For most higher ed institutions, managing student interactions and marketing communications can be challenging and time-consuming, especially if it’s done manually.
This is where Customer Relationship Management (CRM) systems come in to help manage student information, automate marketing workflows, and improve enrollment management.
Many schools already have a CRM in place, but they’re not using it in a way that’s improving processes and creating positive student experiences. Sometimes this is because of software limitations and sometimes it’s because a knowledge gap on the team.
Let’s take a closer look at the most important factors to consider when choosing a CRM for higher education and how you can find one that fits your needs.
A CRM gives universities and colleges a single, unified source of truth when it comes to their prospects, current students, and alumni. Having contact information, communication, and user activity all in one platform helps schools gather valuable insights and streamline their recruitment and enrollment processes. It can also help to:
Here are our top five factors to consider when choosing a CRM for higher ed.
Many times, software companies promote their tools as an all-in-one solution with a single log-in that has everything you need. It might sound great, but when we think about everyday use, it’s actually much more valuable when CRM software integrates with the existing tools your team is already using.
When choosing a CRM for higher education, compatibility with other systems used within the institution is critical. The CRM should integrate with your institution’s Learning Management System (LMS), Student Information System (SIS), and other systems to provide seamless connectivity and data exchange.
💡Tech Team Tip: Read more about tech stacks before you get started auditing your own. You should be able to verify your tech stack compatibility on the CRM’s website.
Your CRM should offer features and functionality that are tailored specifically for higher education. Some of the essential features to consider include:
An intuitive and user-friendly interface is key when selecting a CRM for your institution. Many higher education institutions have diverse departments and stakeholders, with varying levels of technical expertise. Your CRM should be easy to use, customizable, and align with your institution's specific needs.
As you consider switching CRMs, bring in stakeholders with varied experience levels in information management to help evaluate the compatibility for your institution. Think about who will use it daily and in what ways a new system could save their limited amount of time. Consider the functionality for all users, including everyone from student ambassadors to your CRM manager.
There’s almost always a curve when it comes to user adoption, but if you’re able to identify some champions on your team, they can serve as evangelists for those who might be slower to get on board.
Protecting student data is a top priority for any higher education institution. Your CRM should comply with data protection regulations and have robust security measures in place. With reports of data breaches on the rise, having secure encryption and regular backups is essential. The last thing your institution needs to handle is a data breach!
When choosing a CRM, understand your total cost of using it. Price considerations should include licensing fees, implementation costs, training and support. Your CRM's customer support should be readily available, and provide periodic updates and resources to incorporate new features and functionality.
Your CRM system is a crucial tool in enrollment management for colleges and universities. A good CRM should be intuitive, secure, and provide tailor-made features for higher education stakeholders. Selecting the right CRM can help streamline admissions, improve engagement with prospects and students, and maximize overall ROI.
Surprise: HubSpot Gets Our Top Spot
What makes us so confident?
💡Tech Team Tip: Not only does it help attract and convert students, but HubSpot can help you track the payoff of your efforts directly—we call it full-funnel attribution. This means advanced reporting = stakeholder buy-in = nurturing trust for your team (and your boss).
HubSpot is the top marketing platform for higher education institutions — not only for its robust suite of tools, but also its ability to simplify the higher ed tech stacks, answer critical attribution and marketing performance questions, and uncover the real prospective student journey. For more on how to use HubSpot at your institution and to see a demo of HubSpot, request more information.
Want to learn more about using HubSpot for higher ed? Access this slide deck for more details on: