CRM has long been used by other industries but not education. Many universities and colleges face challenges in measuring their marketing campaign ROI and identifying the right customer segments. Applying the CRM concept in education industry is expected to help education institutions to integrate the sales, marketing and service processes into a single system and database which will give the institutions’ management a real time reflection of their marketing strategy effectiveness so that they can adjust their strategies accordingly whenever situation changes.

Developed on Microsoft Dynamic CRM, EduVersal CRM is rich in features and functionalities. Its core modules includes Admission Portal which enables online recruitment, Recruitment Dashboard that will give the marketing manager a clear overview of their customer segmentations and recruitment progress with real time analytics and reports, Marketing Management that manages campaign planning and executions, and an API to allow the CRM data to be integrated to back end ERP solution.

Recruitment Management
Recruitment Management keeps track of prospect profile, enquiries, interaction histories and activities as well as quickly generate prospect listing view according to user’s criteria. The recruitment dashboard allows users to effectively analyze prospect demography to formulate recruitment strategy and provide personalize recruitment services to customer. Admission portal facilitates online application and allow institution to reach out to international students.

Marketing Management
Users can create marketing campaign with details and ensure all marketing campaigns are tracked so that ROI can be monitored. Users are able to systematically categorize prospects according to attributes into different marketing groups to facilitate effective target marketing activities.

Program Management
Program Management Modules structurally store programs and courses offering information, such as pre-requisite, price and marketing literatures of the institutions in a centralized location to enable quick and easy reference.

Service Management
Institutions are striving to provide better quality services to the students to ensure high retention rate. This module enables institution to track all service requests by students, from the point of the creation of service ticket until the resolution.

Contact Management
Contact Management module keep tracks of student and associate contacts in the institution. Student contact includes basic student profile. Associates are agents, schools and partner universities. Institutions can easily import student contact and basic profile using pre-defined MS Excel Template

Security Management
This module is used by the system administrator to manage the CRM system security rights. All users who want to perform actions in Microsoft CRM must first be granted security roles based on the type of access levels (A security role setting that determines for a given object type at which levels within the organization hierarchy a user can act on that object type.) and capabilities they require in the system to perform their jobs. To simplify this process, Microsoft CRM includes security components such as security role, privileges, and access levels to which a user is assigned.