“The Role of CRM and Marketing Automation in the Education Sector” with Dotdigital.
WeDoCRM is excited to share our brand-new Education Whitepaper, created in partnership with Dotdigital, with whom we’re proud to be a Gold Level Partner. Together, we’ve explored how Customer Relationship Management (CRM) is reshaping the Education sector and why now is the time for institutions to embrace it.
Why CRM Matters in Education
CRM has long been the backbone of sales and marketing in commercial industries, but in Education, its impact is just starting to be fully embraced. Today’s students expect more than just an application portal and a few emails; they expect seamless, personalised, and timely experiences throughout their entire journey, from the first enquiry to alumni engagement.
That’s where CRM comes in. By consolidating data, streamlining processes, and enabling better communication, CRM provides educational institutions with the tools to meet modern student expectations and exceed them.
Our whitepaper dives deep into the benefits, and here are just a few highlights:
Improved Student Engagement: How tailored communications based on behaviours, interests, and the stage in the application process can increase engagement.
Streamlined Admissions: How automations should be implemented from a single source of truth & managed at every touchpoint, eliminating manual processes and department silos.
Cross-Department Collaboration: How Marketing, admissions, and academic teams can finally align with a centralised approach.
Real-Time Examples of the Impact of Education CRM
It’s easy to discuss what technology can do; the real story is in how it’s implemented daily. Our whitepaper showcases institutions that are already transforming their student experience with CRM:
Utah State University (U.S.): Unifies recruitment, admissions, student success, and alumni engagement into one AI-powered platform.
Oxford University’s Saïd Business School (UK): Turns around an unsuccessful deployment into a success story through better stakeholder alignment and the implementation of Salesforce CRM.
Private Training Providers (UK): Uses automation and workflows to respond faster, convert more leads, and remain competitive in a crowded market.
These real-life examples demonstrate the endless list of benefits that can be achieved, whether you’re a global university or a local training provider.
Overcoming CRM Challenges
Of course, implementing CRM can have challenges. Slow response times, siloed departments, clunky processes, lack of personalisation, and underused data are all common issues. But with the right approach and the right partner, these challenges can be overcome.
Our whitepaper outlines practical solutions, including:
- Automating enquiry responses with AI.
- Using CRM as the single source of truth across departments.
- Streamlining forms and processes to reduce friction for students.
- Personalising journeys based on real behaviour data.
- Leveraging CRM analytics to nurture existing leads more effectively.
Why This Matters Now
The Education sector is evolving at a rapid speed. Institutions that can adapt to student expectations will thrive; however, those that don’t risk falling behind. CRM isn’t just about technology; it’s about creating meaningful connections and ensuring that every student feels valued and supported along their journey.
We’re proud to work alongside Dotdigital to bring this vision to life, helping Education providers unlock the full potential of CRM and deliver better outcomes for their students.
Download our Education whitepaper today to explore the full insights, strategies, and real-world examples.
