Services That Strengthen Your Enrollment Strategy

Enrollment Rx delivers services that help institutions remove obstacles, accelerate progress, and build CRM systems that support real enrollment outcomes. Whether you are launching Salesforce, stabilizing an existing org, or expanding your enrollment strategy, our team provides practical expertise and a partner mindset that institutions trust.

Implementation Services

Launch a CRM that works on day one. Enrollment Rx leads your team through an implementation approach designed to eliminate confusion, shorten timelines, and ensure your CRM reflects the way your institution recruits, admits, and makes decisions. You gain a system configured for immediate use, a team that understands how to manage it, and a foundation that grows with your goals.

CRM Optimization and Health Check

Many Salesforce environments carry years of technical debt, inconsistent data, and workarounds that slow teams down. Enrollment Rx helps you cut through that complexity. Our optimization service identifies what is blocking your success and delivers a clear plan to fix it. You leave with more reliable data, better aligned processes, and a CRM that finally supports the work your staff needs to do.

Managed Services and Admin Support

Strong CRM performance requires steady hands. For institutions without dedicated technical staff, Enrollment Rx provides ongoing support that keeps your system healthy and responsive. We help you maintain stability, resolve issues quickly, manage updates, and make thoughtful enhancements over time. Your team stays focused on students, not system maintenance.

Onsite Collaborative Workshops

Sometimes progress happens fastest when everyone is in the same room. Our onsite workshops bring Enrollment Rx experts to your campus for focused working sessions that remove bottlenecks and align your team. Institutions use these engagements to finalize decisions, improve processes, and gain clarity on the best path forward. The outcome is momentum that lasts long after the workshop ends.

Marketing Cloud and Communication Optimization

Stronger communication leads to stronger enrollment outcomes. Enrollment Rx helps you transform Marketing Cloud Account Engagement into a reliable engine for personalized outreach. We refine your journeys, segments, and automation logic so your messages reach the right students at the right time. Institutions gain more effective campaigns and a team that knows how to operate them confidently.

Salesforce Flow Modernization

Your CRM is only as strong as the automations that power it. With Salesforce retiring older automation tools, institutions need a safe path to modernize their processes. The Enrollment Rx team helps you understand your current automation landscape, rebuilds outdated logic in Flow, and simplifies complex processes.  The result is a cleaner, more stable system that your staff can trust and improve over time.

Data and Integration Services

Your enrollment strategy relies on data that moves accurately and consistently.  Enrollment Rx has a team of integration experts who assist with setting up configurations that move Salesforce data to and from your student information system.  We offer assistance with configuring ERX and Salesforce tools to import data from application and admissions document sources, test score agencies, and a variety of other third-party data sources into your CRM. We design integrations that reduce manual work, eliminate errors, and are designed to accommodate the unique nature of each institution’s business processes.”

Continuing Education and Shopping Cart Enablement

Continuing education and non credit programs succeed when the registration process is simple. Enrollment Rx helps institutions launch modern, student friendly storefronts using Salesforce and FormBuilder Rx. We support catalog design, payment configuration, and administrative workflows so your staff can expand offerings without adding manual effort.

Move Forward With Confidence

Need a working session or a collaborative engagement?

Sometimes you don’t need another Zoom. You need someone in the room.