Crimson Dynamics for Independent Schools

…achieve your student engagement objectives “out-of-the-Crimson-box”…

Crimson’s presence and extensive experience within the education sector has enabled the development of a range of Accelerators which provide Independent Schools with “out-of-the-box”, sector-specific functionality for the operational areas where CRM can make a difference.

Fine tuning of Accelerator functionality to suit each individual school’s operational requirements is delivered by the Crimson Fusion implementation methodology.

  • your segmented customer groupings with relevant messages...

    Marketing Communications -

    For most schools, parent and student engagement begins with effective marketing, involving the targeting of prospective learners and their family with information about the school, facilities and teachers based on their relevant entry level. Dynamics 365 provides an integrated marketing management solution for planning, execution, automation and analytics across all channels — digital, social, and traditional – to achieve all of this in the most efficient way.


  • ...multi-channel enquiry capture & resolution...

    Student Recruitment -

    The initial engagement with a student’s parent is a vital aspect of student recruitment and schools have identified that a positive customer experience improves the recruitment rates achieved. Student Recruitment addresses the pre-enrolment stages of the student journey and delivers functionality not found in core Dynamics 365 to support the education-specific business processes involved.
    Enquiry Portal
    The Enquiry Portal provides a simple online method for parents to submit an enquiry on anything from open days to scheduling a visit.
    Enquiry Management within CRM
    Enquiries submitted via the Portal or by email, telephone or face to face are recorded within the Accelerator to provide efficient and systematic management through to resolution, along with automatic performance metrics at team and individual staff level. Via integration to the student management system, enquiries are mapped to the individual student record and any corresponding open day attendance, applications and enrolments to provide a conversion analysis at individual and aggregate levels

  • ...positive engagement optimises recruitment...

    Admissions -

    The Admissions Accelerator provides an efficient way of assisting your admissions staff manage what can be a lengthy and challenging process whilst providing continual support and positive engagement with prospective students and parents alike.
    Application Portal
    The Crimson Application Portal is fully customisable and links with the enquiry Portal so that parents who created an account during the enquiry phase can also submit applications using the same account for their children. The progress bar and easy-to-follow steps on the application form will guide parents through the complete process.
    Application Management within CRM
    The Accelerator simplifies the admissions process by means of a unique feature called Business Process Flow. The fully definable functionality will guide the admissions team through the complete process. At the same time, CRM will gather and manage all the necessary information required to assess the application under one single student profile, including parent information, student information, academic history, supporting documentation, full communication tracking etc.

  • People on conference
    ...the complete open day & event management solution...

    Open Days & Event Management -

    This Accelerator provides a comprehensive event management solution to improve event planning, publication and promotion and offers sophisticated delegate management options including online registrations, availability levels and waiting list management. Multiple ticket types can be offered and, for paid events,  pricing, discounts and payments can all be managed. For each event, a full financial analysis of costs and viability is produced. Joining instructions, attendance tracking – through QR and bar codes – and feedback analysis complete the event management process. Ongoing student engagement can also be tracked against such events producing comprehensive marketing and event effectiveness metrics.

  • Senior businessman helping his younger colleague with financial analysis
    ...efficient management & delivery of student support requirements...

    Student Welfare -

    The concept of student lifecycle is encouraging Independent Schools to engage positively with students and their parents/guardians throughout the whole journey. The Student Welfare Accelerator provides rich functionality to manage and support the wide range of student services provided by most schools using a full suite of customer service features including case management, knowledge management and resource scheduling to manage student/parent appointments with the various support staff. This Accelerator also addresses the specific requirements associated with students who have special educational needs and the staff who are involved in providing the additional support required. This begins with identification at enquiry stage and is based on the provision of a specific student record which supplements the standard student data with that additionally needed to manage and support the disability requirements.

  • Mixed group business people in office
    ...cultivating relationships with completed students...

    Alumni & Fundraising -

    Whereas much of student CRM functionality is focused on the student lifecycle up to enrolment, alumni management is concerned with completed learners and the nurturing of this group to promote awareness of relating learning and to foster their continued association with the School. This might range from the simple membership of the alumni community, involvement in post-graduate events, volunteer recruitment and donation management. This Accelerator is designed to help the School cultivate lifelong relationships with students and possibly parents and includes full management of donations and fundraising activities.

  • industrial programmer checking computerized machine status with laptop computer
    …enrich the CRM record with student data from other business systems & sources…

    Integration -

    One of the key elements of a successful student lifecycle and business solution in an Independent School is the ability to integrate data and solutions. In order to ensure the underlying Dynamics platform is stable and viable to support the enterprise requirements, integration should be achieved within a technical framework that is robust, auditable and based on supported Microsoft methodologies. Crimson provides integration solutions and services for a number of key functions including web forms, Portals, social media, student management system (iSAMS), SMS providers, postcode databases, online chat and payment systems.

  • …simplify your ability to comply with GDPR…

    GDPR -

    Complying with GDPR provides another compelling reason to implement a CRM system which is capable of helping you and your staff achieve this compliance. The current Crimson Dynamics CRM solution is built entirely on the Microsoft Dynamics 365 platform which delivers industry-leading security measures and privacy policies to safeguard your data in the cloud. Alongside this, Crimson has introduced new functionality to greatly assist the ability to achieve GDPR compliance. This functionality is initially focused on providing the necessary tracking and audit records with respect to consent, data subject requests and breaches. It also includes capabilities for manipulating data held for the purposes of reporting, de-activating and deleting. Future releases will introduce additional Portal capabilities via which data subjects can exercise many of their rights themselves.