Constituent Relationship Mangement

Temple U CRM Use Helps Boost Applications, Deposits

• By Dian Schaffhauser
• 06/21/16

A cloud-based constituent relationship management system is paying off for Temple University, where its school of business has begun seeing more applications and greater student commitment to attending. In 2013 the Fox School of Business at the Philadelphia institution deployed Enrollment Rx from a company with the same name, along with other tools, including self-service features.

Built on the customer management platform Salesforce, the application helps the school manage workflow, communication and other activities related to marketing, recruitment, admissions and enrollment. The set-up at Fox uses Conga for automated document creation in order to create a merged document of all student application files. As the student moves through the application "funnel," the school sends out targeted emails.

The university reported that the software contributed to an increase in the number of applications by 50 percent for the business school from spring 2015 to spring 2016, while retaining applicant quality. And applicant deposits have risen by 50 percent over that same period.

The school of business has also emphasized streamlining of new lead follow-up, reducing processes that previously took several days down to less than one day now.

"Enrollment Rx gave us the structure to match the higher ed model we were going for with the flexibility to mold the platform as much as needed to fit squarely with our needs," said Stephen Boro, senior associate director of graduate enrollment management and marketing, in a press release. "The flexibility we have has been a breath of fresh air. We can quickly adapt to changing dynamics while creating a fresh and interesting experience for students that drives a higher level of engagement."