Constituent Relationship Management (CRM)
Salesforce is used to maintain constituent relationship data, including contacts, relationships with the university and interactions between constituents and any part of the university.
Benefits & Features
- Expand retention capabilities to include the ability to prioritize students who need assistance and a communication platform for documented outreach.
- Utilizes modern CRM solution, TargetX and Student Success Hub, to drive enrollment and retention
- Provide more seamless access to student data across recruitment and retention.
- Implement the technical and operational foundations for CRM functions moving forward, including external stakeholder management and full student lifecycle management.
Getting Started
To request access for yourself or another member of your team, please fill out the Salesforce Service Request form and choose the Salesforce Access option.
Eligibility
Undergraduate students; faculty; advising and student support staff.
Guides
Support
For questions about the service or help with Salesforce, please use the Salesforce Service Request form and choose the Request Support option.