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Customer Relationship Management

Web-based database software that manages prospective student data and relationships. UW Oshkosh currently utilizes Salesforce.

Available To

Employees

Getting Started

  • Contact the Help Desk at (920) 424-3020 or helpdesk@uwosh.edu to outline desired outcomes.
  • After IT Staff receives the ticket, a follow up meeting will be scheduled to document the business case and requirements.

Benefits and Key Features

  • Manage and report on information about prospective students
  • View and track student relationships, event attendance, and communications
  • Automation of processes and communication
  • Secure management of data

Requirements

Approval of director, department chair, or dean is required. Additionally, the business unit needs to provide funding for licenses on an annual per-user basis. Depending on the scope of the requirements, consultants may also need to be hired to complete customization.

Helpful Link

Constituent Relationship Management (CRM)