Professional Services

At Enrollment Rx, we realize that some clients are seeking to deploy the Salesforce platform for a specific purpose that might fall outside of our pre-built configuration. Our team is uniquely qualified to provide custom implementation, development, and professional services to any institution seeking to deploy Salesforce in a one-off fashion.

No other consulting firm can offer the same level of expertise in higher education coupled with our extensive experience and knowledge of the platform. Enrollment Rx blends these two disciplines together, and can deliver custom implementation services to fit any project requirements.


New! Quick Start Implementation Program

Do you have a vision of CRM across the student lifecycle, but you’re not sure where to start? Are you implementing a new CRM system or overhauling existing systems and looking for a way to prioritize resources and effectively allocate budget?

The Enrollment Rx Quick Start Implementation Program for enrollment management helps admissions teams establish a strong foundation of technology systems and business processes that can scale to full-lifecycle CRM. To help you get up and running quickly, Quick Start supports immediate enrollment goals and processes – such as marketing, recruitment and admissions – with a single, focused project.

Built on a proven process fine tuned through extensive experience in higher ed CRM implementations, Quick Start  includes the following services:

  • Business Process Review (BPR), including evaluation of business process requirements and well-defined “blueprints” for a successful CRM deployment, e.g. prospect/inquiry management, event management, constitution communication plans
  • Product Configuration, including set-up of data model, event management and recruitment school visit management, reports/dashboards, automated workflow, communication templates and security/governance settings
  • Sandbox review
  • Data migration
  • Integration Advisory services
  • System Admin and User Training

Contact us to learn more about how Enrollment Rx can help with your CRM needs.

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