<div dir="ltr">Hey Bryan (and all),<div><br></div><div>At the University of Minnesota-Twin Cities, we are using our CRM system (Salesforce) to track all of our interactions with students about financial wellness. We have specific case values that correspond with financial wellness, which makes tracking cases very easy. Our counselors also place all comments/a recap of each meeting into the case, which directly writes over to PeopleSoft (our data system). We are exploring scheduling uses within it as well, but so far have found GREAT value in utilizing our CRM for financial wellness, not to mention the stats and reports we are able to pull.</div><div><br></div><div>Nate</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Feb 16, 2016 at 10:32 PM, Ashton, Bryan <span dir="ltr"><<a href="mailto:ashton.53@osu.edu" target="_blank">ashton.53@osu.edu</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div>
<div style="direction:ltr;font-family:Times New Roman;color:#000080;font-size:10pt">
Hello --
<div><br>
</div>
<div>I hope that everyone is doing well! Have any campuses had success with any specific appointment scheduling software programs or any CRM softwares?</div>
<div><br>
</div>
<div>Thank you!</div>
<div><br>
</div>
<div>Bryan<br>
<div><br>
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<p style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#333333;font-size:12px">
<br>
<span style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#bb0000;font-size:12px;font-weight:bold">Bryan Ashton</span> Assistant Director<br>
<span style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#bb0000;font-size:12px">The Office of Student Life</span> Student Wellness Center<br>
B130 RPAC | 337 Annie and John Glenn Ave, Columbus, OH 43210<br>
<a href="tel:%28614%29%20230-8190" value="+16142308190" target="_blank">(614) 230-8190</a> Office<br>
<span style="padding-right:10px"><a href="mailto:ashton.53@osu.edu" style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;font-size:12px;font-weight:bold" target="_blank">ashton.53@osu.edu</a></span> <b><a href="http://swc.osu.edu" target="_blank">swc.<span style="background-color:rgb(255,255,255)">osu.edu</span></a></b>
</p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d">EDUCATIONAL SERVICE ONLY; NO ADVICE IS PROVIDED</span><span style="font-size:6.0pt;font-family:"Times New Roman","serif";color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d">Scarlet and Gray Financial Coaching is an educational service only. We do not provide investment, legal, debt consolidation, debt management or tax advice. The
information provided is for general educational purposes only, and is not intended to substitute for the advice of your investment, legal, tax advisors and/or credit counselors or to be the basis of specific trading, investment or debt consolidation and management
activities. If you need investment, legal, tax advice, and/or credit counseling, please consult with one of these professionals.</span><span style="font-size:6.0pt;font-family:"Times New Roman","serif";color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d"> </span><span style="color:rgb(31,73,125);font-family:Arial,sans-serif;font-size:6pt">The links to third-party financial resources are provided as a convenience
for informational purposes only. Neither The Ohio State University or its Student Wellness Center endorses or approves any of the products, services or opinions of the entities or individuals associated with these links. The Ohio State University and its
Student Wellness Center bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.</span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<br>_______________________________________________<br>
Natfinwellness mailing list<br>
<a href="mailto:Natfinwellness@lists.osu.edu">Natfinwellness@lists.osu.edu</a><br>
<a href="https://lists.osu.edu/mailman/listinfo/natfinwellness" rel="noreferrer" target="_blank">https://lists.osu.edu/mailman/listinfo/natfinwellness</a><br>
<br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">Nate Peterson</span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">Assistant Director|One Stop Student Services | <a href="http://onestop.umn.edu/" style="color:rgb(17,85,204)" target="_blank">onestop.umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">222 Pleasant Street SE, 225D Bruininks Hall</span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">University of Minnesota | <a href="http://umn.edu/" style="color:rgb(17,85,204)" target="_blank">umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'"><u><a href="mailto:pete2787@umn.edu" target="_blank">pete2787@umn.edu</a></u> | <a value="+16126261431" style="color:rgb(17,85,204)">612-625-0160</a></span></div></div></div></div></div>
</div>