The vendor is required to provide customer relationship management (CRM) system to aid in the recruitment and retention of students - from young youthful students to those taking college courses, and everyone in between.
- Provide the following elements to the system:  
• The ability to use and track communications to build relationships and support the full student life cycle.
o Improving its relationship with existing students, reaching out to prospective students, encouraging the return of former students, and engaging alumni and continuing education individuals through automated, branded, and personalized communications
a. Clear and consistent communication throughout the student life cycle
o Allowing for the creation of branded landing pages and microsites for student lifecycle stages
• Integrating with an institution’s ERP and SIS system for the full-circle prospect, student, and alumni records, data, offerings and engagement    
o All individual records are stored in one place, with every communication tracked and stored during the student lifecycle
o System needs to integrate with ERPs and SISs for several schools across the country
• Offering an all-in-one, comprehensive, proprietary, seamless platform
o Will be able to displace other marketing tools with our all-in-one platform
o Institution’s communications, notes, tasks, etc. are all in one place and attached to an individual’s record.
a. View all prior and upcoming communications for an individual
b. View workflows individuals are in
c. View notes; no disjointed communications between departments if an individual reaches out whoever is responding to them can view notes and pick up right where another institution staff member left off
d. metrics for communications are all tracked and can be viewed in real-time
o Flexible and scalable
a. Not charged per user (unlimited users)
b. Load testing performed regularly for optimization
c. Unlimited records, contacts, emails, notes, tasks, workflows, etc.
• Enable personalized, automated, robust communication outreach
o Multi-channel (email and SMS text), automated emails, and drip campaigns that are institutionally branded and customized to individuals
a. No coding (html knowledge not required)
b. Automated communications can be used within workflows at any point of the student journey (prospect, applicant, student, former student, alumni, etc.)
o Ability for automated targeted/segmented emails and campaigns
a. Communicate to targeted/segmented audiences
o Pre-designed campaigns with our “packs”
a. Saves time and effort by allowing the institution to pick a pack and immediately send trackable communications
• Workflows
o Users can set up simple or complex sequences of email and SMS messages to send automatically
o Steps or drip campaigns can be customized to deliver email messages and SMS messages as frequently or infrequently as needed and to adjust as certain milestones are reached by individuals (i.e. prospective students who have submitted an application)
• Provide proactive advisement/alert notifications
o Alerts can be automated within workflows
o Tasks can be automated within workflows
• Advising individuals about what comes next
o Excellent personalized communications for first-generation students
o “Next steps” microsites (i.e., if a student is notified, they are enrolled, they can be directed to a personalized microsite with a “next step” checklist)
o Checklists - keep students on track of what is left to move to complete tasks (i.e., application submission checklist)
o Graduation advisement – microsites and checklists
• Track engagement
o Real-time tracking/audit trails
o Dashboard metrics
a. Graphs and visualizations
b. Filterable
o Drill-down capabilities
• Allow for on-demand report and analytics
o Providing extensive reporting capabilities that mimic a business intelligence tool (with insights451)
o Easy-to-use reporting interface
o Custom (drill-down) and out-of-the-box reports
o Configurable reporting dashboards (“snapshot views”)
o Exports of any reports can be automated and shared across teams
o Exports can occur at any time and be shared across teams
o Graphs and visualizations
• Allow campus offices to work together to interact seamlessly and support students
o Use one system to collaborate between campus departments, optimizing efforts
o Have all communications and tracking in one place
o Ability to meet virtually integrated with the system provider (zoom)
• Meetings
o Allows for virtual meetings using zoom or the scheduling of meetings in person using our events module
• Provide security at the highest level, prospecting data
• Single sign-on (SSO)
o Provide SAML v 2.0
• Providing a dedicated support team to the institution
o Provide unparalleled customer success team remains accessible to the institution’s management team and end-users throughout implementation and beyond
o Provide the institution with their customer success team’s direct phone numbers; never reach automated prompts while reaching out for assistance.