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Salesforce

Salesforce is a customer relationship management (CRM) system. The University uses Salesforce’s Education Cloud, which has been purpose built for the education sector.

Currently, we use Salesforce for four main areas:

• Case management - a way for teams to track work and support requests raised with them. For more information on our standard enquiry management product see: Using Salesforce for enquiry management (Wiki)
• Customer relationship management - for teams who engage with the public and other organisations, a CRM will support your contact database and help you manage your ongoing relationships and activities. Automation and reporting will help manage your partners.
• Knowledge management - Knowledge in Salesforce provides an option to share information internally and externally that is aligned with processes in Salesforce. It allows staff and students to self-serve for specific user instructions and information. 
• Live chat - currently with limited use, this gives us the ability to embed chat functionality on our web pages, link chats to our students or staff and create follow-up support cases all in one platform.

If you’re interested in knowing more about Salesforce, or think you have a use case that you’d like to explore, please complete our online form:

• Register interest in Salesforce