CRM Project

UBC will replace the current CRM (ezRecruit) used by its international and domestic undergraduate recruitment and admission offices with a more robust solution. A competitive vendor CRM solution will enable UBC to take advantage of an established technology while meeting the current and anticipated needs of constituents and staff. Stakeholders for this project include UBC staff who are involved in the student recruitment process and interact with undergraduate prospective students from the prospective, applicant, admitted and registered stages for both the Vancouver and Okanagan campuses.

• This project will impact approximately 270 internal staff members from the domestic and international recruitment offices as well as staff working in Admissions, the Enrolment Services Professionals, Recruitment Marketing and Prospective Student Engagement, and the undergraduate Faculty Academic Advising offices.
• External stakeholders of the project include the prospective students/applicants, parents and family members, high school counselors, partner college advising offices and educational agents.
• The solution will integrate with the current and future SIS.

Implementation Vendors

The CRM project team and Project Advisory Committee (business stakeholders) completed an extensive RFP process to select the following vendors for the implementation phase.

Platform: Salesforce.com and Oracle Eloqua (marketing tool).
System Integrator: Deloitte Inc.