Audit Trail

The solution provides the ability to retain user actions across the CRM in the form of metadata which can be reviewed later during an audit.​

Form Builder​

The ability to build and deploy custom forms and capture the information on the back-end, and associate information from a form to a dedicated applicant record.

Embedded AI Capabilities​

The vendor offers true AI and Machine Learning capabilities that extend beyond predictive analysis.​

Workflow Capabilities​

The vendor provides configurable, rules-based workflow capabilities based on applicant disposition (such as lead, enrolled, rejected etc.).​

Role-Based Permissions​

The solution provides the ability to control access to specific content or datasets based on the end-user’s roles.​

Live Chat

The solution natively provides live chat capabilities or is capable of integrating with a third-party live chat provider​.

Document Management

Manage content artefacts and workflows associated with applicant records, and create and deploy templated content from a marketing collateral standpoint.

Campaign Management

The solution acts as the source of truth for outbound and inbound communications with prospective students, and outbound campaigns over key channels like email.

Dashboards, Analytics and Reporting

The solution provides the ability to generate dashboards with segmentation filters for student disposition (i.e. admission status).​

Applicant Information Management​

The ability to capture, store and manage applicant/student data and user actions from multiple channels in the form of a configurable field-based data model.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.