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Implementation

Getting up and running with Student CRM starts with Implementation

CRM Basics

Start here to learn the basics of Student CRM

CRM Tools

Information on Workflows, Touchpoints, Campaigns and Adhocs.

Further learning and Student CRM Training

View on demand training webinars

Reporting

Operational and strategic reports built-in

Data and Security

How Student CRM looks after your students' data

System info and developers

Technical info on our APIs and system requirements

Agent Manager

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

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

Applications - Active

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

Applications - Passive

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

Automations Manager

Automate complex tasks to run when triggered

Birthdays

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

Calendar

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

Campaign Manager

Create Segments and Campaigns in all apps.

Contact Manager

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

Comms Centre

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

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

Data Manager

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

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.

Document Library

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

Enquiries

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

Establishment Setup

Roles, Goals and your Brand Controls.

Event Day Scanner

Use your mobile to scan event visitors on arrival

Event Manager

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

Faculties

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

Knowledgebase

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

Mobile Event Capture

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

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

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

Prospectus Requests

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

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.

Rapid Response

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

Regions

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

Student Database

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

Surveys

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

Template Builder

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

Touchpoints

How to set up and edit your own Touchpoints

Web Form Builder

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

Users

Create users and manage permissions

User Group

Help shape our product road map

DH only articles

Imported by Joe manually

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.