Trellis
A university-wide CRM initiative at the University of Arizona.
Overview
Trellis is a comprehensive CRM platform developed and used by the University of Arizona, built on Salesforce Education Cloud. It is designed to provide a unified view of student interactions across the entire university, from recruitment to alumni engagement. While it is an in-house system, it represents a model of how a large university can leverage a CRM for student success. It includes tools for advising, student support case management, and communication, all aimed at providing a more personalized and connected student experience.
✨ Key Features
- Built on Salesforce Education Cloud
- 360-Degree Constituent View
- Advising and Appointment Management
- Student Support Case Management
- Marketing and Communication Tools
- Event Management
🎯 Key Differentiators
- Deeply customized to the specific needs and processes of the University of Arizona.
- University-wide adoption, covering all aspects of the student lifecycle.
- Serves as a model for other institutions considering a large-scale CRM implementation.
Unique Value: Provides the University of Arizona with a single, unified platform to manage all student relationships and support services, enabling a highly personalized and data-informed approach to student success.
🎯 Use Cases (3)
✅ Best For
- Successfully implemented as a university-wide CRM at a large public research university.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutions outside of the University of Arizona (as it is not a commercial product).
- Schools looking for an out-of-the-box solution.
🏆 Alternatives
As an in-house system, it is tailored to the university's exact needs in a way that a commercial, off-the-shelf product cannot be.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Internal to University of Arizona tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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