Salesforce for Customer Relationship Management (CRM)
- Jessica Steele
- Cassandra Rinker
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.
For Salesforce assistance, submit a Customer Relationship Management Support Request.
Learner Org staff use Salesforce to manage early college program admission applications through the MyWVU Application Portal. To log in, go to crm.wvu.edu then click Log in under Learner Org.
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.
Adventure WV Program uses Salesforce to manage trip registrations for their outdoor trips for students enrolled in West Virginia University.
Corporate Relations Office uses Salesforce to collect and store contact and organization data, manage their relationships and interactions, and build and strengthen mutually beneficial relationships between U.S. and global businesses with West Virginia University.