What Is It?
JSOM CRM (Customer Relationship Management) is a dedicated service provided by the Jindal School of Management to facilitate the management of customer interactions and relationships. Through this system, users can submit tickets to request Salesforce CRM services for various purposes, such as creating email campaigns & marketing communications for prospective students, and more.
Who Is Eligible to Use It?
Reasons to use this service:
- You need to request email marketing for your program or academic area.
- You have an event that needs an RSVP form and confirmation email.
- You want to create an email campaign targeting prospective students.
- You want an excel report for any prior CRM request, or need a student data report.
- You require assistance or support with an existing CRM-related issue.
Common Questions
Q: How can I get access to Salesforce?
A: Please email jsomcrm@utdallas.edu with your full name and NET ID, as well as someone who has used Salesforce with an equivalent job-role's full name and NET ID.
Q: I need help navigating the CRM system.
A: Please email jsomcrm@utdallas.edu, and our team will be happy to help.
Q: I am still not sure what I need to do.
A: Please email jsomcrm@utdallas.edu and someone on our team will help direct you.