, 2023

Steering Committee Meeting

Meeting Agenda

April 13, 2023

Steering Committee Meeting

Meeting Agenda

March 22, 2023

Steering Committee Meeting

Meeting Agenda

February 24, 2023

Steering Committee Meeting

Meeting Agenda

February 15, 2023

Steering Committee Meeting

Meeting Agenda

CRM Project Timeline

CRM Project Timeline

CRM Project Timeline PDF

Contact

If you have any questions or comments regarding the CRM project, please email us.