Recruitment, Prospective Students, and Admissions to the College/University We are seeking a CRM that provides a flexible, standardized, and equitable admissions process for all applicant types and programs. The system must support universal and branching applications, allowing students to apply to multiple programs and institutions through a single, adaptable application. Self-service capabilities are essential, enabling students to update applications, upload documents securely, and track their status in real time. The CRM should automate workflows for reapplications, document processing, checklist management, and decision releases, reducing manual effort and ensuring consistency across all 32 institutions. Collaborative review consoles, role-based access, and bias detection tools are required to support fair, multi-user decisionmaking and enforce standardized admissions policies. Integration with Workday Student and document management systems, as well as support for both digital and manual entry, are also necessary features. Academic Advising and Student Success The CRM must empower students and employees with tools for early identification of needs and strengths, using faculty/staff alerts, predictive analytics, and surveys. It should support both risk-based flags and positive recognition (kudos), with automated alerts triggered by academic or behavioral indicators. The system should facilitate coordinated referrals, case management, and intervention tracking, ensuring that the right people are notified and outcomes are monitored. Role-based access controls are required to protect sensitive student data. The CRM should leverage analytics and AI to provide actionable insights, evaluate support strategies, and guide continuous improvement at both individual and cohort levels. Configurable dashboards, cohort-level analytics, and continuous improvement reporting are essential for monitoring advising outcomes and intervention effectiveness. Integrated Digital Marketing and Communications We require a CRM that supports personalized, automated, and inclusive communication plans and marketing across the student lifecycle. The system must enable multi-channel outreach—including email, SMS, print, and social media platforms (Instagram, TikTok, WhatsApp, Facebook, Snapchat)—with two-way messaging and bulk campaigns. Integration with web advertising platforms and support for event-triggered campaigns are needed to optimize engagement and enrollment outcomes. Campaign management tools should allow for planning, resource management, and performance analytics (delivery, open rates, ROI). The CRM must support dynamic content management, customizable communication plans, and AI-generated messaging tailored to student profiles and preferences. Consent management, accessibility checkers, and message preview/testing tools are required to ensure inclusivity and compliance.
