…achieve your sector-specific requirements “out-of-the-Crimson-box”…
Crimson’s extensive experience of and presence within the Further Education sector has enabled the development of a range of Accelerators which deliver sector-specific functionality “out-of-the-box” for most operational areas of a college where CRM has applicability. Fine tuning of Accelerator functionality to suit each individual customer’s operational requirements is delivered by the Crimson Fusion implementation methodology.
…commercial business management with an FE bias…
Business Development -
In their business engagement activities, colleges are not materially different from commercial organisations who market products/services to a target customer base and as a result, generic customer engagement functionality provides a reasonable fit with these processes. However, there are a range of specifics within FE which need to be catered for. Business Development teams engage with employers to recruit work-based learners and actively fulfil apprenticeship vacancies from potential candidates. This Accelerator builds on the standard commercial functionality of Dynamics 365 by providing a range of processes which extend the CRM solution to address the specific commercial practices found within the FE sector.
…recruiting candidates for employer vacancies…
Vacancy Management -
Typically in support of apprentice training, there is a requirement to record employer vacancies, profile candidates, identify suitable matches and help fill the vacancy via a formal recruitment process. None of this is provided by generic Microsoft functionality and this Accelerator delivers the essential vacancy and candidate records along with the additional data and processes required to support the whole cycle from vacancy creation to fulfilment. It is thus ideal for apprenticeship recruitment, but also works for traineeships and work placements at relevant employers that need to be provided for all full-time learning programmes.
…supports the student journey from enquiry to enrolment…
Student Recruitment -
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 processes involved. Beginning with enquiry management, this Accelerator provides an efficient and systematic way of recording and resolving incoming enquiries from all sources, with performance metrics available 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.
…enhances relationship with and recruitment from feeder schools…
Schools Liaison -
Colleges who engage with feeder schools as an active part of their student recruitment programme will benefit from the specific functionality provided by this Accelerator. As well as providing a modified organisation record to capture specific data about the school, integration with the EDUBASE database allows detailed school performance data to be imported as required. In order to track the effectiveness of time invested, each school visit conducted can be recorded along with students attending and subsequent enquiries received.
…streamline your application processing…
Admissions Management -
This new Accelerator complements Student Recruitment by focusing solely on managing the application process from the twin perspectives of efficiency of operation and student experience. To achieve this, additional detail has been added to the application record in CRM, but the main change has been the development of a Portal interface which can be used by staff and students to perform all the tasks involved in the application process. Built using the core Microsoft Portal capability inherent within Dynamics 365, the applicant portal provides an intuitive and engaging interface between institution staff and applicants to progress applications from inception to conclusion.
…professional management & delivery of student support requirements…
Student Welfare -
The Student Welfare Accelerator provides rich functionality to manage and support the wide range of student services provided by most institutions using a full suite of customer service features including case management, knowledge management, customer insights, propensity modelling and resource scheduling to manage student appointments with a range of support staff. This Accelerator also addresses the specific requirements associated with disabled students 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 disabled student record which supplements the standard student data with that additionally needed to manage and support the disability requirements.
…fosters ongoing engagement and re-recruitment of completed learners…
Whereas much of student engagement functionality is focused on the student journey up to enrolment, this Accelerator focuses specifically on completed learners and the nurturing of this group to promote awareness of relating learning and to foster their continuing professional development with the college. This might range from the simple membership of the alumni community to active involvement in recruitment events, all of which can be achieved with this Accelerator. The rich customer record of previous learning and outcomes built up within CRM allows the specific targeting of completing learners enabling highly relevant marketing communications to be made.
…the complete event management package with integration to customer records…
Event Management -
Open Days are a key part of the marketing mix for most colleges and this Accelerator provides customised extensions to the standard Marketing module to improve event planning, publication and promotion along with delegate, exhibitor and sponsor management. With event management fully integrated with learner records, the ability to target market relevant student cohorts will increase open day registrations and improve enquiry conversion. It also greatly simplifies the provision of joining instructions, attendance tracking and feedback analysis. For each event, a full financial analysis of costs and viability can be produced.
…communicate relevant messages to your segmented customer groupings…
Marketing Communications -
For most colleges student recruitment begins with effective marketing, involving the targeting of prospective learners and businesses with relevant study/training options based on their customer profile. This is a business application well served by core Dynamics 365 as marketing capability is integrated with detailed customer records. This core capability can be further enhanced by specialist partner applications such as Dotmailer or Click Dimensions, both of which provide rich text email marketing and click-through analysis of email communications sent. Additional communication channels can be opened up by the addition of Microsoft Social Engagement and the Crimson SMS Connector.
…24x7 on-line self-service capability from your website…
Website Integration -
Customer self-service enhances the engagement experience with your College and this can be achieved with interactive web forms or Portal capability which integrates directly with relevant aspects of CRM. This is particularly appropriate for enquiry submission, application management, support requests & follow-up and event promotion & registration. Crimson uses the integral portal capability provided with Dynamics 365 to deliver self-service functionality in all of these areas.
…target your customer using appropriate communication channels…
SMS Integration -
Using the most appropriate communication medium can be just as important as the message itself and this Accelerator enables connectivity directly between CRM and your chosen text message provider. Outgoing messages are created within CRM and delivered by your SMS service provider, with corresponding Activity records created against each customer record along with incoming responses if desired.
…enrich customer engagement with data from other business systems…
Systems Integration -
It is quite common for some customer data residing in other business systems to benefit from integration with CRM. In education this is typically the case with the student management system and Crimson has successfully achieved this with all the leading suppliers. The Crimson Integration Connector provides a technical framework within which the precise integration settings can be configured to enable this automated process to take place.
…simplify your ability to comply with 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.