Many institutions struggle to manage leads and interactions effectively, often relying on spreadsheets or outdated systems that are inefficient. A CRM designed for higher education can streamline these processes, offering benefits from better communication to higher conversion rates.
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Using a CRM designed specifically for educational institutions gives you the ability to manage every touchpoint with students and prospective applicants. With better tracking and organization, your team will have everything they need in one place, saving time and improving efficiency.
All student interactions and data, from first inquiry to graduation, stored in one place. This keeps your team informed and your processes smooth.
Automated emails, reminders, and follow-ups help ensure that no potential student is forgotten, providing timely updates and personalized outreach.
Engage prospective students at the right time with the right message. A CRM helps you track their progress and interests, offering customized communication.
Admissions, marketing, and student services teams can collaborate efficiently. Shared data ensures everyone is on the same page and minimizes duplicated efforts.
A CRM provides detailed reports and analytics that help you track key performance indicators and make informed decisions about your recruitment and retention efforts.
Automating repetitive tasks frees up staff time, allowing them to focus on building relationships rather than data entry.
Step 1: We take time to understand your specific goals, pain points, and objectives.
Step 2: We review your current systems and how you engage with prospective and current students.
Step 3: We outline a strategy for integrating the CRM seamlessly into your institution’s workflow.Identify key areas where improvements can be made to generate more interest from prospective students.
Step 1: Customize the CRM to fit your institution’s needs, ensuring it works efficiently for your team.
Step 2: Implement features that make sense for your institution, from student tracking to automated communication.
Step 3: Test the system thoroughly, making sure everything works smoothly before going live.
Step 1: Provide training to key staff, making sure everyone understands how to use the CRM for their specific role.
Step 2: Offer hands-on sessions for the marketing, admissions, and student service teams.
Step 3: Support your team through any challenges they may face in the early stages of using the CRM.
Step 1: Regular check-ins to ensure the system is meeting your expectations.
Step 2: Provide troubleshooting and technical assistance as needed.
Step 3: Offer updates and enhancements based on your institution’s feedback and evolving needs.
Optimizing performance across marketing and admissions for a Dubai university.
Marketing Efficiency increased by 25% in the first year and dropped CAC by half resulting in higher enrollments. This was achieved through a comprehensive Sales & Marketing alignment on HubSpot CRM, optimizing ad platforms across campaigns, automated lead nurturing, creation of live reporting dashboards and more.
Return on Investment
Reduction in Marketing Spends
Increase in efficiency
We’ve worked with many institutions to streamline their admissions and student engagement efforts. Here’s why we’re the right fit:
We understand that no two institutions are alike. Your CRM should reflect your unique processes. We take the time to tailor the system to match your exact needs, ensuring maximum effectiveness.
Our team has worked with universities and colleges, helping them improve their admissions process, student communication, and overall CRM use. We’ve seen what works and know how to adapt CRM systems for educational environments.
We make sure all your existing data transitions smoothly into your new CRM. This includes student records, contact information, and communication history, without any loss of data.
We don’t just set it up and walk away. We’re here to support you throughout the entire process, making sure your CRM continues to meet your needs as your institution grows.
Key functionalities in a higher education CRM include robust contact management to organize interactions, communication tools for personalized outreach, event management capabilities for recruitment activities, reporting and analytics to gauge effectiveness, and integration with existing systems for seamless data flow.The timeline for seeing outcomes from education promotion initiatives varies. It hinges on the aims of the undertaking, the methods employed, and the intended audience. Initial indicators, such as heightened website visits or social media interaction, might surface relatively quickly. However, realizing enrollment targets or substantial improvements in institutional recognition typically unfolds over a longer duration.
Migrating your data to a new CRM involves a structured process. Ubrik employs secure methods for data extraction from your current systems, followed by cleansing and transformation to ensure compatibility with the new CRM. We then handle the import and validation of your data to maintain accuracy and integrity.
The duration for complete CRM system implementation varies. Factors such as the complexity of your institution's needs, the extent of customization required, and the readiness of your existing data infrastructure influence the timeline. Ubrik works to establish realistic schedules and efficient deployment.
A CRM can significantly aid student retention. By providing a unified view of student interactions, it enables proactive identification of at-risk students, personalized communication to address their needs, and targeted interventions to improve engagement and satisfaction.
Ubrik offers comprehensive support following CRM implementation. This includes technical assistance, ongoing training for users, system monitoring, and regular updates to ensure optimal performance and to address any emerging needs.
Tracking the complete student journey is a core capability of a CRM. From initial inquiry through enrollment, academic progress, and alumni engagement, the CRM records interactions and provides valuable insights into each stage of the student lifecycle.
Customization of the CRM for different departments is indeed possible. Ubrik configures the CRM to align with the specific workflows and data requirements of various departments such as admissions, marketing, and student services, ensuring each team has the tools they need.
The security of student data within the CRM is a paramount concern for Ubrik. We utilize advanced security measures, including encryption, access controls, and regular security audits, to protect sensitive information and comply with relevant data privacy regulations.
Ubrik team went above and beyond to present several ideas over and above the brief we had given them.They also look beyond the scope of work on how to improve, everything within the system from admissions to alumni to recruitment.
Rania Itani
Head of Marketing & Business Development
The University of Manchester
