CRM Consultation
3,200+ students over enrollment projections? No way Yes way.
Do you still need more from your CRM? The key to making the most from your CRM is a clear lead nurturing strategy and platform-specific expertise. VisionPoint’s CRM and Enrollment Strategy team has a long track record of utilizing both approaches, enabling higher ed institutions to nurture leads and ultimately convert them into students.
Our experts understand the urgency of CRM needs and will get to work right away – walking with you hand in hand through the trenches as an extension of your team. And we will ensure that your lead nurture efforts align with the rest of your full-funnel marketing approach.
A Breadth of Services
We have a simple goal for our CRM services – to help our client partners achieve even better enrollment outcomes using CRMs. VisionPoint is a Slate Preferred Partner, meaning Slate recognizes us as a partner with a strong commitment to leveraging our Slate expertise by offering exceptional implementation support, configuring your Slate instance to get the most out of it.
But it’s not just Slate. We’re experienced in implementing and using Salesforce Marketing Cloud, Ellucian Recruit, Pardot, HubSpot, Element 451, MailChimp, and a variety of other CRMs.
Unsure of what your team needs? We offer multiple CRM retainer options for more flexible project support.
UNIVERSITY OF CALIFORNIA – DAVIS
VisionPoint created an automated, nine-month CRM-driven communication plan to better engage applied and accepted students. Our integrated communications workflows helped bridge gaps, unify outreach efforts across disparate campus groups, and drive unprecedented yield outcomes, including 3,200+ students over enrollment projections.
OUR TEAM OF EXPERTS
Our CRM and Enrollment Strategy team has almost 50 years of combined experience honing its expertise in enrollment nurturing techniques. Brandi Stocker, our senior director of enrollment strategy, has spent 17 years in higher ed enrollment management, and many of our other employees come from an admissions background, understanding firsthand the challenges you may be facing.
CRM EduInsights
Reengaging Prospective Students Who Haven’t Enrolled

It’s hard to reengage prospective students who have been accepted but haven’t enrolled yet. We’re going to talk through a few ways…
CRM Implementation Road Map

So you’ve selected a brand new customer relationship management (CRM) software. Now it’s time to start thinking about how you will transition…
CRM Documentation: The Ultimate Guide to SOPs for Effective CRM Management

Good documentation makes everything easier. Here’s how to set up documentation for your SOPs to explain how everything is running.
So How Can We Help You?
Whether you’d like to learn more information or you’re ready to work with us, we’d love to hear from you.