Microsoft CRM in Higher Education – webinar

I saw a survey earlier this year which showed that only around a third of UK universities have a CRM solution.  This struck me as low given the competitive nature of student recruitment, the need to recruit the ‘right’ student for your institution and the growing expectation that some funds are likely to come from alumni.  Then there is research grant management/funding relationships and employer engagement.  In fact there are so many reasons why universities are embarking on a transformation journey to implement CRM.  Over the last few months I’ve seen my own activity around CRM increase significantly and the partners I’m working with have increased in numbers.

So, I’m pleased to introduce the following webinar for later in April which I hope will be an illuminating event.

Discover Microsoft CRM for Education - Free Webinar, Thursday April 24th, 10:00am

Pythagoras CRM for Higher, Further Education, Schools and Learning Academies provides the tools for easily creating and maintaining a clear picture of the information that educators and administrators need. This solution developed with Microsoft Dynamics helps drive consistent, measurable improvements in daily work processes, promotes more effective cross-departmental collaboration, and enables new levels of efficiency.

Our free webinar will take you through Pythagoras’ offering and introduce our unique approach to the sector. Register here to take part.

The pressure is growing on educational organisations to perform with the efficiency of a for-profit business. A customer relationship management (CRM) solution enables you to build closer relationships with your students, tutors and lecturers. It helps you improve your student recruitment and retention rates and, by combining data sets, lower the administrative burden.  This Student Relationship Management (SRM) solution combined with all the usual features of Microsoft CRM creates a cost effective and flexible solution.


The above image represents the classic student journey at UK Education establishments. But typically how many systems do you use to track this crucial journey ? The chances are there are many, but a Pythagoras’ SRM solution provides a single point of reference for the whole student lifecycle.

SRM – Managing the full student life-cycle





Targeted Communications

Effectively manage your data to ensure consistent and targeted communications


Campaign Management

Plan and run campaigns and events to targeted audiences and measure the results


Enquiry Centres

Respond quickly and consistently with all enquiries and maximise acquisitions


Student Record Management

Consolidate your existing student records data into meaningful, holistic information



Proactively deploy Interventions to maximise student success


Process Deployment

Automate processes and drive change through Outlook, Web and Mobile tools


Event Management

Plan more successful events with your Alumni and measure the results


Revenue Generation

Generate more income from major donors by understanding your targets


Social Networking

Build a 21st Century network and communicate your brand

The latest version 4.0 of Microsoft CRM is ideal for the Education sector.  The new version allows you to help streamline vital processes around the organisation. Microsoft Dynamics CRM fits the way you work. CRM integrates easily with your existing systems, including the Office system software your users rely on, and has the flexibility to wrap around your processes. And through Academic license pricing, the upfront cost is significantly lower than any off-the-shelf Education CRM solution.

Alan Enfield, Vice Principal at New Line Learning Academy, said: “We chose Pythagoras because they listened to what we wanted, and they set up a working model with our data. The fact that they have a dedicated educational business unit showed us that they were serious about what they do and not just after adapting a standard sales model to get a quick financial return. They were interested in our approach to the problem, and we felt that they wanted to produce a good working solution almost as much as we did.”

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