The Vendor is required to provide from firms interested in providing and implementing customer relationship management solution(s).
- The solution(s) will be a full lifecycle customer relationship management (CRM) system, comprised of modules for both recruitment and retention activities.
- The solution(s) will need to be an enterprise solution allowing for up to 500 users and 750,000 contact records, with the capability to add more, if necessary.
- The solution(s) will gather information, define and measure progress in potential and current students’ inquiry, application, and enrollment processes and retention activities.
- The solution must remain an entirely cloud-based service and must be web-accessible.
- The ability to access the CRM, and the administrative portion of the software, must be platform- agnostic, from any location with an internet connection, using any standards-based browser (such as Firefox, Chrome, or Internet Explorer).
- The solution must have a mobile-responsive platform and tools; include mobile platform limitations. (Android OS only, for example).
- The solution must be able to import data from, and export to, various systems, including the colleges existing student management systems (people soft, Microsoft access, excel); the data integration process should be platform agnostic, including importing and exporting to SQL server, and should integrate with the CRM platform without requiring an additional contract.
- The solution must also be able to import data from various external systems including Microsoft excel and access.
- The solution must have a robust application protocol interface (API) to allow for further integrations.
- The solution must allow for multiple role-based security and functionality access and include any customized options and limitations.
- The solution must be delivered with higher education-related components and have the ability to capture each prospective and current student’s personal information, appointments, forms, surveys, print mailings, demographics, application, documents, notes, emails, events, text messages, and other communications and store it in a universally searchable database (searchable by field level values).
- The solution must have the ability to support multiple colleges and campus locations, as well as academic programs.
- The solution must provide easily accessible student data and analytics on prospects, applicants, stop-outs, and current students, and provide custom configuration of student statuses through the flow of the system.
- The solution must be able to provide pre-developed analytic reports, as well as customizable reporting in various formats, including dashboard views, with the ability to filter parameters.
- The solution must have the capability to create integrated, automated email and SMS texting (both 1:1 and bulk/mass) communication campaigns; colleges must be able to execute these based on any data field within the CRM solution, including colleges integrated data and triggers; the solution must be able to provide email analytics regarding receipt, open, and click-through/interaction rates, and capture bounced email addresses with the option to exclude them from future campaigns.
- The solution must enable print and letter campaigns, with the ability to create letters, invitations, postcards, and automatically queue these items for print based on preset rules.
- The solution must accept scanned documents.
- The solution must have sufficient e-discovery capability in accordance with industry standard; explain how your recommendation complies with e-discovery requirements.
- The solution must be available on a 24x7 schedule, including holidays, and must maintain a 99.9% uptime rating.
- The solution must be able to manage events with the ability to create and track invitations, registrations, and schedules, including waitlist management; it must also allow rsvp capability from college’s websites, an application, or CRM form(s) to the database in real-time and track attendance in prospective or current students’ records; the solution must also be able to check in event attendees by QR code for efficiency.
- The solution must be able to perform telemarketing functionalities by generating lists to call, assigning calls, and store notes in individual records; it would be preferred that the system be able to store colleges created scripts; the solution must also be able to assign follow-up activities with automation.
- The solution must allow colleges customizable online forms; examples include a request for information, submitting a requirement for admissions, as well as other applications and their associated requirements for students.
- The solution must provide an option for address validation and verification.
- The solution must allow colleges to solicit online applications for individual college programs. there must be a portal for online applications to allow students to revisit and/or finish applications, as well as receive and reply to program decisions; this portal must be of a mobile-first, responsive design; there must be the capability to design the forms with a conditional display of information/questions based on previous answers.
- Students and staff must be able to upload documents in various formats into the system and connect them with prospective or current student records (pdf, word, PNG, tiff, text files, and jpeg, for example).
- The solution must be able to track recruitment activities, including high schools and community partnerships, and report on conversion rates from these organizations.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: March 25, 2025