e2s Student Lifecycle CRM

The e2s Student Lifecycle CRM is a solution designed to optimize how higher education institutions engage and serve diverse student populations. According to the vendor, this CRM suite offers a range of features to enhance the three critical phases in the student lifecycle: recruitment, student success, and advancement. It is intended for use by professionals in admissions, enrollment management, student success coordination, alumni relations, and other related fields within the higher education industry.

Key Features

Inquiry Management: According to the vendor, this feature aims to enhance productivity in student recruitment by streamlining daily staff activities, enabling seamless communication with applicants, and providing paperless and efficient sorting, prioritization, and flag-setting.

Prospect Engagement: The vendor claims that this feature helps establish a meaningful and trusted relationship with applicants through responsive, realistic, timely, and factual communication throughout the admission lifecycle. They also state that targeted communication improves campaign efficacy and enhances student recruitment efforts.

Dynamic Forms: According to the vendor, this feature allows users to instantly build customizable application and inquiry forms that capture applications from various sources, reducing time delays and dependency on IT teams.

Application Workflows: The vendor states that this feature offers the flexibility to set up dynamic stages for application processing, allowing easy flagging, filtering, and meaningful movement of applications from bucket to bucket. They also claim that user access security can be configured.

Agents Management: According to the vendor, this feature facilitates effective student recruitment by managing external agents. It allows third-party vendors to upload leads, inquiries, or applications, and provides performance metrics and a unified view of the recruitment process through dashboards and reports.

Interview Administration: The vendor claims that this feature enables the publication of the admissions team's calendar ahead of time, allowing applicants to book and reschedule appointments. They also state that it facilitates online or in-person interviews and integrates with online tools like e2s Zoom and Microsoft Teams.

Scholarships and Grants: According to the vendor, this feature allows users to create and manage scholarships and grants, determine eligibility criteria and availability for applicants, and display scholarship details on the applicant's view. They also mention that finalized details can be input into offer letters.

Offer and Accept: The vendor states that this feature enables the review of applicant qualifications, eligibility, and documents to accept or reject applications. They claim that it allows for the generation of offer letters with customizable content and flow, which can be sent via email and mobile app/portal.

Enrollment: According to the vendor, this feature sends enrollment forms to accepted applicants and channels enrolled student details to the institution's student information system. They state that it enables smooth and automated admissions management, customizable to the institution's needs.

Lead Scoring: The vendor claims that this feature allows users to set up rules for customized lead scoring based on prospect engagement and involvement. They state that it automates the admissions management process based on institutional weights and thresholds, optimizing the admissions team's time.