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CRM Optimization

CRM Software for Higher Education

Powerful Connections With Recruits, Students and Alumni

When fully optimized, your institution’s customer relationship management (CRM) system is an incredibly powerful tool.
Our CRM consulting can grow enrollment, improve retention, support fundraising and advancement and foster productive relationships with constituents both on and off campus. Even better, it can be a treasure trove of data that powers next-generation analytics to drive success at every stage of the student lifecycle – from applicant to alumnus.

CRM Consulting Services

A single CRM solution can manage and unify your institution’s entire list of contacts. When optimizing your CRM, we can help make it work in conjunction with other departments to enhance communication even further. You can even use stored data within your system to customize a specific user’s experience the next time they visit your institution’s website.

Our experienced CRM for higher education consultants deliver these results for institutions large, small, public and private. They understand that effective management of student and alumni relationships is essential to the mission. As such, they provide support for a wide range of the most popular CRM software systems in higher education today, including , Technolution’s Slate, Ellucian’s suite of CRM Recruit, CRM Advise and CRM Advance, Anthology Reach, Element 451, Salesforce, and Microsoft Dynamics.

Our higher education CRM consultants can assist you with creating stronger relationships by engaging your contacts consistently and effectively at each lifecycle stage, ensuring a more connected and fulfilling experience.

Streamlined CRM Administration & Integration

Ferrilli CRM consultants provide comprehensive administration of your CRM, including:

  • Best-practice guidance
  • Workflow optimization
  • Security settings reviews and updates
  • Support implementation of new functionality

We also assist with CRM integration into:

  • ERPs such as Ellucian Colleague®,Ellucian Banner® (we are an Ellucian Platinum Services partner), and other ERP systems using a variety of integration tools
  • Reporting applications such as Power BI, CRM Tableau, and Einstein Analytics for institutions with on-premise databases, daily data downloads, and cloud SQL access.

Slate Support

As a Slate Gold Preferred Partner, our experienced Technolutions Slate CRM team can support baseline or custom functionality that empowers your teams to get the most out of the system. 

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Salesforce

As a Salesforce Impact Partner, Ferrilli helps institutions leverage the Salesforce CRM for higher education ecosystem to support enrollment, student success, and other institutional priorities.

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Ellucian Recruit

Ferrilli offers comprehensive solutions for institutions leveraging Ellucian Recruit, a powerful CRM designed to streamline student recruitment, engagement, and admissions processes.

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Microsoft Dynamics CRM Support

As a Microsoft Certified Gold Partner, Ferrilli consultants possess the experience and expertise needed to support various applications based on Microsoft Dynamics CRM, including Ellucian’s CRM Recruit, CRM Advise, and CRM Advance; Anthology Reach, Succeed, and Raise; and Customized MS Dynamics for both on-Premise and SaaS.

We have supported numerous and diverse institutions as they’ve implemented, optimized, integrated, and updated Microsoft Dynamics CRM. Not only do we provide the technical support needed to create efficient workflows, dashboards, reporting, integrations, and optimization for every aspect of the system, we have the crucial process knowledge that enables the most efficient and effective use of Microsoft Dynamics CRM at your institution.

Choosing A Trusted CRM Consultant For Your Institution’s Unique Needs

No matter what solution you run, Ferrilli’s ability to help you effectively manage the full student lifecycle is second to none – and is affirmed by our money-back satisfaction guarantee. Our CRM consulting services help your institution develop the strategies you need to establish and grow relationships with all those associated with your organization. Contact us today to learn more.

We are enabled to go further due to our passion for providing excellent services and vast experience in higher education. In fact, it’s all we do. So, get in touch with us today to speak with a member of our team.

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