Interested in adopting IU CRM?
Learn about your options
Browse these adoption types to determine what best fits the needs of your business unit. Then submit the adoption request below to get started.
IU Communications
For IU employees wanting to send mass email internally or externally.
- Sophisticated email design and creation
- IU branded email templates
- Distribution list management
- Subscription management
- Whitelisted IPs, Trusted Footers, & digital signatures
Undergrad Admissions
For central and departmental undergraduate recruiters and administrators.
- Robust admissions data model
- 1:1 interaction management
- Event management
- Print utility
- Web form builder
- Powerful communications tools with automation
IU Human Resources
For central human resources employees only.
- Employee service case management
- askHR@IU integration
- Center of Expertise case routing and management
- Service center agent console
Core CRM Package
For any IU units, offices, or departments.
- Contact management with external affiliations
- Management of unit relationships
- 1:1 interaction and conversation management
- Ad-hoc list management
- Communications user adoption add-on (optional)
- Salesforce reports, dashboards, and other standard features
Graduate Recruiting Package
For any graduate program recruiters.
- Robust admissions data model
- 1:1 interaction management
- Event management
- Ad-hoc cohorting
- Communications user adoption add-on (optional)
New/Other
Don't see anything that fits your needs?
Tell us what you'd like to build in your adoption request.
Adoption request
Now that you have an idea of your options, submit an adoption request form to get started. The IU CRM Initiative team will contact you to set up a conversation where they'll guide you through the next steps.
Unit or User?
Adopting IU CRM as a business unit is different than modifying a user account.
If you want to request account changes for individual users, fill out the User Access Request form instead.