Welcome! We are happy you are here. Thank you for your interest in building your skills within the Enrollment Management CRM (Salesforce/TargetX). Our goal is to help users understand the tools within EMCRM as they relate to recruitment and admissions. New users are encouraged to take advantage of the online learning modules and CRM Resource Library to complete their introduction to the system. Training on unit processes and procedures are the responsibility of the units themselves.
While we will continue to offer a few live sessions each year, these will focus on refreshing the skills needed to maximize use of the tool for recruitment and yielding of new students.
Live Training Sessions
Recruitment Report Refresh
Kick-off your recruitment season with a refresher on report building, with a focus on driving applications. Participants are also encouraged to bring their own questions and scenarios for the group to explore. While this session is open to all users, individuals who have introductory experience with reports will benefit the most.
Virtual Session(s)
These sessions are conducted via the webinar function in Microsoft Teams.
Let's Learn Lightning
In 2026, all users in EMCRM will be transitioned to the Lightning Interface. Register and attend one of the following sessions for a guided introduction to Lightning.
In-Person Session(s)
Virtual Session(s)
These are conducted via the webinar function in Microsoft Teams.
Introductory Training (Online)
We are currently transitioning our introductory skill building sessions to self-directed online learning modules, accessed through eLearning. This will allow users to learn the tool on their time, at their own pace.
Users will receive an email from the Enrollment Management Technology team after they are added to the course. These modules are intended to supplement any training provided in the user's individual unit and should be referenced regularly for troubleshooting assistance. To access the material, log into eLearning, select the course "Enrollment Management CRM User Training", and click on the content tab to view all the modules.
On-Demand Training Resources
As the modules are developed and/or enhanced, please continue to use the Enrollment Management CRM Resource Library and college, department, or unit team members to begin your EMCRM training journey.
Users will need a Bronco Net ID and password to access. Material is organized by training PowerPoints, quick reference guides, recorded video sessions, custom processes, and more. This library is also linked on the "home" tabs in Enrollment Management CRM Salesforce.
1:1 Skill Building Sessions
After working through all the training resources available, some users benefit from through individual coaching sessions. Schedule a virtual appointment with our CRMS Project/Training Specialist. The most beneficial sessions for users occur when the participant has some working knowledge of the system. Therefore, users are expected to have completed the self-directed training modules and completed any training provided by their unit prior to scheduling an appointment. Sessions are hosted virtually to allow for screen sharing capabilities. Users are required to sign in with their Bronco NetID and password to select an available date and time.
If there are sessions not currently listed, but would be helpful for your group, please contact our CRMS Project/Training Specialist to see if a custom session would be an option.