Student Relationship Management’ rich feature set includes:

  • Marketing - Create multi-channel marketing campaigns and leverage marketing automation capabilities to reach your targeted constituent and build communications plans based on historical interactions, personal preferences or specific areas of interest. Quickly build marketing activities with phone script dialogs and user defined follow up workflow activities.  
  • Leads - Enter and track student leads from initial inquiry via Social Marketing to application processing, final acceptance and follow up communications. Use a web interface to quickly build and deploy visually pleasing applicant portals for self-tracking and interactive Social Communications.
  • Contacts - Manage all constituent Microsoft Outlook activity with intelligent email tracking and routing.  View history of all constituent related activities including Outlook Calendar Appointments, Tasks, Emails, Phone Calls and user defined activities.
  • Student Information - Turn prospective students entered as leads into active records with all background and relevant information updated automatically. Use Microsoft Workflows to generate follow up activities including interviews, email notifications, transcript reviews and required responses.
  • Dashboards - Setup user-defined Dashboards to manage your day to day processes completely within inside Microsoft Outlook with full drill down capability. Setup specific record criteria filters, web links, and drilldown charts while dynamically adding new records as needed. Integrate with real time Internet feeds to deliver relevant web and RSS information directly to your Dashboards. 
  • Microsoft SQL Reporting Services - Use Microsoft’s SQL Reporting Services to generate existing forms and reports or use the graphical Report Builder Wizard to develop your own. Export and manage drilldown report capability to easily display relevant information
  • Workflows - Use Microsoft’s Workflow engine to setup user, or automatic, processes and activity updates that run on demand or in the background. Update fields, trigger email follow ups, and schedule automatic activities using a Microsoft technology that is incorporated into a number of their platform products..
  • Dialogs - Build interactive forms and processes that allow your organization follow specific steps with updated information as you complete steps. Setup specific questions and related form entry to ensure standard procedures and practices are followed.