Challenge: How can higher education use Salesforce as CRM for university admissions to support admissions decisioning processes for all programs, applicants, and reviewer types?

Common Use-Cases:

  • How can CRM for university admissions software support the specific review requirements of the nursing program, which may be different from the review requirements of the business program?
  • How can the CRM for university admissions support the review and scoring of specific applicant pools, such as international students, through a different set of criteria and lens than domestic applicants?
  • How can colleges or universities control the user experience for admissions committee members by role so that a faculty member may only access and score certain information, while the dean of a college may have final approval with access to a larger set of applicant data?

These are just a few examples of the challenges that Enrollment Rx solves in higher ed with our CRM for university admissions.

The processes for making admissions decisions across higher education can be complex. The experiences often differ between applicants and reviewers within individual colleges or universities. Given such complexities and decentralization, how can higher ed leverage a single CRM for university admissions to manage application decisioning in a paperless manner? In other words, once prospective students submit their applications, along with all subsequent supporting documentation, how can admissions committee members digitally access the material in order to review, score, and make their decision?

3 Advantages of Using Enrollment Rx with Salesforce to make admissions decisions:

1. Eliminate Paper Files

By leveraging the right CRM for university admissions to manage the review and decisioning process, colleges and universities can eliminate the struggle of organizing and sharing paper files among committee members. Gone are the days of stacks of paper files that are pushed around rooms of people. In their place should be a CRM for university admissions that can support digital documents, still with the capability for reviewers to annotate and make notes directly on the documents as needed. By allowing applicants to upload documents via the applicant portal as well as allowing reviewers to access and annotate each applicant’s documents, colleges and universities can support a robust admissions decision process across multiple decentralized departments.

2. Control User Interface and Scoring Complexity

Another important factor in the decision making process for admissions is the extent to which reviewers have access to specific information when reviewing fields of data in the system. With Salesforce, relevant data may reside in multiple locations (or objects), which may not be readily accessible via the native user interface controls. However, with our application review product, Reader Rx, clients are able to govern the review user interface in order to determine precisely which fields of data should be accessible by reviewers as they score applications. Additionally, the criteria by which applications are actually scored may differ, where one type of applicant may be scored on elements that would be unique. With Reader Rx, clients are able to control the scoring criteria that are actually displayed to reviewers within a feedback window.

3. Control Decision Approval Processes

In many cases, colleges and universities want to control the approval process of applications based on configurable criteria such as program or applicant type. For example, an application from a domestic undergraduate prospect may follow a certain decision path, while an international graduate applicant may require additional rounds of approval before a final decision is made. The ability to control the approval process criteria on the application level is a critical reason why Enrollment Rx with Salesforce is the best CRM for university admissions.

At Enrollment Rx, our products are designed to support the inherent complexities that are often involved in the process of making admissions decisions at colleges and universities. By leveraging our solutions, clients are able to control their entire application review experience including the scoring of applications based on a myriad of configurable criteria. Contact us today for a demonstration on how your institution could be leveraging Salesforce as a CRM for university admissions.