Salesforce for Customer Relationship Management (CRM)

Overview:

Salesforce is WVU’s platform for Customer Relationship Management (CRM). The platform offers simplicity and security, as well as the ability to scale up outreach in a coordinated way and through many channels. Salesforce is administered by Information Technology Services. Support is provided by CRM Operations. 

  • University Relations/Enrollment Management uses Salesforce for marketing to, recruiting, and admitting undergraduate, graduate, and professional students across the WVU System. Used in partnership with TargetX, use of the CRM ensures coordinated delivery of messaging across audiences and provides a centralized repository to record all types of engagement. It is designed to create more personalized and effective interactions.

  • The Office of the President uses Salesforce for event and budget management, and to manage the relationships and interactions with the President's guests. Key Salesforce capabilities include venue management, guest tracking, contract management, and invitation printing. Salesforce also supports expense tracking and payments, gift inventory, accounting and reporting needs.

  • The Shared Services Center (SSC) uses the Salesforce Community platform to support University business activities, including financial administration, human resources and sponsored projects funding/grants. Contact the SSC at 304-293-6006 or visit wvusharedservices.wvu.edu.

 

Details

Article ID: 96056
Created
Fri 1/17/20 10:51 AM
Modified
Wed 3/25/20 2:55 PM