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CRM, Automation and Student Engagement

Indigo Iris brings interim Customer Relationship Management, Automation and Student Engagement consultancy without the ‘consultancy level’ fees.  Indigo Iris can support with gathering requirements and choosing a new platform, bring fresh thinking to an existing programme, provide training, create personas or help to integrate your Student Record System with your CRM or Automation platform.

Are you embarking on a new implementation and need to gather some business requirements?  Specifically and uniquely developed for the education sector, Indigo Iris provides a ready built ‘tool’ with over 200 questions divided in six categories  designed from experience to avoid common pitfalls and missed opportunities. Stakeholders can answer the questions wherever they are, at a time that suits them, so there’s no need to spend months organising workshops! A report is provided which can be used to investigate specific requirements in more detail or go straight to shortlisting platforms.

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

CRM and Marketing Automation Requirements

A requirements gathering tool that has been specifically designed to support the education industry with CRM and Marketing Automation. A comprehensive list of requirements driven by school, college and university objectives. The report will inform the 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 but importantly it helps to reduce risk through avoiding common pitfalls and missed opportunities. Questions are divided into six categories: Events, Enquiries & Contact Management, Insight & Reporting, Forms, Data Capture & Data Management, Marketing & Communications and Supplier & Integrations.

CRM Consultancy and Strategic Planning

Strategic integrated CRM planning to attract, support and lead prospective students (and influencers) through their conversion journey to the point of enrolment and progression. Opportunities for the institution are maximized along the way whilst creating a positive customer experience for resulting in an increase of targeted students who progress successfully through to graduation.

CRM Implementation and Stakeholder Management

Indigo Iris works with you and your stakeholders define and capture your requirements in order to choose the right CRM solution for your organisation- always working with you to ensure that when it comes to the implementation and business as usual, it goes smoothly.

Integrated Campaign Planning and Management

End to end multi-channel integrated campaign planning to attract, nurture, convert and recruit targeted students. Example campaigns include open days, conversion activity, clearing and confirmation, welcome or specific challenges such as progression / retention.

Contact Strategies and Student Journey

Understanding the most effective student journey and building end to end student journey plans that accurately captures prospects and leads them successfully through to enrolment and graduation. Data quality and early engagement warnings maximize lead capture throughout the journey to improve acquisition spend; achieve higher conversion rates, improved enrolment numbers and improved attendance and conversion from open days.


Audits can be conducted on prospectuses, mini guides, emails and other communications, sspecifically looking at key and brand messages, competitors, call to actions and next steps, measurement, format, place in the student journey and gaps/opportunities.

Marketing Automation and Personas

Personas are fictional model people and can be used gain insight into your customers bringing to life their values, needs, goals and challenges essentially helping you to understand them better.

Once created, it’s easier to understand what type of content, buying journey, advertising and communications might appeal and resonate with them. If you have a CRM or Marketing Automation tool you can then personalise those journeys (workflows) and measure your marketing activity much more accurately.

Benefits of Marketing Automation and personas include:

  • A better understanding of their needs and values
  • Personalised journies (workflow) based on those needs
  • Creation of useful, relevant content that appeals and resonates
  • Design and optimise communications to be sent at the right time
  • Reduction in manual work  – send campaigns automatically and have better reporting
  • Better lead capture and management

Find out how Indigo Iris can help you