Salesforce is a customer relationship management (CRM) tool used by the recruitment team to track every contact with prospective students. Salesforce has many uses. The primary use is to track interactions with prospective students (i.e., emails, phone conversations, notes, etc.). It is also used to analyze Salesforce data to aid business decision-making relating to student recruitment.

Salesforce provides the information programs and DCS need to tailor marketing campaigns, evaluate event effectiveness, or assess the impact of follow-up activities with prospective students. Good data input leads to quality and actionable insights, enabling insights, enabling you to deploy your limited resources most effectively.

Becoming a Salesforce user is optional, though most programs choose to leverage it for tracking and documenting interactions with prospective students. Familiarizing yourself with Salesforce should be a priority for new PDC program coordinators — the first step is to sign up for our Salesforce Training.

Salesforce Training

Becoming proficient in Salesforce takes training, practice, and support. The initial training is in two parts:

1. Asynchronous learning on your own in Canvas
2. Synchronous live virtual training with our team

Request Salesforce access by emailing your PDC project manager the following: the name of your program, your role within the program, and your NetID.