UNICON CRM Group: Stop Buying, Start Using

February 13, 2026
11:58 pm

CRM Group

120 members across UNICON institutions

UNICON CRM Group: Stop Buying, Start Using — Next Meeting Coming Up Soon

The UNICON CRM Group has grown to 120 members across UNICON institutions — a brilliant sign of how quickly CRM has become a shared priority for executive education teams. If you’re working on CRM strategy, adoption, reporting, or integrations at a UNICON member school, you’re warmly invited to join this practical, peer-led community.

The group meets regularly to compare notes, share what’s working (and what isn’t), and swap real examples you can take back to your team.

Next meeting: “Stop Buying, Start Using”

Our upcoming sessions (date TBC) will be designed for anyone who’s ever felt the pressure to add more tools — when the real opportunity is often getting more value from what you already have.

Members-only access: To receive the meeting link, please email daniellemacedo@uniconexed.org.

Tip: Bring one “we’ve tried this…” challenge for quick peer input.

Industry speaker

Kurt Samuels
Cambridge Judge Business School

View Kurt’s LinkedIn

The conversation will be shaped by Kurt’s experience, real-world examples, and participant questions — so bring your challenges, quick wins, and “we’ve tried this…” stories.

Latest meeting recap: practical lessons from a major Education Cloud transition

In the group’s most recent session in December, Andrea Fiske (Yale SOM) and Joseph (Yale SOM IT) shared a candid look at Yale’s move from a long-running Sales Cloud setup to Salesforce Education Cloud, including what they changed, what they kept, and what they’d do differently next time.

Migration is never “just technical”. Success depended on data quality, iterative validation, and clear checks and balances — not just moving records from A to B.

Opportunity stages over lead stages. Progression is tracked through well-defined opportunity stages (including reasons won/lost), improving visibility for marketing and sales.

Better visibility through dashboards. At-a-glance reporting helped answer “where are the numbers?” across applications, conversions/paid seats, and revenue.

Integrations take effort, but can pay off. Tools like Zoom and Calendly required integration, but clean syncing and attendance updates were highlighted as major wins.

Change management matters. Terminology cheat sheets and office hours helped teams adopt the new system in a practical, day-to-day way.