Customer Relationship Management System

The vendor is required to provide a customer relationship management (CRM) system that supports both undergraduate and graduate recruitment and enrollment functions.
- Current systems and workflows are fragmented, resulting in inefficiencies and inconsistent communication. 
- The CRM must offer robust functionality in data management, communication workflows, reporting, and program-level customization.
- Identify, review, and merge duplicate profiles using configurable rules and filters
- Dynamically assign contacts to territories based on custom parameters, with precedence order controls
- Ability to build automated admissions counselor assignments to student records
- Ability to track agency staff activity
- Define static or auto-updating segments based on profile data, form/app status, event attendance, behaviors, and more
- Ability to group segments into folders
- Triggered by events or segments, include delays and multistep automation (e.g., wait 3 days then send email) as well as logic (e.g. send email only to those who have test scores on record)
- Immediate one-off actions triggered by events or data changes (no delays)
- Enrollment in workflows/rules may be initiated by a wide variety of actions—application started/submitted/completed, appointment scheduled/attended/canceled/no- show, label added/removed, segment join/leave
- Multi-step application forms including document uploads, payments, AutoSaved, conditional logic, progress indicators
- Ability to query by different app types and dates for review of app submission data
- Ability to create multiple applications with different settings (app fee, app requirements, start date, end date, etc.)
- Ability to take application fee payments
- Ability to track student application start, finished and submits
- Ability to have separate application sites that displays only certain applications
- Create secure, user-specific microsites at different student lifecycle stages (e.g., admitted student portal).
- Specific incomplete application emails to students, including checklist item descriptions for clarity
- A CRM that aligns with banner (system of record) correctly regarding counts, statuses, app types, terms
- Application open and close date automation, as we currently open and close manually each term in element
- Custom event landing pages
- Auto-generate virtual meeting links, track attendance, send reminders & follow ups.
- Full custom field management—native or custom; data storage across contacts, applications, microsites; use in segmentation, workflows, and reporting
- Ability to easily create scheduled exports
- Ability to easily create scheduled import
- The CRM should create both student record and the separate parent record and then link them with a student/parent relationship
- Ability to import records with student and parent data.
- Ability to know which links in emails were clicked and use this as a trigger to an automation or record value into a data field.
- Ability to track email/SMS engagement and analytics
- Ability to connect to custom data fields from banner and display on record
- Ability to send emails/letters based on app decisions and statuses
- Ability to create and automate the creation of tasks for employees with access
- Ability to create custom groups of data fields on student record
- Ability to easily track all activity of student (communications received, opened, events signed up for and attended, milestones, webpage visits, etc.) in one place.
- Ability to create custom groups of data fields on student record.
- Questions/Inquires Deadline: July 28, 2025