Salesforce is UAB's enterprise constituent relationship management (CRM) system, featuring a suite of digital tools to more effectively communicate and engage with prospective students, enrolled students, faculty, staff, alumni, and other key constituents. For recruiters, Salesforce is the central platform for managing your recruitment pipeline, tracking prospect interactions, and delivering timely, personalized communications from first inquiry through application.
How Salesforce Supports Recruitment at UAB
Undergraduate Admissions
Recruit undergraduate students to apply to UAB and manage ongoing communication with prospective students throughout the enrollment funnel.
- Robust admissions data model
- 1:1 interaction management via email and text messaging
- Event management
- Print management
- Lead form management
- Automated communications
- Online meeting scheduling & tracking
Graduate Admissions
Recruit graduate students to apply to UAB, review submitted applications, and manage admissions decisions within a single platform.
- Robust admissions data model
- Online Graduate School application
- Graduate application review & decision management
- 1:1 interaction management via email and text messaging
- Event management
- Lead form management
- Automated communications
- Online meeting scheduling & tracking
Resources
The following articles are available to help you get the most out of Salesforce in your day-to-day recruitment work.
- Lead Auto-Email Responder Setup: opens a new website Learn how to configure automated email responses for prospective students who inquire about your program.
- Reporting on Leads: opens a new website Access report types and templates to track and analyze your prospect pipeline.
- Outlook Plugin: opens a new website Add or remove the Salesforce Outlook Add-In to log emails and stay connected with prospects directly from your inbox.
- Collecting Leads at Events & Visits: opens a new website Create event and visit campaign inquiry forms to capture prospective student information in the field.
Training
UAB Salesforce Self-Paced Training
The following self-paced training modules are available for recruiters and admissions staff. Complete these at your own pace to build confidence using Salesforce for recruitment.
- Salesforce 101 for Recruitment & Admissions opens a new website
- Campaigns & Off-Campus Events/Visit Tracking opens a new website
- Recruitment & Admissions Communications and Engagement Tracking opens a new website
- Reporting for Undergraduate Admissions opens a new website
UAB Graduate Application Review Training
Training for graduate application review is available through Student Services staff. This session covers the application review workflow and decision processes within Salesforce.
Schedule Training with Student Services Staff Opens an external link.
Need Additional Support?
Visit uab.edu/salesforce opens a new website to open a support ticket with the Digital Strategy team, browse additional knowledge articles, or register for a virtual training session.