Method and functioning of a CRM for higher education

A CRM (Customer Relationship Management) is an essential tool for higher education establishments wishing to optimize the management of their relationships with students, businesses and partners. A real vertebral column of the strategy, a education CRM centralizes data, automates key processes such as recruitment or school monitoring, and provides a 360 ° vision of each contact. Discover in this article the fundamental principles of a CRM for higher education, its main features as well as the benefits it provides to universities and grandes écoles in terms of efficiency, personalization and piloting.

Summary :

1- Fundamental principles of a CRM Education
2- Key features of a higher education CRM
3- Benefits and benefits for establishments

Fundamental principles of a CRM education

Data centralization

A CRM Education brings together all the information related to candidates, students and partners in a single database. Each individual has a complete and accessible profile at any time. This centralization reduces the risk of loss of information.

Thus, each service has a global vision of contacts, allowing more effective communication and monitoring.

Student life cycle management

A CRM dedicated to higher education makes it possible to follow the entire student journey, from the status of candidate to that of Alumni. As soon as a candidate interacts with the establishment, via an online form for example, his information is recorded in the CRM.

The establishment can then communicate in a personalized manner with the candidate according to his career: information on the training that interests him, deadlines not to be missed, upcoming events, etc. Once the candidate has been admitted and registered, the CRM centralizes all the data concerning him: contact details, courses, notes, internships, projects, international exchanges ...

This allows overall and individual follow -up of each student throughout their studies. Interactions with administrative services and teachers are also recorded. After graduating, the student joined the Alumni community. The CRM makes it possible to maintain the link with the old ones via the animation of the network, the sending of targeted information, invitations to events, etc.

Key features of a higher education CRM

Management of recruitment campaigns

A CRM dedicated to higher education makes it possible to plan and effectively pilot marketing campaigns intended to attract new candidates.

From the conception of the campaign, the CRM centralizes all the useful information: targets, calendar, channels used, budget, etc. It facilitates collaboration between the teams in charge of recruitment.

Once the campaign is launched, the CRM follows real -time monitoring of the actions carried out on the different channels: emailings, social networks, events, etc. It measures the opening, click and conversion rates at each stage.

At the end of the campaign, the CRM generates complete reports to finely analyze the results and calculate the return on investment. These data are precious to optimize future recruitment operations.

Monitoring of applications and registrations

A CRM dedicated to higher education offers key features to effectively manage the entire admission process:

• Creation and personalization of online application forms

• Follow -up of the advancement of application files at each stage

• Automatic segmentation of candidates according to different criteria

• Personalized reminders to candidates by email or SMS

Once the candidate has been admitted, the CRM allows:

• Generate registration documents and contracts

• Follow the payments of tuition fees

• Create the student file which will then be enriched throughout its course

Thanks to centralized and automated management, the teams gain efficiency in the processing of applications and registrations. Personalized monitoring strengthens the commitment of future students and boosts final registrations.

School management

The follow -up of students throughout their academic journey is a key issue for higher education establishments. Without adapted tools, it can be difficult to keep track of the evolution of the notes, the internships carried out or even the projects carried out by each student.

To meet this need, CRM dedicated to higher education offer specific school management modules. They make it possible to centralize all the data related to the student's curriculum: notes statements, assessments of teachers, internship reports, memories, etc. This information is accessible in real time by the administration and the teaching staff.

Dashboards and automated reports facilitate the monitoring of student cohorts. They give a global vision of the results and make it possible to quickly identify students in difficulty to offer them personalized support. Thanks to these tools, establishments can more effectively manage the success of their students.

Enterprise and alumni relations

Maintaining close links with partner companies and former students is a key issue for any higher education establishment. The CRM offers dedicated features to manage and enrich these long -term relationships.

Thanks to a centralized database, the CRM makes it possible to store all the useful information on partner companies: History of interactions, offers of internships and alternation proposed, involvement in the life of the establishment, payment of the tax of learning, etc. These data are accessible to all the services concerned (schooling, business relations, professional integration ...) for perfect coordination of actions.

Alumni monitoring is also facilitated. The CRM retains the contact information for graduates, their professional career, their commitment to the network. Integrated tools make it possible to animate the community of elders via targeted communications: newsletter, invitations to events, solicitations to intervene with current students, etc.

This proactive management of corporate and alumni relationships via CRM strengthens synergies and contributes to the influence of the establishment. It is a strategic lever to develop partnerships, optimize the professional integration of students and bring the network of graduates to life.

Advantages and benefits for establishments

Improvement of student recruitment

A CRM optimizes recruitment campaigns and increasing the number of registrations thanks to several key levers:

• The centralization of candidate data in a single base facilitates targeting and personalization of communications

• Automation of applications monitoring the admission process of the first contact until registration

• The precise tracking of each interaction with the candidates makes it possible to analyze their behavior and to adapt recruitment actions

• Detailed reports help measure campaign performance and adjust investments

Personalization of the student experience

A CRM dedicated to higher education allows you to personalize interactions with each student throughout their career:

• Upon candidacy, he centralizes the information from the prospect (contact details, chosen training, level of studies, etc.) to adapt communication.

• Once the student is registered, the CRM brings together all of his data (courses, notes, internships, projects ...) for individualized follow -up. Exchanges with the administration and the teachers are traced for a 360 ° vision.

• Integrated tools allow you to program personalized communications at each key step: sending targeted information, automated reminders, invitations to events, etc.

• After obtaining the diploma, the CRM helps to maintain a privileged link with each alumni according to its profile, its professional career and its commitment to the network of elders.

Optimization of administrative processes

The automation of certain administrative tasks allows large efficiency gains:

• Reduction of time spent on repetitive tasks and low added value

• Decrease in the risk of human errors thanks to the automation of entries

• Acceleration of processes such as the processing of applications or registrations

• Time release for teams that can focus on more strategic missions

Indeed, by entrusting to CRM software previously manual tasks such as sending confirmations, reminders or the generation of documents, the administrative services save precious time. They can thus devote themselves to personalized support for students or to the development of new projects, for better service rendered.

Strategic management of the establishment

As a recent report from the Ministry of Higher Education pointed out, "the management of establishments must rely on a fine analysis of the data to guide strategic decisions". This is precisely what a CRM dedicated to higher education allows.

By centralizing all the data on students, from the candidacy for graduation through the follow -up of education, the CRM offers managers a global vision of the activity. Personalized dashboards allow you to follow key indicators such as conversion, registration or professional integration rates.

These consolidated and updated data in real time are a precious decision to decision. They make it possible to identify the most attractive training, to measure the effectiveness of recruitment campaigns, to optimize the allocation of resources or to adjust the offer of services to the needs of students and partner companies. So many strategic elements to strengthen the attractiveness and competitiveness of the establishment.

In conclusion, a specialized CRM for higher education is a strategic tool to optimize relationships with students, partners and alumni. By centralizing the data and automating key processes such as recruitment, education monitoring and animation of the old network, it allows personalized follow -up and targeted communication at each stage of the student route. A real spine of the information system, CRM Education provides concrete benefits in terms of operational efficiency, strategic management and student experience. Undeniable assets to strengthen the attractiveness and competitiveness of establishments in a context of increased competition and digital transformation. Like the solutions proposed by Emundus, a CRM adapted to the challenges of higher education is a key investment to train and support the talents of tomorrow.