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About CRM

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. This website is used by CRM support staff only and is administered by Information Technology Services.

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.

We will consistently engage our students in a coordinated way and in their space, using a variety of mediums. This tool also lets the University analyze the effectiveness of marketing strategies and scale up to meet the needs of all colleges and campuses.

Contact Enrollment Management Technology at adm-tech@mail.wvu.edu with any questions.

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 Salesforce to support University business activities, including financial administration, human resources and sponsored projects funding/grants. SSC responsibilities include:

  • General questions about payroll, benefits, externally funded awards, employment, funding information, changes to employee accounts, I-9 employee processing, etc.
  • Making purchases or reconciling P-Card transactions
  • Workforce Administration tasks such as offer letters, pre-screening of candidates, overseeing benefit enrollment and entering new employee information into MAP.
  • Reviewing and approving transactions in Mountaineer Marketplace and My Expenses
  • Handle reporting of unrecorded assets/liabilities on a quarterly basis
  • Oversee timecard submissions and approvals
  • Financial management of Sponsored Projects

Contact the SSC at 304-293-6006 or http://wvusharedservices.wvu.edu/.

The SSC does NOT replace the WVU ITS Service Desk or the HSC ITS Help Desk. Those units will continue to handle technical support for WVU systems and services.

Adventure WV Program utilizes Salesforce to manage trip registrations for their outdoor trips that are geared towards students enrolled into West Virginia University. Key Salesforce capabilities include:

  • Manage and organize yearly and semester trips
  • Allow students to register for various program trips
  • Allow parents to approve registrations for minor students
  • Provide key reports and data analytics on enrollment statuses for the programs
  • Create campaign mass emails and track communication from team to students and parents
  • Store and retain third-party documentation

For more information on Adventure WV trips, please visit their site https://adventurewv.wvu.edu

Corporate Relations Office uses Salesforce to collect and store contact and organization data to manage the relationships and interactions they have and are committed to building and strengthening mutually beneficial relationships between U.S. and global businesses with West Virginia University. Key Salesforce capabilities include:

  • Contact and Account storage and tracking relevant data
  • Email communications for events and campaigns
  • Streamlining engagement with organizations and contacts
  • Managing day-to-day contact activities and interactions
  • Reporting needs

The Office of Sponsored Programs (OSP) uses Salesforce as a case management system to provide support for the University community in the acquisition and administration of externally funded projects for research, teaching and service. Key Salesforce capabilities include:

  • Case management tools allow agents to categorize and manage requests all in one centralized location.
  • Features for adding notes to cases allow communication to be streamlined within teams.
  • Collects key data points on cases to provide effective reports and dashboards.

The Learner organization uses Salesforce Education Cloud to deliver a modern CRM (Constituent Relationship Management) system, offering a cohesive multi-campus recruitment and admissions solution. This enhances the student and staff experience for undergraduate, graduate, and online learners by streamlining recruitment, the application process, application management, review and decision-making, as well as communications and events throughout the admissions funnel, from prospect to admission.