Higher education CRMs provide an intelligent way to manage relationships with prospective and current students, alumni, donors and partners by collecting, storing and analyzing their data in a unified way. Colleges and universities use these systems to improve the student experience, streamline and track administrative activities and processes, develop meaningful relationships with prospective students and alumni, and improve fundraising.
CRM features to consider for higher education
Information management:The CRM system collects and organizes the information and communication history of students, alumni, donors and cooperation partners in a single database - it turns information management into a transparent and well-organized process that eliminates information silos.
Marketing campaigns:CRM helps create targeted multi-channel marketing campaigns that can be automated, tailored to specific audiences and scheduled at specific stages of a facility's lifecycle to improve reach and minimize marketing effort.
Tuition monitoring:CRM can be integrated with accounting software, which enables a seamless exchange of teaching information. Using relevant tuition information (eg, upcoming payment dates, scholarships, student loan management information), CRM can send scheduled and ad hoc personalized reminders to encourage timely payment of fees and ensure a careful student budget.
Report item :CRM can generate various reports on admissions and enrollment results, marketing effectiveness, alumni engagement, fundraising productivity, etc. to support informed decision making.
security: To protect sensitive business and personal data contained in CRM, robust higher education solutions have built-in security features such as data encryption, multi-factor authentication, permission-based access control and compliance with regional and domain-specific security regulations. , and more.
Integrations with the educational institution's website, email system, social media channels, accounting and billing software, educational platforms, etc. provide additional opportunities to increase employee productivity, automate student management workflows and connect data between different departments. More information can be found at
Why do you need a specialized CRM for higher education?
Optimized input. Dedicated CRM systems provide opportunities to optimize admissions and recruitment by automating applicant registration, applicant information and document processing, interview scheduling, applicant progress tracking, etc. to better meet the needs of prospective students and encourage maximum enrollment.
Increased student engagement. CRM software allows colleges to plan, manage and inform students about extracurricular activities and campus events to help build a strong community and encourage student engagement.
Smooth workflow. By automating routine tasks such as processing student documents or sending formatted emails or notifications, CRMs allow administrative staff to manage their time efficiently and focus on important tasks that require a personal touch.
Personal student experience. With a CRM-based 360-degree view of each student, colleges can tailor personal interactions with students to boost their confidence and help them reach their full potential.
Student portal. A CRM solution for higher education can include a self-service portal where students can access their personal information (courses, scholarships, teaching status), submit documents and manage meetings with leaders and supervisors.
Fundraising opportunities. CRMs keep alumni and donor information centralized and regularly updated so universities can track alumni careers and donor activity and make targeted donation requests for better fundraising results. More information can be found at https://www.hminnoavnce.com
Top 3 CRMs for higher education
Microsoft Dynamics 365 & Education Accelerator for Higher Education
Best for: HIEs looking for a multi-purpose solution to manage the entire higher education process. Student info hub to centralize student data (e.g., contact details and personal information) and academic records, including areas of study, courses, test scores, etc.
Student portal for students to manage and keep track of their courses, academic achievements, grants, and scholarships, make appointments with their advisors, etc.
Individual progress tracking with a success path to see where a student stands on the way to graduation or degree completion with the key metrics displayed.
Tele-advising option for students to schedule in-person or online meetings with advisors.
Event management to automate event invitations and registration, keep track of attendance, and produce event success reports.
Case management to handle students’ financial, academic, discipline, etc. issues by creating a case and assigning it to a specific specialist or department.
Business partner management to collect the data on grants, scholarships, and internships offered by business partners and match the provided opportunities with students’ current status and skills.
Advisor assistance via advisor dashboards to review student progress analytics, identify students in need of extra assistance, and manage appointments with students.
Institution-wide analytics to get a holistic look at students, courses, demographics, and other key metrics. Read more on https://www.hminnovance.com
Anthology Reach
Best for: higher education institutions looking for a dynamic end-to-end CRM solution.
Student information system that supports traditional and non-traditional academic programs and provides insights into student progress and career planning to efficiently manage faculty time and resources based on academic program needs.
Student profiles for advisors to manage student relationships, anticipate risks using predictive analytics, and develop intervention strategies.
Appointment management via the Staff Calendar to schedule student-advisor appointments based on advisor availability and keep track of student interactions.
Event management to plan, organize, and hold all kinds of activities from student recruitment to guest lectures via the Event Calendar by arranging online registration, checking student attendance, etc.
Travel management to arrange trip activities for staff members and volunteers willing to hold field workshops and attend external events to promote the institution.
Intelligent chatbots with in-built responses and services available 24/7 to provide basic assistance to students.
Reports and analytics to gain data-powered insights into student learning trajectories, course success, staff performance, etc. with flexible dashboards and visualization.
Additional modules include Anthology Apply for smooth recruitment and admission, Anthology Raise for donation tracking and processing, and Anthology Succeed for student performance evaluation. Learn more about Anthology Reach
Slate
Best for: colleges and universities that need an all-in-one purpose-built CRM solution.
Multichannel outreach via text messaging, emails, voice, and social media with the possibility to build specialized web portals based on ready-made templates.
Application review streamlined at all stages with documentation management, data import, evaluation automation, and applicant status portals.
Event management to schedule and manage events and meetings within and outside the campus, invite and register attendees with the help of customizable templates and post-meeting report forms.
Marketing automation to create campaigns targeting specific groups of intending students and donors and automatically send messages when pre-defined criteria are met.
Donor management based on individual records (by type, level of engagement, giving history) segmented for targeted communications.
Real-time reporting with powerful data visualization tools and geography-based growth planning.
Learn more about Slate Read more
From application to graduation: have it all covered with a tailored CRM Read more
Attract more prospective students, optimize enrollment and education, improve student retention and connect with alumni — all in one place with a custom CRM. Do you need expert help to choose or adapt the most effective solution for your case? Be sure to ask H&M INNOVANCE LLP CRM consultants and software engineers for help. More information can be found at www.hminnovance.com
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