Features & Functionality
Recruitment Features
Recruitment features include an integrated suite of solutions for marketing, communications, application management, and decision review. As soon as the institution is made aware of a prospective student, the CRM can automate and track communications plans, events and activities. Please see the licensing page to learn more about the different Salesforce license types/features.

Communicate
Recruit prospective students and cultivate lasting relationships through tailored email campaigns, text messaging, and live chat embedded on websites.

Engage
Facilitate closer connections with students by linking them with peers utilizing Schools App, mobile-friendly event registrations, and personalized portal experiences.

Apply
Present prospective students with a modern, customizable online application that generates a sleek dashboard of actionable checklist items and application status history. Integrates with our current Cal State Apply application.

Review
An application review tool featuring application scoring and automated reviewer assignments.

Manage
Reduce time on administrative activities with automated triggers and workflow for recruitment management, territory management, and travel planning.

Analyze
Enable staff to make actionable, data-driven recruitment and enrollment decisions with highly customizable reporting and dashboards.
Student Success & Retention Features
After an applicant is admitted, the next level of data collection occurs. At this point, the system is used for student success and retention efforts. the data within expands to include key information from PeopleSoft and other campus systems. By consolidating the collective wisdom of campus, from anyone who engages with a student, the student success & retention CRM can monitor and address student needs in a holistic manner. Please see the licensing page to learn more about the different Salesforce license types/features.

Advise
Easily identify and track at-risk students with a collaborative dashboard reducing time spent on cumbersome administrative activities.

Communicate
Use data-driven indicators to develop high-touch communication plans to aid in early intervention and increase persistence amongst our student population.

Engage
Schools App provides the mobile platform to create a vibrant student community, allowing students to easily connect with one another and with campus staff.

Integrate
Translate student data from PeopleSoft and other campus systems into insights that will support and engage students.

Predict
Evaluate and measure the effectiveness of campus student success strategies, while also building predictive models of student behavior that are unique to our campus.