We used to use Salesforce for tracking faculty engagement and recording instruction statistics. It proved to be too cumbersome to use. We never found ourselves consulting the records, and the stats reporting was much easier to both collect and analyze with simple forms and spreadsheets. We are a small library (4 librarians) so it was easier to just talk to each other about faculty interactions than consult a rarely used system. I could see it being helpful for a larger institution, though.
Best, Eric On Thu, Feb 16, 2023 at 9:07 AM Levy, Michael < 000000bd5ecefa64-dmarc-requ...@lists.clir.org> wrote: > For quite a number of years the institution I worked at used the FOSS > SuiteCRM system (previously SugarCRM) to handle many thousands of research > requests. It was pretty 'suite' at the time <grin>. PHP/MysQL, extensible, > with plugin architecture. Now the institution uses a commercial system. > > > > On Thu, Feb 16, 2023 at 11:59 AM Lillian Hogendoorn < > lillian.hogendo...@utoronto.ca> wrote: > > > Hi folks, > > > > I’m wondering if anyone is using a CRM in their library, i.e. for > tracking > > reference or service requests? Do you have a tool that works well? > > Benefits/pitfalls? > > > > Any info would be greatly appreciated! > > > > Lillian Hogendoorn > > > > -- > > > > Lillian Hogendoorn | Curator of Digital Experience > > Information Technology Services | University of Toronto Libraries > > lillian.hogendo...@utoronto.ca<mailto:lillian.hogendo...@utoronto.ca> > > she/her/hers > > > > I live and work on the traditional territory of the Mississaugas of the > > Credit, the Anishnabeg, the Chippewa, the Haudenosaunee and the Wendat > > peoples. Learn more about the Toronto Purchase< > > http://mncfn.ca/torontopurchase/>. > > >
