Transforming the University Student Lifecycle with dynamics CRM

Implementing Dynamics 365 CRM At University of Leeds

Introduction

The University sought a robust CRM solution to streamline and manage its Student Recruitment and Enrolment processes. The solution needed to support the digital transformation of the University’s processes and offer seamless integrations to empower staff across departments. 

Challenges

The University was facing several challenges in managing the student journey, including

Fragmented Data

Student recruitment, outreach, and admissions data were scattered across different systems, leading to inefficiencies and potential errors.

Manual Processes

Many stages of the recruitment and admissions process were manually driven, making it time-consuming and prone to mistakes.

Complex Student Journey

Managing and tracking the complex path of an applicant from initial inquiry to enrolled student was cumbersome and difficult.

Communication Gaps

Lack of unified communication channels for engaging with applicants, leading to inconsistent messaging and missed opportunities.

Reporting Difficulties

The absence of centralized data made generating reports for insights into recruitment, marketing campaigns, and outreach efforts challenging.

VE3’s Approach

Agile Implementation Methodology

VE3 employed an agile implementation approach, ensuring flexibility and iterative development throughout the project.

Phased Rollout

The project was divided into phases, starting with Student Recruitment, Outreach, Admissions, and Marketing, allowing for a manageable and controlled implementation.

Ongoing Support and Maintenance

VE3 provided comprehensive support and maintenance, including training programs and in-depth documentation, to ensure the University's long-term success with the CRM system.

VE3’S Technical Solution

MS Dynamics 365 integrated various student data sources, providing a unified view of applicants, enhancing cross-departmental collaboration, and ensuring accurate, up-to-date information is always available. 

The solution automated the inquiry process, ensuring that responses to applicants were fast and accurate. This reduced manual work and improved the applicant experience. 
Dynamics 365 simplified and accelerated the admissions process, helping staff track applications, assess eligibility, and respond promptly to queries. 
Leveraging Dynamics 365's capabilities, the University was able to create personalized marketing campaigns targeting prospective students. This included automated follow-ups and targeted communications based on applicants’ interests and behaviors. 
MS Dynamics 365 CRM was integrated with other institutional systems to maintain data integrity and facilitate seamless workflows between departments. 
With the comprehensive reporting tools within Dynamics 365, the University could now gain valuable insights into recruitment performance, marketing campaign effectiveness, and applicant conversion rates. 

Outcome

The University of Leeds successfully implemented a Dynamics 365 CRM solution with the help of VE3. This resulted in improved enquiry management, a more efficient student journey, increased process efficiency, and data-driven decision-making. 

About

VE3 supports organizations in implementing and customizing Microsoft Dynamics 365, a suite of cloud-based business applications. This offering includes configuring and integrating Dynamics 365 modules, such as Sales, Customer Service, Finance, and Supply Chain Management, to meet specific business needs. 

Case Study

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VE3 supports organizations in implementing and customizing Microsoft Dynamics 365, a suite of cloud-based business applications. This offering includes configuring and integrating Dynamics 365 modules, such as Sales, Customer Service, Finance, and Supply Chain Management, to meet specific business needs. VE3 helps clients optimize their operations, improve customer engagement, and drive business growth with Dynamics 365. Â