Higher Education CRM Solutions | Dynamics CRM for Higher Education Consulting

Enhancing Engagement Across Higher Education Communities

Higher Education CRM Software serve as valuable assets for engaging with various constituents, including prospects, students, alumni, faculty, staff, parents, and corporations, enabling the establishment of relationships that develop over time. However, it’s crucial not to presume that all is stable. Recognize that constituents evolve, and a successful school adapts accordingly.

Fostering Student Engagement and Data-driven Decisions with CRM

Our CRM software for higher education offers a secure, scalable, and cost-effective option that fully leverages a secure cloud infrastructure. This includes support for mobile devices and applications. We understand that you’ve made significant investments in student learning and management software. Both Student Information Systems (SIS) and Learning Management Systems (LMS) can seamlessly integrate with Microsoft Dynamics, providing a more comprehensive understanding of individual students and alumni.

Cultivating Strong Student Relationships: Foster a sense of community and building relationships by empowering staff to connect with students.
Gaining Insights from Data: Make strategic decisions by leveraging recommended insights for predictable decision-making.
Integration with Value-Adding Applications: Harness the power of Microsoft Dataverse and integrate with your existing customer engagement tools.

Break Down Silos with Microsoft Dynamics powered Higher Education CRM

Microsoft Dynamics offers educational solutions with flexible deployment options—on-premises or in the cloud—to shape the future. It seamlessly integrates with existing systems. Closing the data gap between departments presents challenges, particularly in complex higher education institutions. Siloed departments often face issues such as:

Routing prospective student leads to appropriate team members effectively.
Acquiring comprehensive information on potential donors and alumni.
Connecting students promptly with the relevant department for support.
Gaining clear visibility into constituent information and fostering engagement.
Integrating services, third-party apps to enable automation and digitization

Features of MS Dynamics CRM for Higher Education

Multichannel Communication: Personalize patient/attendant interactions through their preferred channels, such as email or an app.
Appointment Management: Streamline scheduling for both in-person and telehealth appointments. Identify patient no-shows and automatically send out no-show surveys with options for appointment rescheduling.
Referral Management: Maintain comprehensive profiles for each student within your referral network, showcasing complete interaction histories. Utilize dashboards to track engagement of referral providers and the number of referred students.
Referral Management: Maintain comprehensive profiles for each student within your referral network, showcasing complete interaction histories. Utilize dashboards to track engagement of referral providers and the number of referred students.
Student Engagement and Behavior Analytics: Utilize embedded Power BI Dashboards to monitor care plans, patient feedback, and satisfaction levels.
Marketing Automation: Personalize app/portal/website experiences through email marketing campaigns and event management features.
Customer Service Management: Implement an automated ticketing system, IVR to Lead Capture, Case Management System, and automated service desk for streamlined file creation and management.
Compliance Management: Store all records securely in Azure and manage document storage in a secure SharePoint environment to maintain regulatory compliance standards.

Gain a 360-degree view of student lifecycle

Gain Comprehensive Insights: Attendance, Courses, Internships, Achievements, Extracurricular Activities, Interventions, Assessments, and Behavior Incidents.
Parent and Student Portal: Access Student Information Including School Registrations, Activities, Attendance, Coursework, Learning Standards, Incidents, and Interventions.
Streamline Paperwork and Forms Collection: Leverage built-in SharePoint functionality to streamline your paperwork digitally and capture form-fills in the CRM System with ease.
Engage Donors and Facilitate Fundraising: Manage Donor Data According to Industry Standards for Relationship Management.
Student Behavior Management Application: Record, Track, and Encourage Positive Student Behavior Through a Power Apps Application.
Enhance Remote Work and Collaboration: Provide faculty and staff flexibility to work anywhere, improving teamwork.

The Benefits of Integrated Higher Education CRM Systems

Integrated Higher education CRM solutions built on Microsoft Cloud deeper insights into corporate and alumni relations, admissions and enrollment, performance, and beyond. These recommended insights enable adjustment of departmental processes and modernization of legacy systems to reduce costs and boost productivity.

Meeting the omnichannel expectations of Millennial buyers
Enhancing customer experience through AI and advanced analytics
Increasing productivity across multiple business lines
Streamlining Customer Engagement activities through automation
Up to a 60% increase in automatic recommendations
80% increase in overall operational efficiency
50% better reporting capabilities
Reducing time to value and accelerating innovation in applications
Achieving up to a 50% reduction in time to capture and fact-finding journey

Looking for consultation?

Improve Educational Outcomes

Complete View of the Student
Student Case Management
Dashboards and Reporting
LinkedIn Integration (Relationship Sales)
Student Information System
Student Self Service

Engage students intelligently.

Reviewing prospective student history
Monitoring current student status and preferences
Tracking constituent social media presence
Recording interactions with alumni and donors
Mapping constituent relationships
Accessing student case history

AI- Enabled Recommended Insights

Admission Management with Insights
Automated Student Journey Tracking
Next Best Action Recommendations
Capturing Student Inquiries from LinkedIn and IVR
Targeted Communication Campaigns
Advanced Performance Analytics

Automated Marketing Journeys

Enhance Student Relationships with Social Insights
Craft Meaningful, Personalized Student Experiences
Foster Team Collaboration in Remote Environments
Analyze Student Data and Uncover Relevant Insights
Implement Multi-Phase Campaigns
Provide Responsive, Relevant Service Top of Form

Use Cases

Alumni Engagement

Enquiry Management

Reporting and analytics

Universities

K12

Business Schools

Nonprofits for Education

Have a specific Use Case?

Built-in integrations for Dynamics 365 for Education

How can we help you?

Beyond Key can help you customize a Higher Education CRM Software based on your working style and requirements without the need for coding at your end.