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How a components manufacturer moved tacit pricing rules out of one person’s head and into CPQ.

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EDUCATION

One relationship, from enquiry to alumni

Recruitment, admissions, student success and alumni engagement in a model that expects people to change role, not to start again.

What’s different here

Education relationships are unusually long and role-changing: an enquirer becomes an applicant, a student, a graduate, a donor, sometimes a parent of the next applicant. A model that creates a new record at each stage loses the history that makes the relationship valuable.

The academic calendar imposes the second constraint. Everything is cyclical and immovable — clearing, enrolment, term dates — so both rollout timing and system capacity must be planned around dates that will not move.

Third, the institutional landscape is federated. Faculties, departments and services all have legitimate ownership claims, so governance and sharing design need as much attention as the build.

Where CRM usually breaks

  • Separate systems per stage, so nobody sees a full history.
  • Enquiry response too slow in a competitive recruitment window.
  • Student success signals scattered across attendance, engagement and support systems.
  • Alumni data stale, harming both giving and employability outcomes.
  • Sharing rules fought over rather than designed.

What we build

Lifelong constituent model spanning enquiry to alumni · Recruitment and admissions workflow with SLA-based response · Student success case management and early-alert routing · SIS integration contract · Alumni engagement and giving · Portals for applicants and students · Faculty-level sharing and reporting model

Common questions

Education Cloud or a custom model?

Depends on how much of the standard model you’ll use and what your SIS already does. We assess before recommending.

Can we integrate the student information system?

Yes — with a contract defining which system owns each field, since duplication here is the usual source of pain.

Can departments have their own views without fragmenting data?

Yes: one model, differentiated sharing and reporting. That’s a design decision, not a licensing one.

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Tell us what your CRM is getting wrong

Thirty minutes with a consultant, not a salesperson. You’ll leave the call with at least one thing you can fix yourself — whether or not you hire us.

Prefer email? hello@zeptglobal.com · Typical reply time: one business day