CRM ZEN Finding Serenity through Technology,

Tools, and Deep Breathing

Paul Philips, Amanda Lorens Hunter College, CUNY

July 23, 2014

I have a problem.

The reality.

With great power comes great responsibility.  

Our reality at Hunter.

About Hunter

23,000 enrolled

4 CRM instances

About Hunter

1 Million Since 2008, over

total contacts

HOBSONS CIRCLE OF EXCELLENCE

2014 Champs!

disclaimer We are not actual Zen Masters. We are not ninjas. We suck at yoga. We’ve had our share of epic failures. We’ve had a few successes, but nearly enough to qualify us as experts in any field. We have a lot of awesome ideas to share with you that we hope you will take home and share with your colleagues. Note that some of the techniques shown here, especially the zen habits toward the end of this presentation, may misalign with the status quo, your boss’s way of doing things, or the current culture of your institution. Nevertheless, these zen habits are intended to assist you in managing your time and reaching a more productive state. These habits should be approached with care and tactfulness at all times. The following techniques are provided for information purposes only. Participants who employ these techniques do so at their own risk. Stay calm and crm zen on.

The Plan

Part 3: Zen Habits

Part 1: CRM Hacks to do Now

Part 2: CRM Hacks to do Later CRM

ZEN

Part 1. #Dothisnow

Get Radius.

CRM ZEN HACKS TO DO NOW Create core contact filters, attributes, content and communications

#Dothisnow

CRM ZEN HACKS TO DO NOW Organize most commonly used items to the top of the list

#Dothisnow

CRM ZEN HACKS TO DO NOW Maximize your search view results

#Dothisnow

CRM ZEN HACKS TO DO NOW

Use action folders to delegate time-consuming tasks

#Dothisnow

Give yourself record access to speed things up

CRM ZEN HACKS TO DO NOW

#Dothisnow

Part 2. #DothisLATER

CRM ZEN HACKS TO DO Later

#DothisLATER

Setup an easy way to manage dupes

CRM ZEN HACKS TO DO LATER

Establish a resend process

#DothisLATER

CRM HACKS TO DO LATER Establish a resend process

CRM ZEN HACKS TO DO LATER Audit your user access levels

#DothisLATER

CRM ZEN HACKS TO DO LATER

Install a VIP light switch

#DothisLATER

#DothisLATER

CRM ZEN HACKS TO DO LATER

Guide the way

#DothisLATER

Crm zen hacks to do later Guide the way

#DothisLATER

#DothisLATER

CRM ZEN HACKS TO DO LATER Guide the way

Take a Breath.

Part 3. #zenhabits

ZEN Habits: LeSSON 1

#ZENHABITS

Hack Your Outlook

Calendar

ZEN Habits: Lesson 2 How to Live

Outside Your Inbox

#ZENHABITS

ZEN Habits: Lesson 3 Be More

Productive Doing One

Thing Per Day

#ZENHABITS

ZEN Habits: Lesson 4 Underpromise,

Overdeliver and the Art of

Saying No

#ZENHABITS

ZEN Habits: Lesson 5 A Clear Desk

is a Clear Mind

#ZENHABITS

KEEP CALM

ZEN ON

AND

   pphilips@hunter.cuny.edu

mfuentes@hunter.cuny.edu

Hunter College, CUNY

Contact us!

hunterhub.wordpress.com