Attract, sustain, and serve your students with CRM for higher education

CRM for Higher Education

Education has become a fiercely competitive market. In the battle for students, how can your university stand out? By treating students like valued customers. Students consider themselves both learners and customers, and they have high expectations for service and education outcomes.

A CRM for higher education can help schools meet student expectations and build strong relationships across the entire student lifecycle. Market to prospects, connect with enrollees, and keep alumni donations rolling inall from your CRM for higher education.

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Features specific to higher education CRM software

- Student information management

Manage student information like demographic data, enrollment history, academic transcripts, and contact information, all within higher education CRM software.

- Enrollment tracking

Using higher education CRM software, oversee the entire enrollment journey, starting from lead generation, progressing through the application and acceptance stages, and culminating in successful enrollment.

 

- Academic progress tracking

Keep a close eye on student development, which includes their academic performance, attendance records, and behavioral history, using higher education CRM software.

- Event management

Organize open house events, reunions, and fundraising activities with the assistance of higher education CRM software.

 

Best higher education CRM systems

act-findmycrm

Act! CRM combines marketing automation with lead management to ensure that students move seamlessly down the funnel. 

3.8

Started at: $30 user/month
clickup

ClickUp is a cloud-based project management and collaboration platform for businesses of all sizes and sectors, including higher education.

4.4

Started at: $7 user/month
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What is higher education CRM software?

CRM for higher education is a form of software that helps teams and individuals communicate more effectively. A CRM for higher education is used in higher education institutions to collect and organize data in a way that allows users to simplify admissions, target marketing efforts, and track results.

Education at higher education institutions can use CRM software to acquire, retain, and analyze data on prospective, existing, and former students. CRM systems are frequently utilized to create critical touchpoints across the student lifecycle, from application to graduation.

A higher education CRM software also assists staff employees in improving internal and external communication. Everyone who interacts with a student can view and log information regarding the student’s holistic experience because CRM data is visible across departments. CRMs for higher education, as digital platforms, link with other business-related apps and procedures in order to more efficiently complete administrative chores..

CRM for universities

CRM for higher education stands for customer relationship management, and schools and universities can use a single CRM solution to manage all of their interactions, from prospective students to current students to alumni and sponsors. By centralizing this information, schools can get a complete picture of their students. However, we commonly see many CRM software solutions being used at a single college or university, including one for admissions, one for current students, and one for alumni offices. As admissions offices have modernized and moved away from paper applications over the last ten years, the number of CRM tools built expressly to manage the inquiry and application process has increased.

CRM for students

Prospects are subjected to a blizzard of marketing emails, brochures, and campus events. CRM for higher education can help you rise above the noise to deliver a targeted and consistent message.

Market smarter: Rather than showering them with ads, give prospects what they want—a personalized pitch. CRM’s marketing tools can filter students according to your criteria and send a targeted message. An education CRM can also track metrics like click-throughs, email opens, and return web visits. This lets you measure the success of campaigns in real-time and adjust your message as needed.

Consistent Relationships: Along with a personal touch, you can make communication consistent with canned responses. Let your CRM for higher education respond to common questions, like requests for course catalogs and campus tours. Automated responses ensure nobody falls through the cracks.

Enrolled students with CRM for higher education

Online study is a world away from a busy campus. You can’t pop into a professor’s office or borrow a classmate’s notes. A CRM for higher education keeps students connected to their school, whether they’re onsite or an ocean away.

Stay Connected and Informed: With multi-channel communication, students can interact with students, professors, and admin on their favorite platform. This not only helps communication—it offers insight into your students. Their contact history, GPA, student loans, and more are combined into a single digital profile. This 360-degree view of your student body lets you identify problems and opportunities faster.

Alumni

Nurturing alumni relationships are essential to a strong donation program. The quality of these relationships also determines whether alumni turn to their alma mater for continuing education. Use CRM for higher education to turn your alumni into a loyal customer base. The software can help you create engaging content, like newsletters, automated birthday greetings, and alumni spotlights. Graduates will stay loyal and become brand advocates to the next generation of students–their children.

Common features of higher education CRM system

Customer accounting and complete information about the relationship with them
Marketing tools. Schedule of classes and information on the educational process, by the student. Personal accounts of students and teachers with the ability to upload homework and receive feedback.

How is CRM different from other higher education software?

Higher education CRM software keep track of all of an individual’s contact information, actions, and features in one place. As a result, users will be able to deliver the best possible service to students, alumni, and contributors, from their initial inquiry at the start of their application journey until graduation – and beyond. Higher education is becoming more competitive and international. Naturally, there has been a greater emphasis on the quality of digital communication. Alumni connections have become increasingly crucial as fundraising has become more important, even for public schools.

When it comes to how their institutions interact with them, it’s reasonable to assume that students have high expectations. This is unsurprising given that the average 16-24 year old spends approximately two hours and 26 minutes per day on online platforms like social media.

Universities must provide value at every step of the student lifecycle in order to stay competitive. If they don’t, they risk losing out to more forward-thinking universities that can better meet their students’ needs. Top CRM for higher education assists institutions in managing communications with students prior to their participation, during their time at the university, and after they graduate.

Considerations for purchasing

Institutions wishing to use higher education CRM systems have two options: create their own system or employ a software provider’s off-the-shelf (SaaS) offering. Both systems have advantages and drawbacks. It all relies on the university’s needs and whether or not they have the know-how and manpower to construct it on their own.

Here are 5 key considerations to help you to choose the best CRM for higher education:

1. Unified and Integrated
Despite the name, this type of CRM isn’t usually referred to as a ‘uniform’ service. Different pieces are created independently and then combined, which can take long and be difficult to produce, manage, and use. The ultimate outcome can sometimes appear random and inconsistent.

2. Successfully accomplished
A converged CRM, on the other hand, provides an ‘all-in-one’ solution, combining all features and functionalities into a single software package. The mechanisms for student recruiting, admissions, marketing, and communications are all combined into a single streamlined program.

3. Cost-effectiveness and adaptability
Building software as complicated as a SaaS application can be tough for university IT departments, and it can be a time-consuming process. In many cases, home-grown solutions are made up of open-source software components that have been combined.

4. Capacity and project management
SaaS suppliers already have the personnel and project management experience needed to create a solution that meets the needs of the customer. Universities will struggle to recruit a workforce with the same level of expertise and experience.

5. Scale and growth
Universities change at a quick pace, both in terms of operations and marketing. They’ll have to update the software they’re using to accommodate these modifications.

This adds to the complexity of the development process for in-house solutions. When employees who developed the solution first leave, existing employees are forced to reverse-engineer the best CRM software for higher education.

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FAQs

What are the key considerations for purchasing higher education CRM software?

CRM systems perform best when they’re used by all of a company’s customer-facing departments, according to one lesson learnt from the business sector. Before starting the selection process, a school should have a firm grasp on how the system will be used across campus, not just in one department.

Deployment. Is it better to store data in the cloud or on-premise? CRM software is usually available as a cloud-based or on-premise solution. With cloud software, the school pays a monthly fee to use the platform, and the vendor controls the back end. Schools often pay a one-time licensing price for on-premise software and then handle the installation on their own servers.

Integration. Is it better to have an integrated system or a stand-alone system? As previously said, most colleges and universities already use a variety of software platforms. Before deciding on a new CRM system, the school should determine how much integration with existing systems it needs. This decision should be taken with the assistance of the school’s IT department.

What are the common features of higher education CRM software?

Most HEIs seek CRM software to better their recruitment campaigns, increase communication (with students, parents, donors, and the general public), and boost fundraising efforts by enhancing relationships with alumni, to name a few examples.

HEI CRM systems assist in data collection and analysis, as well as the launch and management of campaigns based on that data analysis. HEI CRM systems generally offer the following features and applications:

  • Email marketing
  • Recruit management
  • Data integration tools
  • Social media apps
  • Contact information management
  • Personalized communications

How is CRM different from other higher education software?

There is plenty of software created specifically for HEIs. School management software has always been the most prevalent type employed by educational organizations. The term “student information system” is also often used. These systems are made to handle the most important areas of school administration, such as:

  • The procedure for submitting an application
  • Enrollment and scheduling of classes
  • Invoicing and billing for tuition
  • Attendance and grading of students
  • Requirements for credit and graduation
  • Contact information for students and parents

What are the benefits of using CRM systems in higher education?

The conversion rate can be increased by up to four times when CRM is used. According to IBM, every dollar spent on CRM deployment generates a profit of five dollars. This alone highlights the value of using this technique. The primary advantages of CRM for higher education are outlined below.

1. Reduction in the cost of expenses

2. Improving the quality of service

3. Improving the organization management process

4. Increased customer loyalty

5. Track and increase the number of potential clients

6. History of work with each student

7. Relevant and visual analytics reports

8. Easy integrating with third party services

9. Planning and multitasking

10. Easy implementation

11. Increase in repeat courses sales

12. Elimination of errors in processes

What is CRM in higher education?

Customer relationship management (CRM) is a form of software that helps teams and individuals communicate more effectively. A CRM is used in higher education institutions to collect and organize data in a way that allows users to simplify admissions, target marketing efforts, and track results.

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