In today’s fast-paced educational landscape, institutions need tools that streamline processes and boost efficiency. A higher education CRM does more than just manage relationships; it upscales admissions workflows, helping teams work smarter while enhancing the student experience. Here’s how a CRM in higher education can transform your institution’s admissions process.
Leveraging Higher Education CRM for Admissions Teams
A CRM in higher education impacts students at every stage of their journey, including when they first inquire and when they enroll. Below are 12 ways a higher education CRM enhances processes and improves team efficiency across departments.
1. Drive Personalized Conversations
With Meritto’s CRM, admissions counselors like Nelly can tailor conversations based on student interests. For example, when prospective student Caleb expresses interest in a specific course, concerned admission teams use real-time data to personalize the discussion, guiding him through his options.
2. Automate Lead Assignment and Responses
The manual lead assignment is tedious. Meritto’s CRM in higher education automates this process, saving time. When Caleb fills out an inquiry form, the CRM assigns him to a counselor based on his course of interest. This automation speeds up the outreach process, allowing Caleb to receive an immediate response via email or text, improving the overall experience.
3. Increase Admissions Visibility
With real-time dashboards, admissions managers can track team performance. Meritto’s CRM offers complete transparency on how many inquiries have progressed through each stage, ensuring managers can address bottlenecks before they impact enrollment numbers.
4. Streamline Application Processes
For students like Caleb, the application process can be cumbersome. With Meritto’s CRM, he can complete applications online, reducing the need for paper forms and simplifying submission. As he moves from “interested” to “application in progress,” Caleb can track every step of his journey, from offer letter to payment.
5. Centralize Communication for Students
Meritto’s higher education CRM serves as a centralized portal for all student communications. For admission teams, this means one platform to store call recordings, notes, and student interactions. Whether it’s a campus tour or course details, all information is readily accessible, ensuring no data slips through the cracks.
6. Targeted Outreach and Segmentation
Marketing managers use the CRM to create targeted campaigns. By segmenting students based on their stage in the enrollment journey, they can craft personalized email and SMS messages, ensuring high engagement. For example, Caleb receives tailored messages about scholarship opportunities based on his application status.
7. Optimize Marketing Campaigns
A CRM in higher education provides in-depth reporting, allowing admission teams to track the performance of their marketing campaigns. By analyzing open rates, click-through rates, and student engagement metrics, she can make data-driven decisions to improve future outreach.
8. Integrated Systems for Finance Teams
Finance teams greatly benefit from Meritto’s integrated payment systems. When a student delays his/her course fee payment, concerned teams are instantly notified, prompting them to follow up. The seamless integration between departments ensures that no payments are missed and students can continue with their enrollment process.
9. Reduce Administrative Workload
Administrative staff can see how many students have completed enrollment and how many still need follow-ups. Meritto’s CRM for higher education integrates with Student Information Systems (SIS), ensuring all student data flows smoothly between departments, reducing redundant work, and improving efficiency.
10. Real-Time Reporting and Analytics
From counselor performance to financial updates, Meritto’s CRM provides real-time reporting, offering insights into every aspect of the admissions process. Admissions heads can easily track inquiry-to-application conversion rates, helping the team meet enrollment targets.
11. Boost Student Engagement
With Meritto’s CRM, the entire institution benefits from improved student engagement. Automated workflows remind students of deadlines, upcoming interviews, or missing documents. For students, timely reminders ensure they complete applications without delays, keeping them on track to start their course.
12. Improve Team Efficiency and Productivity
Meritto’s CRM automates repetitive tasks, like sending follow-up emails or setting reminders for counselors. This gives teams more time to focus on meaningful interactions with prospective students. With fewer manual processes, teams can handle more inquiries, increasing productivity.
Why Meritto’s Higher Education CRM Stands Out
Meritto’s higher education CRM is designed to meet the unique needs of educational institutions. Here’s why over 1,000 organizations trust Meritto:
- Over 1 billion student engagements powered annually
- Processed 100 million inquiries on average each year
- Managed 5 million applications on average annually
- Supported by 50,000+ business users across departments
- Trusted by 1,000+ education organizations worldwide
Meritto’s CRM not only enhances the admissions process but equips institutions with the tools they need to grow and succeed. Ready to transform your admissions process?
Schedule a Demo Today
Explore how Meritto’s higher education CRM can help you optimize admissions, boost productivity, and engage students effectively. Schedule a demo today and see how our platform can work for you!
