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Explore the journey of South University as it embraces
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student experiences and optimize operational efficiency
About South University
Established over a century ago, South University stands as a symbol of academic excellence across its 11 diverse locations. Known for its strong dedication to quality education and community service, the university embarked on a journey to enhance student experiences and operational efficiency. By adopting Creatio's
Established in
1899
38
programs and degrees
10,000
Students
11
locations
Key deliverables:
End-to-end CRM Platform: Integrates data and systems from various sources across the organization.
Comprehensive Visibility into Student Data: Enables real-time reporting and dashboards to provide actionable insights into performance, student engagement, and pipeline management.
Enhanced Lead Management: Captures leads from various sources, automates routing, and implements a lead scoring system.
Flexibility and Customization: Offers extensive customization to meet specific business needs, ensuring scalability.
API Integration: Facilitates no-code integration with existing systems and third-party applications, reducing integration time and complexity.
Rapid Implementation and Modular Design: Accelerates the development process with intuitive drag-and-drop interfaces and reduces dependency on IT resources.
A Quest for CRM Redemption
South University underwent a long search for a perfect CRM system, experiencing transitions that marked their quest for an effective solution like Creatio. The journey began with an outdated system that did not meet the university's business needs, followed by platforms that misunderstood CRM fundamentals. Despite trying offerings from leading providers and solutions tailored for the education sector, none provided the desired integration with external solutions and customization essential for identifying opportunities and managing information effectively. Each transition led to dissatisfaction, prompting South University to switch providers three times and ultimately leaving them without a CRM solution.
This series of setbacks highlighted the critical importance of finding a system that seamlessly integrates with their operations, empowers data-driven decision-making, and adapts to their evolving needs. With each transition, South University gained clarity on the features and functionalities essential for their strategy, paving the way for Creatio's
From Vision to Reality with No-Code
South University began the implementation by meeting key internal stakeholders. They then collaborated with Creatio to customize the system as they wanted it. It quickly turned out that what sets the Creatio
Traditionally, implementing a solution in the education sector entails a lengthy process, often spanning years. However, with Creatio, the university has witnessed a remarkable departure, getting the CRM up and running in just a couple of months.
In just a matter of months—a small fraction of the time typically required for CRM projects —we were able to bring our vision to life. From concept to implementation, the journey unfolded seamlessly, with our testing group diving into the platform within a remarkably short timeframe.
Empowering Admissions and Enhancing Efficiency
The main reason why South University sought a new system was to gain comprehensive visibility into student data throughout their lifecycle. Thanks to CRM Creatio, they assist nearly 1,000 students monthly. Prospective students can submit inquiries through multiple channels. Creatio seamlessly connects to Lead Hoop via no-code integration, facilitating data tracking and performance analysis. Subsequently, the gathered information undergoes processing by the inquiry team. Admissions representatives utilize this data to provide personalized guidance throughout enrollment, ensuring that each student's unique needs are addressed effectively.
Furthermore, Creatio's reporting features enable South University to track the effectiveness of enrollment strategies and identify areas for improvement. By analyzing data related to inquiry sources, conversion rates, and enrollment trends, the university can make informed decisions to optimize its enrollment processes and enhance overall efficiency. This data-driven approach allows South University to adapt and refine its strategies to serve its students better and achieve its enrollment goals.
Moreover, South University automated various chores, particularly in process management and lead progression tracking. By automating tasks based on lead progression through enrollment, South University has simplified workflow for its admissions staff, enhancing efficiency and productivity.
The commitment to customization and efficiency aligns with South University's goal of providing a user-friendly experience for both students and staff, consolidating all necessary tools and information within a single platform.
Optimized Partnership Outcomes via Effective Lead Management
The Creatio no-code platform has revolutionized South University's approach to partnerships. With comprehensive lead management, they can see the quality of leads generated by different vendors. The University streamlined inquiry processing and empowered the admissions team to follow up with prospective students efficiently.
Seeing such comprehensive information about what you are investing in is crucial. And I think that's what most schools and universities want – they want to see the return on their investments. For us, that's been the pivotal aspect of why we love it.
Customization and Flexibility – The Key to Success
The primary factors South University considered when looking for new vendors were flexibility and customization options. The no-code platform has enabled South University to tailor CRM processes to align perfectly with their needs and workflows. Whether refining lead management procedures or optimizing the enrollment funnel, Creatio empowers them to implement changes on the fly, ensuring that the CRM evolves alongside the institution's growth.
What truly sets Create apart is its agility. Since its implementation, we've undergone numerous updates—eight and counting—based on invaluable feedback from our staff.
Fostering Collaboration and Efficiency with User-Centric Solutions
South University aims to streamline all its processes, creating a centralized and customizable platform for everyone. They actively listen to user feedback and provide solutions for issues of all scales. By addressing users' needs and demonstrating the system's capabilities, the university empowers its community to create customized features. This approach enhances user experience, fosters collaboration, and improves efficiency across teams.
Recently, they implemented numerous customizations to simplify data access and management. For example, they created specific folders that allow staff to access crucial information with just one click, eliminating the need for manual filtering.
Creatio offers universities a unique advantage – there's no need for an entire IT support team. Your staff can swiftly implement changes independently, unlike other providers where you're left waiting for patches and updates. With Creatio, you can take matters into your own hands. This aspect was truly eye-opening for me.
No-Code Integration That Quadrupled Response Rates
The educational institution recently made significant advancements in its communication processes with just one no-code application. They have integrated Twillio into their system, which resulted in a substantial increase in engagement. Within the first two weeks of implementation, South University sent out 50,000 text messages and received an impressive 25,000 responses.
Through Creatio, staff members can easily access chat history, allowing for streamlined communication processes without additional programs or screens. This customization, achieved within a short timeframe, demonstrates Creatio's ability to adapt to South University's specific needs and preferences.
Literally, our usage right now is through the roof. We've utilized a different system before, and it's like comparing apples to oranges. But with Creatio and Twilio, it's like comparing apples to the whole orchard.
Moreover, they have seamlessly incorporated other applications to help manage tasks such as transcripts, diplomas, and transferred credit evaluations into their CRM system, Creatio. These integrations streamline processes and enhance user experience by providing easy access to essential information directly within the Creatio platform. Such comprehensive integration reflects South University's commitment to optimizing its CRM system to meet the specific needs of its staff and ultimately improve operational efficiency.
Innovative System Enhancements
South University leads weekly meetings with internal system administrators to discuss the system's performance and potential enhancements. These meetings serve as a platform for open dialogue, where challenges and successes are addressed collaboratively. Whether the team has a suggestion or an idea, South University prioritizes finding solutions. Once decisions are made, the implementation process is swift.
Creatio's team works closely with South University to develop and test new features or integrations in a sandbox environment before deploying them to the teams. This approach ensures a smooth transition and addresses any potential issues proactively. Overall, South University's approach to system development is iterative, agile, and driven by the needs and feedback of its staff and stakeholders.
