CRM Consultation

3,200+ students over enrollment projections? No way Yes way.

Are you still not getting enough from your CRM? The key to making the most from your CRM is a clear lead nurturing strategy as well as 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 partners 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 the implementation and use of Salesforce Marketing Cloud, Ellucian Recruit, Pardot, HubSpot, Element 451, MailChimp, and a variety of other CRMs.

Slate Implementation Support

We’ll provide invaluable counsel and assistance to your team to help you implement and take full advantage of the Slate platform.

Slate Portal Pages

We’ll create engaging portal pages to drive prospects down the funnel, hosted within your Slate instance to allow seamless data tracking.

Custom CRM Strategy

We’ll layout overall goals for your CRM, including advising on the building out of forms, events, reports, and communications plans.

CRM Audit

We’ll take a deep dive into your current lead nurturing setup to assess areas of improvement, communication gaps, and friction points.

Lead Nurture Strategy

We’ll outline our most critical recommendations for improving your enrollment outcomes through better CRM-driven lead nurturing efforts.

Communications Plan

We’ll map out a detailed communications plan supporting your most important prospect segments and/or program areas with personalized messages.

Content Development

We’ll develop content for your communications plan, using emails and text messages to deliver relevant information and compelling next steps.

Training for Staff

We’ll conduct personalized training sessions to better equip your team to make full use of your CRM’s functions and capabilities.

Unsure of what your team will need? We offer multiple CRM retainer options to allow 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.

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OUR TEAM OF EXPERTS

Our CRM and Enrollment Strategy Team itself 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.

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.

Services