ARCHIVED: UITS Service Overview: IU CRM (Salesforce) and Marketing Cloud

Service name: IU CRM (Salesforce) and Marketing Cloud

Role: Customer relationship management, communication, marketing

Description: The IU CRM is a cloud-based system of engagement that provides a 360-degree view of contacts and constituents, allowing you to manage relationships with them and track data related to all interactions. IU CRM also helps staff and departments collaborate internally and externally, gather insights from social media, track important metrics, and communicate via email, phone, social media, and other channels. IU CRM provides a unified view of every interaction and/or engagement that prospective students, parents, enrolled students, faculty, staff, and affiliates have with the university, enabling you to enhance the experience of everyone with whom you communicate to support recruiting, student success, advancement, marketing, and community engagement.

Cost: Free of charge

Adoption process: Departments can learn more about IU CRM and Marketing Cloud and submit adoption requests at IU CRM.

Technical support: crmhelp@iu.edu

Platform restrictions: None (cloud-based)

Meets UIPO/UISO guidelines: Has been reviewed by UISO

Data classification approval: Users requiring access to Critical or Restricted data must be granted access through a process that verifies a legitimate need to see this restricted data.