Higher education enrollment is a dynamic challenge. Teams are navigating tighter budgets, staff shortages, and increasingly complex student journeys. With inquiries flowing from multiple sources and admissions teams juggling responsibilities, ensuring seamless operations can seem impossible. That’s where Meritto’s Higher Education CRM steps in.
Through powerful marketing automation and workflows, institutions can streamline their enrollment processes and focus on meaningful engagement. Let’s dive into how Meritto’s CRM helps solve these challenges, one workflow at a time.
What Is a Marketing Workflow?
A workflow is a set of automated actions triggered by specific events or conditions. For instance, when a prospective student fills out a form, a workflow might automatically send follow-up emails, notify counselors, and schedule reminders.
Example with Meritto:
- A student registers interest in a course via your website.
- The CRM sends an automated confirmation email and assigns the inquiry to a counselor.
- Follow-up actions like interview scheduling and document requests happen automatically.
Workflows in Meritto’s higher education CRM software ensure admissions teams spend less time on repetitive tasks and more time building connections with students.
How Workflows Save Time and Boost Efficiency
Manual processes are prone to delays and errors. Workflows eliminate these inefficiencies by automating repetitive tasks.
With Meritto’s CRM for higher education:
- Teams get real-time alerts for action points.
- Communication channels are unified, ensuring no inquiry falls through the cracks.
- Routine tasks, like application follow-ups, are handled without manual intervention.
These features empower teams to focus on higher-value activities, ultimately improving enrollment efficiency.
Five Essential Workflows to Streamline Admissions
1. Prospect Nurturing Campaigns
Students need timely engagement to stay interested. Prospect nurturing workflows help admissions teams send personalized communication at the right time.
How Meritto Helps:
- Automated drip campaigns keep students engaged.
- Communication is tailored to students’ program interests and progress.
- Engagement metrics provide insights to refine strategies.
With Meritto’s higher education CRM, you can nurture leads effectively and ensure no prospective student feels ignored.
2. Event and Campus Visit Confirmations
Campus visits are pivotal moments in the student journey. Ensuring smooth coordination is key to maximizing attendance.
How Meritto Helps:
- Automated confirmation emails are sent upon registration.
- Follow-up reminders include personalized directions and schedules.
- Advisors can call registrants for a final nudge.
This streamlined process ensures every campus event leaves a lasting impression on prospective students.
3. Admissions Advisor and Territory Assignments
When inquiries flood in, assigning them to the right advisor can become chaotic. Automated workflows solve this issue.
How Meritto Helps:
- Dynamic lead allocation assigns inquiries based on location, program, or engagement score.
- Counselors get immediate alerts when a new lead is assigned.
- Teams experience reduced turnaround times and increased efficiency.
Meritto’s lead allocation feature ensures every inquiry gets the attention it deserves.
4. Content Creation and Promotion
Effective content marketing is essential for attracting prospective students. However, managing the workflow can be time-consuming without automation.
How Meritto Helps:
- Define timelines for content creation, review, and publication.
- Automate social media posts and email newsletters.
- Use engagement analytics to refine content strategies.
With Meritto’s higher education CRM software, marketing teams can focus on crafting impactful content while the CRM handles distribution.
5. Payment and Enrollment Workflows
Financial hurdles often delay enrollments. Automating payment workflows simplifies the process for students and staff alike.
How Meritto Helps:
- Automated payment reminders ensure no fees are missed.
- Flexible financing options, like EMIs, make education accessible.
- Finance teams track all transactions in real-time through a unified dashboard.
By integrating payment workflows into the enrollment funnel, Meritto’s CRM reduces friction and enhances the student experience.
Why Choose Meritto for Your Enrollment Needs?
Meritto’s CRM for higher education is trusted by over 1,000 educational organizations. Its robust automation capabilities, combined with intuitive workflows, ensure every aspect of the admissions process runs smoothly.
Meritto’s Credentials at a Glance:
- 1 Billion student engagements annually
- 100 Million inquiries processed yearly
- 5 Million applications managed annually
- 50,000 active business users across departments
Whether it’s marketing, counseling, or finance, Meritto brings every team onto one unified platform to optimize performance and boost enrollments.
Final Thoughts
Streamlining your college admissions funnel doesn’t have to be a daunting task. With workflows powered by Meritto’s higher education CRM, institutions can simplify complex processes, save time, and focus on what matters most—building meaningful connections with students. From lead nurturing to payment management, Meritto’s CRM equips teams with the tools they need to succeed in today’s competitive higher education landscape. Ready to transform your enrollment journey? Schedule a demo today and see how Meritto can make a difference.
