Implementation

Getting up and running with Student CRM starts with Implementation

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors9 articles

CRM Basics

Start here to learn the basics of Student CRM

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors33 articles

CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Dom Yeadon avatarSteph Stevens avatarLaura Montgomery-Hurrell avatar
4 authors55 articles

Further learning and Student CRM Training

View on demand training webinars

Steph Stevens avatarLaura Montgomery-Hurrell avatar
2 authors16 articles

Reporting

Operational and strategic reports built-in

Dom Yeadon avatarSteph Stevens avatarLaura Montgomery-Hurrell avatar
3 authors10 articles

Data and Security

How Student CRM looks after your students' data

Dom Yeadon avatarSteph Stevens avatarJoe Edwards avatar
5 authors24 articles

System info and developers

Technical info on our APIs and system requirements

Steph Stevens avatarDom Yeadon avatarLaura Montgomery-Hurrell avatar
3 authors13 articles

Agent Manager

Used by international teams to manage overseas agents so your teams can streamline their agent relationship workload

Steph Stevens avatarLaura Montgomery-Hurrell avatar
2 authors21 articles

Applicant Open Days

Used by events teams to run applicant open days so all faculties can offer specific activities related to each applicant's course

Laura Montgomery-Hurrell avatarJoe Edwards avatarSteph Stevens avatar
4 authors43 articles

Applications - Active

Used by admissions teams to manage end-to-end online applications so they can increase conversion rates.

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors41 articles

Applications - Passive

Used by admissions teams to manage SRS applications so they can increase conversion rates.

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors20 articles

Automations Manager

Automate complex tasks to run when triggered

Dom Yeadon avatarLaura Montgomery-Hurrell avatar
2 authors6 articles

Birthdays

Used by recruitment teams to automatically schedule emails and texts to prospects on their birthdays to stay in touch between campaigns

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors7 articles

Calendar

Used by anybody who wants to subscribe to a Student CRM calendar feed of their own chosen recruitment activities

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors6 articles

Campaign Manager

Create Segments and Campaigns in all apps.

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors28 articles

Contact Manager

Used by External Relations teams to manage important contacts and organisations, and by Alumni Relations teams to manage new and old graduates.

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors35 articles

Comms Centre

Used by marketing and recruitment teams to see the performance of all ad-hocs that have been sent out

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors2 articles

Courses & Subjects

Drives subject and course dropdowns in all web forms to offer the latest course information to students, and used to filter activity reports by

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors22 articles

Data Manager

Used by events teams to import enquirers data files into Student CRM to trigger automated followup emails

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
4 authors28 articles

Data Packs

View which data packs you are subscribed to, when they last ran and when they next run. This app also provides a searchable updates log.

Dom Yeadon avatarLaura Montgomery-Hurrell avatar
2 authors6 articles

Document Library

Used by recruitment teams to keep documents linked in emails fresh with a lifetime link to the latest document version online

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors6 articles

Enquiries

Used by enquiries teams to answer each enquiry automatically routed to their team, using ready-made articles to save time

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors25 articles

Establishment Setup

Roles, Goals and your Brand Controls.

Dom Yeadon avatar
1 author4 articles

Event Day Scanner

Use your mobile to scan event visitors on arrical

Laura Montgomery-Hurrell avatarDom Yeadon avatar
2 authors9 articles

Event Manager

Used by events teams to run campus tours, group visits and online events while streamlining bookings and increasing attendance

Steph Stevens avatarLaura Montgomery-Hurrell avatarJoe Edwards avatar
4 authors26 articles

Faculties

Used to maintain a centralised list of your university's faculties and the departments within

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors3 articles

Knowledgebase

Used by enquiries teams as the central source for suggested articles, and for all users to access your own CRM best practice articles

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors6 articles

Mobile Event Capture

Used by events teams to capture students details on iPads offline at events worldwide, to maximise event performance

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors21 articles

Pre-Applicant Open Days

Used by events teams to run pre-applicant open days where students book their own programmes of activities to explore your campus on the day

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors45 articles

Privacy Centre

Used to display the correct consents and topics in your web forms so you can communicate with prospects in a GDPR compliant way

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors15 articles

Prospectus Requests

Used by recruitment teams to fulfil postal or digital prospectus requests so you can streamline addressing and posting, saving time and money

Laura Montgomery-Hurrell avatarSteph Stevens avatarDom Yeadon avatar
3 authors8 articles

Pulse

Student recruitment can be a pain point for UK universities, but Student CRM’s Pulse can help. Pulse streamlines recruitment workflows, automates communications, and provides real-time reports for recruitment success. With Pulse’s Recruitment Funnel, Touchpoints, Reports, and Performance, you can track progress and optimise efforts to ensure student success.

Dom Yeadon avatarLaura Montgomery-Hurrell avatar
2 authors6 articles

Rapid Response

Used by recruitment and enquiries teams to answer enquiries whilst also sending out information to prospects to reduce response times

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors6 articles

Regions

Used by international teams to organise countries into regions around the world to support their regional teams

Laura Montgomery-Hurrell avatarSteph Stevens avatar
2 authors6 articles

Student Database

This is where each central student record is created and automatically updated in real time by your recruitment activities

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors28 articles

Surveys

Used by recruitment and admissions teams to create online surveys to monitor student engagement throughout the student journey

Laura Montgomery-Hurrell avatarADom Yeadon avatar
4 authors11 articles

Template Builder

Used by marketing and recruitment teams to distribute approved email templates for use in campaigns and touchpoints

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors19 articles

Touchpoints

How to set up and edit your own Touchpoints

Steph Stevens avatarLaura Montgomery-Hurrell avatarDom Yeadon avatar
3 authors20 articles

Web Form Builder

Used to control how each web form looks and behaves when students complete them, and to optimise competion rates

Dom Yeadon avatarLaura Montgomery-Hurrell avatarSteph Stevens avatar
3 authors36 articles

User Group

Help shape our product road map

Steph Stevens avatarDom Yeadon avatarLaura Montgomery-Hurrell avatar
3 authors10 articles

Users

Create users and manage permissions

Laura Montgomery-Hurrell avatarDom Yeadon avatarSteph Stevens avatar
3 authors12 articles

At Dom's Desk

An array of principles, ideas, and philosophies, alongside the contributions and innovations introduced or endorsed by Dom Yeadon, Founder and Managing Director of Student CRM. It also includes a detailed examination of Dom's viewpoints, guiding principles, as well as the methodologies, practices, and approaches that have been developed. This body of work aims to build into a foundational framework, guiding the vision and ensuring the success of the Student CRM platform.

Dom Yeadon avatar
1 author1 article