Does your institution want to use Salesforce to manage recruitment and admissions processes, including delivering a rich, dynamic applicant portal experience on top of Experience Cloud? If so, we are happy to share the lessons we have learned over 13 years of delivering CRM for higher education and applicant portals on Salesforce.

Tip #1:

Find a composable solution that will allow your operational administrators to configure and deploy the user interface functionality rather than relying on a group of developers to custom build a portal. This is a very important distinction. Custom building will invariably result in endless adjustments in the future as requirements and opinions change. They will often rely on a team of engineers or a third-party consultant to make changes. It is important that the system can be easily and quickly modified with mouse clicks, so as to ensure a future proof CRM for higher education.

Tip #2:

If done correctly, a composable CRM for higher education will extend itself well beyond an applicant portal. We have examples of clients that have created student portal experiences, parent portals, and international agency portals, to name a few. The Salesforce platform can support limitless constituent relationships and Enrollment Rx helps transform Experience Cloud into various types of portals for higher education. It is important to seek a CRM for higher education that will allow for expansion into additional portals and forms which can be supported by the same internal administrators if necessary.

Tip #3:

Composable solutions lend themselves to continuously tackling and solving challenges over time. For example, one client decided to overhaul all of the manual processes that were previously part of the student experience. Over 20 forms were created in one portal to replace the paper pushing processes, thus catapulting the student experience into the modern era.  Students can now log into their portal and have access to everything they need, from “leave of absence” to “IT Help Desk”. With a fully composable CRM for higher education, institutions can leverage existing skill sets to improve and upgrade antiquated business processes.

Click here to learn more about how Enrollment Rx has helped other universities and colleges implement a R.A.D. CRM for higher education.