skip to Main Content

We partner with you to bring order, unification, and simplicity to your CRM universe.

String Theory Consulting works at the interplay of university engagement ecosystems to understand complexities and organize systems to support holistic and truly frictionless student, faculty, and staff experiences.

Services

Build foundations that enable people and organizations to realize the potential

CRM

Connect the smaller dots on your journey to the bigger picture with a strategic CRM roadmap

Solution Design

Design your core CRM architecture and integration with other essential systems on campus to bring together your 360° view

Implementation

Develop a full CRM implementation plan to support your immediate needs and long-term goals, no matter where you are on your journey

“Enterprise is about the breadth of people the system touches, not the extent of functionality that system was built for.”

Enterprise CRM Strategic Roadmap

Where are you now and where do you want to go? A CRM requires strategic planning, just like any enterprise system.

Assess your current IT landscape to find where CRM can complement, enhance, or replace current systems
Identify the right entry or growth points for CRM by evaluating interest, need, and preparedness within the organization
Review and deep dive into the functional pillars in your organization to align CRM solutions with strategic priorities
Build, or build up, your Center of Excellence and Governance programs
Theory

Enterprise CRM Solution Design Architecture

How will CRM fit in with other major enterprise systems on campus? We’ll look at the functional integration between activities in your ecosystem and connect the technology to your strategic roadmap.

Determine how and if to leverage purpose-built product solutions such as:
Salesforce Education Data Architecture (EDA)
Student Success Hub
Admissions Connect
Other 3rd party applications built on the Salesforce platform
Assess where it will make sense to consolidate, replace, or optimize existing Salesforce orgs on campus with a multi-org strategy
Determine how your CRM will integrate with other essential systems on campus to bring together your 360° view
Extend constituent profiles and create actionable data in your CRM
Map your requirements to scalable solutions that will grow with you while being flexible enough to adapt to changing needs
Theories

CRM Program Management & Implementation

Whether you are just getting started, or figuring how to take next steps, we’ll develop a program management plan that will enable you to get the most out of your CRM.

Full CRM implementation planning support, including
Project mobilization and resource planning
Coordinating discovery sessions with key stakeholders
Project planning and technical delivery management
Optimize your CRM investment with regular roadmap reviews, technical health checks, and user shadow sessions
Continue to align your day-to-day activities with your long-term goals and objectives and gain adoption with organized CRM program management
Build, or build up, your Center of Excellence and Governance programs
Yet Another Theory

The key to any enterprise CRM project is to untangle the complexities that are inherent in every organization.

String Theory Consulting works together with clients to untangle the CRM landscape, understand the interplay of existing systems on campus (SIS, LMS, Email, Accounting, HR, and others), and enable a frictionless student, staff, and faculty experience through a scalable CRM solution design.

About

Screenshot-2022-02-18-140647_cropped
Joanna Gummery
Trusted Strategic Technology Advisor

I’ve always been curious about nature; always observing, then prodding and asking questions. I was drawn to physics because of my insatiable curiosity with how the world works, particularly the cause-and-effect behavior of natural physical forces (e.g., answering questions like, “Which is the best horse to ride on a Merry-Go-Round?”)

What I love about physics is that it is the study of the forces of nature in the world around us. Physics, in my view, is the most fundamental science of all sciences. It explains the nature of chemical reactions and how elements form; how to build a bridge, so it doesn’t collapse; and why I could have stuck a wire hanger in the back of the TV to watch “Tiny Toon Adventures” after school, even when my dad had taken the cable to work with him to prevent it. From the energies of subatomic particles to gravitational forces that govern planetary motion, physicists have sought to explain how those forces work, how we can predict their behavior, and, in some cases, how we might unify all these fundamental theories under one big umbrella.

I am a CRM architecture strategy and consulting leader with an affinity for learning, more than 20 years’ experience in the higher education space, and a decade implementing Salesforce CRM. My experience delivering end-to-end strategic visioning, roadmap and design engagements within Higher Education organizations span the entire student lifecycle including Recruiting & Admissions, Student Services Experience & Success, and Community & Corporate Engagement.

Theories

white smoke of a space craft

Top 5 for CRM Go-Live

Congratulations on going live with CRM! By now you definitely have a backlog. Shoot, you probably had one before you…

Why String Theory?

What resonates with me about String Theory is that it attempts to define a fundamental and overarching framework that connects…