Customer Relationship Management Software

The Vendor is required to provide customer relationship management software as a service (SaaS) solutions that provide enhanced functionality for communications, event management, application submission, workflow automation, and data analytics aligned with the full student lifecycle (recruitment through completion).
- This includes capabilities that support colleges’ engagement with businesses, employers, and external partners, such as workforce outreach, work-based learning coordination, and ongoing employer relationship management.
- Technical specification
1. Security and compliance
•    Supports single sign-on (SSO)
•    Multi-factor authentication (MFA)
•    Role-based access control (RBAC)
•    Data encryption (at rest and in transit)
•    Audit logs and activity tracking
•    FERPA compliance support
•    SOC 2 and other certifications
•    Role-based access, privacy, and security settings
•    VPAT statement for ADA guidelines
•    Fraud detection
2. Data management and reporting
•    Custom objects and fields
•    Data validation rules
•    Duplicate detection tools
•    Standard reporting dashboards
•    Customized reporting capability
•    Ad hoc reporting capability
•    Predictive analytics and AI insights
•    Data export capabilities
•    System level reporting for analysis
3. Configuration and workflow automation
•    Workflow automation engine
•    No-code configuration tools
•    Custom business rules
•    Task automation and alerts
•    Ongoing Technincal support
•    Approval workflows
•    Standardized templates (for workflows)
4. Automation and AI
•    Predictive student risk scoring
•    Automated outreach campaigns
•    AI-driven recommendations
•    Chatbot or virtual assistant
•    AI workflows and tasks
5. Student and customer management
•    Capacity to group students and customer by status
•    Tracks student and customer response to notifications
•    Student and customer ability to track app status
•    Customizable application workflows
•    Create campaigns and distribution list
•    Alumni relations options
•    Donor tracking options
6. Student engagement capabilities
•    Student lifecycle tracking
•    Early alert system
•    Case management
•    Appointment scheduling
•    Communication tracking
•    Check in or integration options
•    Alumni relations and donor tracking
•    Accepting payments
•    Texting capability
•    Single portal for application submission
•    Customizable application workflows
•    Capacity for document uploads (docx, pdf, jpeg, png)
7. Event management
•    Event scheduling tool
•    Automated event reminder
•    Attendance tracking
•    Survey events feedback
•    Event sites.