Fill in the form below and we will get back to you!


CRM, Marketing Automation and Student Journeys

Indigo Iris brings Customer Relationship Management, Marketing Automation and Student Engagement consultancy and program management to schools, colleges and Universities (HE/FE) through CRM Program Management and Direction, implementations, integrations and strategic planning on a consultancy, short-term or contract basis.

If you’re looking for a new CRM or Marketing Automation system, please contact us about the requirements gathering survey. The survey has over 200 questions in 6 categories specifically designed to support the education industry’s needs in marketing, recruitment and admissions

To find out more, contact us or request a call back.

CRM and Marketing Automation Requirements gathering


Indigo Iris has built a requirements gathering survey that has been specifically designed to support Marketing and Recruitment in the education industry when choosing a new or redesigning a CRM or Marketing Automation system. The survey comprises over 200 requirements driven by school, college and university strategic and operational objectives. Stakeholders fill in the survey and a report is provided to inform priorities for a new CRM or Marketing Automation tool (or make better use of an existing system). There’s no need to spend weeks or months in workshops gathering requirements and all the questions are  designed to avoid common pitfalls and missed opportunities. Questions are divided into six categories: Events, Servicing (Contact and Enquiry Management), Insight & Reporting, Lead Capture & Management, Marketing & Communications and Supplier & Integrations.

Strategic Marketing and Student Journey Planning


Integrated and multi-channel student journey planning to attract, engage and successfully convert the ‘right’ students to become applicants and enrol.

Student journeys should have clear objectives, with actions mapped out for both the institution and the customer that can be tracked. There should be a way of tracking the steps, measuring success and include the roles involved and if relevant the supporting systems. You could also map the content requirements for each step. The strategic insight and operational data captured during the journey should inform future decision making on where to spend resources and help to forecast in future cycles.

CRM and Marketing Automation Implementation


Indigo Iris works with your school, college or university to understand your business objectives and implement  your chosen CRM and or Marketing Automation system. Implementation can include CRM Program Direction, training, documentation, integrations with other systems and working with key stakeholders and departments such as Marketing, Recruitment, Admissions, Digital, IT, Procurement and Legal on a contract or consultancy basis.

What is Marketing Automation?

Marketing Automation is software that can automate repetitive marketing tasks such as emails, social media, and website actions, meaning the department is able to focus on other tasks that require more creativity or personal involvement.

Benefits of Marketing Automation include:

  • Personalisation both in content and the individual journey based on their needs
  • Campaign tracking – not just tell us which campaigns worked, but what type of customer they worked for
  • Insight and Analysis – informing where’s best to spend your time and budget
  • Reduction in manual work  – send campaigns automatically leaving more time for creativity and planning
  • Repurpose campaigns and content – campaigns and content can easily be stored, repurposed and published

Find out how Indigo Iris can help you

GET IN TOUCH