Ellucian CRM Recruit

Agent management
Connect with your agents via a specialized portal where they can enter and manage applications, review status, and assign staff for follow up.

Automated ERP integration
Don’t wait for batch imports that can delay prospect engagement. CRM Recruit seamlessly integrates with Ellucian ERPs in real time, aligning prospect record information with applications, academic history, communications, and financial data.

Branded experience
Provide a consistent look and feel to your forms, website, and communications through configurable templates that utilize your unique colors, logos, and branding guidelines.

Chat
Live chat with students and track engagement within their prospect record. Embed into nearly any website to provide an immediate outreach platform for prospective students with questions.

Data imports
Import suspect lists, applications, test scores, and more directly into the system.

Decision management
Easily review applications and supplemental items through CRM Recruit’s online platform. Use rules and dynamic criteria to automatically assign decisions, or route applications to appropriate team members for follow-up.

Dynamic applications
Customize views with mobile, dynamic forms that allow for conditional logic and rules—so only relevant program details are displayed, saving prospective students time and frustration.

Email
Build personalized and customizable bulk email options with CRM Recruit’s easy-to-use template editor. Track engagement, open rates, click-throughs, and more with targeted metrics and ROI.

Event management
Save time and effort on events with online and mobile event creation, guest management, tracking, and measurement.

Global support
CRM Recruit aligns with different global initiatives including UCAS integration (UK), clearing, and confirmations.

Territory assignments
Set rules and parameters for incoming inquiries to automatically route to recruiters based on territory assignments.

Text messaging
Connect with audiences where they spend most of their time: on their phones. Text conversations are tracked within activity records so engagement can be measured and managed across your entire team of recruiters.

Trip planning
Collectively manage recruiter trips and success outcomes of each visit. See a summary of results including applications, enrolled students, and more.

Multi-touch communication plans
Build a comprehensive multi-touch engagement strategy for events, prospect nurture, and more. Utilize conditional fields and triggered communications for automated outreach. Visualize every prospect touch point—via phone, email, text, and more—in one comprehensive view.

Prospect experience
Give students a convenient self-service mobile platform to manage their applications, recommendations, transcripts, program details, financial accounts, and more.

Prospect inquiry and tracking forms
Create account and inquiry forms to collect prospect data. Embed codes into existing websites, and use filtering criteria to track prospect activity and automatically assign follow-up to team members.