CRM System

The Vendor is required to provide a 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.
- The ability to use and track communications to build relationships and support the full student life cycle. 
- 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 
- Clear and consistent communication throughout the student life cycle 
- Allowing for the creation of branded landing pages and microsites for student lifecycle stages
- Integrating with an Institution’s ERP/SIS system for the full-circle prospect, student, and alumni records, data, offerings and engagement    
- All individual records are stored in one place, with every communication tracked and stored during the student lifecycle 
- System needs to integrate with ERPs/SISs for several schools across the country
- Multi-channel (email/SMS text), automated emails, and drip campaigns that are institutionally branded and customized to individuals
- Allow for on-demand report and analytics 
•    Providing extensive reporting capabilities that mimic a Business Intelligence Tool 
•    Easy-to-use reporting interface
•    Custom (drill-down) and out-of-the-box reports 
•    Configurable reporting dashboards (“snapshot views”)
•    Exports of any reports can be automated and shared across teams
•    Exports can occur at any time and be shared across teams 
•    Graphs and visualizations.