News & Blogs
Explore the latest insights and strategies shaping higher education CRM.
Add Fields to Applicant Portal Without Coding in Salesforce
Adding fields to an applicant portal in Salesforce should not require lengthy development cycles or IT dependency. However, many institutions still rely on legacy systems where updates can take months. As a result, admissions teams [...]
Build an Applicant Portal in Salesforce with One Link
Building an applicant portal in Salesforce that supports all programs can seem complex. Many institutions need a single portal that serves undergraduate, graduate, continuing education, and other programs while still delivering a personalized experience to [...]
CRM for Admissions Recruiters in Higher Education
A CRM for admissions recruiters in higher education can completely transform how institutions engage with prospective students and manage enrollment processes. Early in my career as an admission counselor and recruiter, I experienced firsthand how [...]
Manage Checklist Items in Admissions CRM Without Coding
Managing checklist items in an admissions CRM is essential for handling the complexity of modern application requirements. As institutions introduce new programs and applicant types, admissions teams must adapt quickly to support unique document and [...]
Prevent Duplicate Records in CRM and Improve Data Quality
Preventing duplicate records in CRM systems is essential for maintaining accurate data and effective admissions operations. Duplicate records can create confusion, reduce efficiency, and negatively impact communication with prospective students. Because of this, institutions must [...]
Salesforce for Recruitment Admissions and Decisions CRM Guide
Salesforce for recruitment admissions and decisions is becoming the foundation for modern enrollment management in higher education. As CRM adoption continues to grow, institutions are evaluating how to select a comprehensive solution that supports the [...]
What Is R.A.D. in Salesforce for Admissions CRM
R.A.D. in Salesforce for admissions CRM stands for Recruitment, Admissions, and Decisions. It represents a complete approach to managing enrollment within a single system, allowing colleges and universities to centralize processes and improve efficiency. What [...]
How Community Colleges Can Improve Student Enrollment Experience
Community colleges need to adopt a single Constituent Relationship Management (CRM) software strategy to engage with prospective students and create pathways to success across the entire lifecycle — from their very first point of contact all the way to their first day of class, and beyond. [...] Read More