Name
When Your CRM Has Too Many Sails: Trimming the Excess to Catch the Right Winds
Date & Time
Tuesday, June 9, 2026, 5:00 PM - 5:25 PM
Seaton Brown Sarah Myer
Description

Many institutions adopted TargetX with aspirational recruitment strategies—layering on third-party solutions to bypass historic limitations of TargetX and Salesforce tools. Years later, those same institutions often find themselves navigating a maze of add-ons, customizations, and technical debt that don’t align with staffing resources or budgets. This session explores how the Graduate School at the College of Charleston recognized this mismatch and righted the ship. Anchored down by an overly complex Salesforce ecosystem, it felt difficult to maintain, costly to support, and misaligned with operational needs. Through a practical case study, we’ll examine how the team, assisted by Premier Services, trimmed duplicative tools and rebuilt intentionally using today’s strengthened out-of-the-box Salesforce and TargetX features. The result? A sustainable system that supports recruitment, review, and yield efforts with far less administrative strain. If your team is overwhelmed by too much technology—or too few people to maintain what once felt manageable—this session offers a clear path forward.

Location Name
Harborside Ballroom E
Full Address
Baltimore Marriott Waterfront
700 Aliceanna St
Baltimore, MD 21202
United States