If you’re a university using Salesforce CRM for your enrollments and if you’re not using apps like TargetX or Enrollment RX, you might be tracking your prospective and registered students using the native Salesforce objects like contacts, accounts and leads. With my experience in implementing Salesforce for more than 25 universities, I have seen huge issues stem from this kind of customization which could impact you sooner or later.

When I was asked to set-up salesforce.com there was no “how to” book or a copy of “Salesforce.com admin for dummies”. There were forums and google and a really helpful community that surrounded the platform. But, if you were like me and you like to figure things out on your own, these add-ons and apps for Salesforce.com should be your first tools on being effective.

If you are an university, you might be using Salesforce.com and have either started to implement or are currently using Marketing Cloud. One of the challenges I hear is trying to identify where to start, what components need to be used, and how to implement the campaigns involving campus visits or high school visits. 

If you currently work in the marketing, enrollments or registration departments of a University and have just began using Salesforce, one of the challenges you may face is deciding the best way to store student information and track prospective and registered students. Here are some options to help you decide the best approach.