A well-executed digital marketing campaign can generate significant increases in the number of direct inquiries and applications your institution receives. In order to maximize the benefits of your efforts, it’s important to ensure that you have the resources to follow up with every prospective student who makes contact, offering your help, guidance, and support, and welcoming them into your school community.
Employing CRM technology allows your institution to capture, track, and follow up on every inquiry systematically. Prospective applicants can be nurtured towards enrollment with carefully planned, automated campaigns that allow you to build a strong relationship with leads from day one.
Are you still using Excel files to track and follow up with leads and applicants on a daily basis? Do you find yourself working double time just to keep up? Would you like your recruitment team to spend more time recruiting than updating a spreadsheet? Our team will help you to manage both inquiries and applications, automate your follow-up processes, and create fully personalized emails, SMS, and complementary content offers for students at every stage in the enrollment process.
HEM provides customer relationship management services for schools that need a clearer, more reliable way to manage prospective-student relationships. We can improve an existing CRM, design a CRM strategy and data model, or implement a platform that fits your institution’s recruitment process. When appropriate, our specialists can support Mautic or HubSpot, while keeping the service focused on your goals, workflows, data quality, and team adoption.
Customer Relationship Management Services for Schools
A successful education CRM project involves more than installing software. HEM maps the full journey from first inquiry to application, acceptance, and enrollment, then configures the people, processes, data, and automation needed to support it. This helps marketing and admissions teams work from a shared view of each prospective student and respond with relevant information at the right time.
Our CRM consulting and implementation services can include:
- » CRM needs assessment, platform evaluation, and implementation planning
- » Lead, contact, application, and enrollment lifecycle design
- » Data-field, segmentation, permissions, and governance planning
- » Admissions workflows, lead routing, tasks, and service-level processes
- » Email and SMS automation aligned with recruitment stages
- » Dashboard, attribution, and conversion reporting
- » Team training, documentation, and ongoing optimization
This page describes HEM’s broader CRM service: the strategy, implementation, integration, and optimization work that makes customer relationship management useful across an institution. Schools seeking a specific platform can also explore our dedicated Mautic and HEM Student Portal solutions.
Follow Up on Every Inquiry with Tailored Lead Management Solutions
HEM uses CRM technology to create a fully automated lead management system for your institution, allowing you to:
- » Compile detailed profiles for each new contact
- » Track individual leads’ page views, area of interest and time spent on-site
- » View new inquiries by country or region
- » Segment leads into lists for quick access—organize by program, location, language, and more!
- » Send automated responses via email and SMS
- » Easily schedule follow-up contact, book appointments and tours, and manage tasks
Manage Online Applications with CRM Technology
Your institution’s CRM platform can also be used to manage your applications, including:
- » Creating online application forms for your programs
- » Viewing applications by program and application status
- » Tracking applicants by conversion path for improved campaign optimization
- » Scheduling follow-up contact, interviews, and automated responses to applications
Create Automated Email Marketing Campaigns
HEM can develop automated email lead nurturing campaigns for your institution, which can help to build trust with prospective students and resolve critical barriers to enrollment, ensuring your institution never lets a single lead fall through the cracks.
- » Automate personalized emails for leads at every point in the enrollment journey
- » Create segmented campaigns for more efficient targeting
- » Define specific actions, triggers, and goals for your campaigns
- » Develop multilingual campaigns for international recruitment
- » Schedule regular newsletters
- » Include tailored content offers, including blogs, infographics, brochures, and more
Manage Your Campaigns More Effectively with Comprehensive Reporting
HEM will also provide detailed CRM feedback that can help you refine and improve your campaigns:
- » Quickly view your recent activity on an easy-to-read dashboard
- » Track your lead generation on multiple channels (organic search, pay-per-click, social media, etc.)
- » View reports for leads and applications by status, program, or country
- » Easily share campaign information with other team members
