Are you thinking about implementing a CRM portal at your institution? Or are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM portal? Do you even know what a CRM portal is? This blog will explain the what, how, and benefits of using a CRM portal and how SIG can help your institution get the most out of your CRM.
First and foremost – what is a CRM portal?
It is an electronic gateway that lets you view and exchange information securely online. It brings together disjointed support services into a single branded experience where students, faculty, staff, parents, and alumni can find everything they need. A CRM portal has the potential to become the information hub supporting engagement and collaboration for all constituents across your institution in one place.
Are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM Portal ?
Ellucian’s Luminis, Portal, and Mobile product support is currently scheduled to end June 30, 2024. If you are in the process of evaluating options to replace any of these products, leveraging your existing CRM should be one of those options. As your CRM has the capability to bring together disjointed support services into a single branded experience where students, faculty, staff, parents, and alumni can find everything they need.
How does a CRM portal work?
Simply put, a CRM portal is an extension of your CRM system. This is typically done with a webpage front end that interacts with your CRM, providing secure access to content based upon a user’s needs, custom branded experience with a user-friendly dashboard, and can become a seamless extension of your public website.
What kind of things can users do?
CRMs provide the ability to customize access depending on your profile. It creates a secure place to engage and submit information across your institution. More importantly, these interactions are then logged and available for reporting and data analytics.
Just like any portal, a user can:
- Submit and update information
- Join discussion forums and chat
- Contact faculty, staff, students, and alumni
- Sign up for perks or reward programs
- Access blogs and other updates
- Receive push notifications
- View content and learn about processes
- Register for events
- Access additional customer service tools
- Update account profiles
- Pay bills
- And more!
What are the benefits of using a CRM portal?
Many institutions are leveraging their CRM’s as a Portal as it provides the ability to:
- Track all interactions with users/customers
- Identify and prioritize outreach
- Improve marketing efficiency, by providing insights as to which marketing efforts are generating the most leads and which channels are most effected at driving conversations
- Automate manual tasks, such as, managing communications throughout the customer journey
- Create customized/tailored experiences leveraging the CRM’s centralized data repository
- Identify issues users/customers are having and then create custom solutions to enhance their experience
- Collaborate more effectively
- Integrate with third party tools
This is interesting, what do I do next?
If you’ve read this far, the benefits of adopting a CRM portal are clear. In short, a CRM system will help you improve every aspect of your business. It will help you identify the most profitable opportunities, improve your marketing efficiency, make your recruiting process more effective, and automate your operation to save time and money.
If you would like to understand more on how you can leverage your CRM for your institution, we are here to help you. SIG has expertise with Salesforce, Slate, Ellucian Recruit, and many other platforms. For more details and to speak to one of our CRM experts contact us today!
