Salesforce Implementation

Summary

Discover the current implementation of Salesforce at SFU.

Body

OVERVIEW

This article outlines the current implementation of Salesforce at SFU.

 

DETAILS

Currently at SFU, Salesforce is implemented for:

  • Improving prospective and incoming students’ experience at SFU, and supporting strategic enrolment management university wide.
  • Improving the student experience as it relates to academic advising, international services, and financial assistance.
  • Lifelong Learning to track interactions with prospective students to courses and programs in various departments and supporting the overall enrollment goals.

Prospective undergraduate students can:

  • Submit questions
  • Sign up for events and tours
  • Connect with an admissions advisor
  • Get information on admission requirements, academic programs, admission application, fees and scholarships, and Residence.

Undergraduate students can:

  • See who their advisors are
  • Book, cancel or reschedule an appointment for academic advising, with the International Services for Students department, and with the Financial Aid and Awards department
  • Connect with an advisor online with our LiveChat functionality
  • Get information on advising, international services, financial aid, and various student experiential opportunities such as co-operative education.

Staff can:

  • Track all interactions with constituents
  • Provide event and tour registration
  • Manage communication campaigns and measure its effectiveness
  • Improve office efficiencies by automating processes
  • Measure effectiveness by creating reports and dashboards on any information/data stored in Salesforce

 

Details

Details

Article ID: 4188
Created
Thu 7/28/22 6:30 PM
Modified
Thu 12/14/23 6:58 PM