Transform your Student Acquisition Lifecycle

CRM for Higher Education

Digitalize Your College's Lead, Student, and Agency Management

Educational institutions, especially those embrace distance learning, are increasingly looking to digitalize and streamline their processes – using customer relationship management (CRM) software. Implementing a CRM for higher education is one of our major specialties – from online marketing to admission to different engagement communities and sales enablement systems. We partner with world-class CRM Platforms for educational institutions such as Education Cloud, HubSpot CRM, and Zoho CRM. We’re ready to apply our CRM technology skills, change management experience, and knowledge of higher education’s business model to help you implement effectively the right CRM. Reach out to our team, and start digitally transforming your processes – we’ll elaborate on a tailored plan with a view to your project’s scope and budget.

CRM for Education

Accelerate Your CRM Transformation

With a Qualified CRM Consulting and Implementation Team in Canada

Build a customized, data-driven CRM platform for your educational institution to keep your team organized and improve your student experience. CiiAction is your implementation partner for Salesforce, Hubspot, ZOHO CRM Solutions. Together we build a powerful CRM platform – from marketing automation, sales prospecting, and online admission to managing students, alumni, and agencies to accelerate your digital transformation and growth.

Tell us about your Project

CRM Services for Colleges & Universities

Evaluating, Selecting, & Implement the Best CRM for Your Campus!

Get the expertise and full support you need to build effectively your school/college CRM using the right engagement strategy for your students from the first interaction to their alumni years. 

Our CRM and student lifecycle experts can help you plan, implement and customize the right CRM platform for your educational institute. We partner with cutting-edge CRM systems such as Salesforce, HubSpot, and Zoho. We’re one of the highest-rated, most-loved technology services companies in the US and Canada providing CRM implementation support to schools, Lauhuges programs, colleges, and universities.

We do understand the obstacles and challenges that may hinder education institutions’ transformation initiatives and are capable of overcoming them. We help our clients select the right technology for more automation and efficiency, integrate with different data sources and other systems, ensure staff adoption and usage of the new technology, and build capabilities and optimized processes for continually improving their ability to attract, retain and serve their students and partners.

CRM for Education with CiiAction

Our Services' Top Benefits for Educational Institutions

Implement a CRM that is Aligned with Your College's Vision & Values.

Optimized College Process

With our education experts, we first assess the current process and design leaner & more effective end-to-end process that will be implemented in your CRM. We'll build many automated actions to help you segment, manage, follow up with prospect students. CiiAction will ensure your teams are more aligned and enabled to accomplish the college's objectives and actions.

Effective Team Collaboration

We help your teams better communicate students' details and requirements with other members of your team. With clear roles and permission, Tasks will be organized with them so that you can respond better to your clients, work with more leads, and close more applications.

Supercharge Your Team Efforts

We'll help your team do more tasks by automating multiple business processes such as tracking performance with dynamic dashboards and nurturing leads until they’re sales-ready with automated emails. We'll integrate your team calenders and provide many automation and pre-defined tasks to empower your teams to be more productive.

Close More Applications

With more productivity and less processing time, the student acquisition lifecycle will be reduced and number of applications will be increased. We will help you organize your end-to-end tasks, consolidate your data, integrate with other systems, and keep track of your student' information at every interaction from visiting your website to admission.

Performance Metrics for Success

We'll build an effective performance control system with custom reports and dashboards designed specifically for the education sector. You'll be able to drive the right improvement initiatives and your performance will be improved by live KPIs, and insights.

Excellent User Adoption

Tutorials, training session, and coachong will be available in English and French for end-users to provide smoother deployments, higher adoption rates, and a larger rate of return to your salesforce investment.

About Our Partners

CRM for Educational institutions

We’ve helped many of the leading schools, language programs, colleges, and universities implement end-to-end CRM technology and adapt well to all required changes in the processes and IT infrastructure. 

Higher Education CRM Project in Action

Build Great Student Experience and Reach Your Revenue Goals Faster.

Our key steps for implementing your CRM

  • Initial Consultation – Define current challenges and your main goals/requirements with your institution’s senior leadership team
  • CRM Selection – Select the best CRM for you
  • Business Plan – Define optimized processes and activities 
  • Data Integration and Technical Plan – document IT infrastructure and Data Architect requirements to ensure seamless data flow between your CRM and other systems.
  • Project Implementation – Development and customization to Align your CRM with your institutional processes and goals
  • Training and Expert Guidance – Maximize the adoption and usage of your CRM with training and support.
CRM process for Colleges

Reach out to our team, and find out how to start your CRM & drive greater student engagement and conversion.

Our Feature Services for for Educational Institutions

Our team of certified Salesforce experts will help you implement and customize reliable high-end Salesforce applications such as Sales Cloud and Services Cloud. 

Create a Custom HubSpot Marketing, Sales, and Services Platform for Your Specific Business Needs. We will help you maximize your usage of HubSpot CRM and marketing tools with CiiAction’s implementation packages.

With our inbound marketing services for Colleges and Educational Institutions, we assess your online presence, integrate your marketing activities, and deliver effective marketing automation,  nurturing tools, Ads, and a dashboard that improves your student enrolment and engagement cycle.

CRM for Education

Start Your CRM Project Promptly

With Our Education CRM Services

Let’s help you at every step of your journey to make CRM work better for your business, your students, and shared communities.

Discover your Perfect CRM Strategy

The best CRM for colleges

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