CRM & Ticketing

The Customer Relations team members act as liaisons between campus units and Information and Technology Services, visiting campus units to inform them, to learn about their business requirements and priorities, and to advocate for their technology needs.

This service is an enterprise-level instance of the Salesforce Customer Relationship Management (CRM) tool that includes add-on services for Marketing Cloud, Experience Cloud, Events Management, Form Assembly and more.

TeamDynamix (TDX) Project Portfolio Management (PPM) is a shared project management tool.

TeamDynamix (TDX) is a web-based service management platform that provides general ticketing, approval workflows, tracking of customer requests and knowledge base articles.

The Donor & Alumni Relationship Tool (DART) is the constituent relationship management system used for fundraising efforts at U-M.