Education CRM – Student Recruitment & Engagement

Module 1: Introduction to Education CRM

• Education CRM landscape: managing student lifecycle from enquiry to alumni
• Key platforms: Salesforce Education Cloud, Slate, and Ellucian CRM Recruit
• Education CRM objects: Prospects, Applications, Students, and Alumni
• Student lifecycle stages: enquiry, application, enrolment, study, and alumni

Module 2: Prospect and Enquiry Management

• Enquiry capture: web forms, open day registration, and agent referrals
• Prospect record: programme interest, qualification, and source tracking
• Enquiry nurture: personalised communication sequences for prospects
• International student management: country-specific workflows and agents

Module 3: Application Management

• Application record: linking to programme, entry requirements, and status
• Application workflow: submission, review, offer, acceptance, and enrolment
• Document management: tracking required documents and verification
• Offer management: conditional and unconditional offer workflows

Module 4: Student Enrolment and Onboarding

• Enrolment checklist: tasks for completing registration and orientation
• Student ID and system provisioning: account setup workflows
• Pre-arrival communication: welcome campaigns and onboarding materials
• Timetable and accommodation linking from student record

Module 5: Student Success and Retention

• Student engagement tracking: attendance, grades, and support interactions
• Early alert system: identifying at-risk students from engagement data
• Advising and support case management: personal tutor interactions
• Intervention workflows: automatic routing of at-risk flags to advisors

Module 6: Alumni Relations Management

• Alumni record: maintaining contact post-graduation
• Alumni engagement: events, newsletters, and giving campaigns
• Alumni mentoring: connecting current students with alumni network
• Fundraising: donations, campaigns, and legacy giving management

Module 7: Marketing Automation for Education

• Open day and campus visit campaigns: event invitation and follow-up
• Clearing and adjustment workflows: rapid response campaign management
• Programme-specific nurture: tailored content by subject and level
• Agent portal: managing international recruitment agent relationships

Module 8: Capstone Project and Assessment

• Education CRM setup: enquiry routing, application workflow, and stages
• Student success early alert system and intervention workflow build
• Alumni engagement campaign and fundraising pipeline configuration
• Final assessment and course certification

Experience in the Industry Gain expertise from education technology consultants and CRM specialists who have implemented student recruitment and engagement systems for universities, colleges, and international education institutions managing thousands of applications annually.

Backgrounds at the Top Our education CRM trainers have worked at higher education technology firms and Salesforce Education Cloud partner organisations delivering CRM implementations that transform student recruitment and success operations.

Clear & Effective Teaching Education CRM prospect management, application workflows, student onboarding, success and retention, alumni relations, marketing automation, and agent management are explained with real higher education examples.

Hands-On Learning Focus Students configure enquiry routing, build application workflows, set up early alert systems, create alumni campaigns, manage international agent portals, and build student lifecycle dashboards through structured labs.

Up-to-Date Knowledge Trainers keep content current with the latest Salesforce Education Cloud releases, Slate CRM updates, AI-powered student success features, and evolving higher education CRM and student engagement best practices.