Summary

A technical college in the USA faced challenges managing student affairs due to a mix of technologies like HubSpot and WordPress. To facilitate their operations and enhance efficiency, Tech Implement designed and implemented a solution using Dynamics 365. This integration simplified their processes, improved student interactions, and eased the admissions and payment processes.

Problem Statement

The college was utilizing multiple platforms for different functions:

HubSpot:

Used for landing pages.

WordPress:

Used for application forms, contact forms, and other marketing needs.

This fragmented system led to inefficiencies and user frustrations which prompted the need for a unified solution for ease of use and improved operational transparency.

Solution Delivered

Tech Implement proposed and implemented an end-to-end solution using Dynamics 365 to manage all student-related matters, including inquiries, applications, recruitment, and payments.

The solution was rolled out in multiple phases:

Phase 1: Lead Generation and Recruitment

• Re-created inquiry and application forms, connecting them directly to Dynamics 365. A custom plugin was developed to parse form data automatically, creating leads in the system.
• Migrated landing pages from HubSpot to Dynamics 365 using a similar plugin-based approach.
• Eliminated manual data entry, ensuring no leads were missed and significantly reducing labor costs.

Phase 2: Payment Integration and Dashboard Development

• Integrated PayPal with application forms to facilitate the payment process, making it easier for students to complete their admissions.
• Developed a dashboard to provide real-time insights into lead statuses, program types, and other critical metrics.
• Implemented Google Analytics connector to track and evaluate form submissions over time.

Phase 3: Website Revamp

Redesigned the college’s website for improved user experience and functionality.

Results

The Dynamics 365 integration led to significant improvements in the college’s operations and student satisfaction:

• The centralized platform enabled efficient management of student interactions and data.
• Automation minimizes manual labor, reducing errors and saving time.
• Migrating application forms to the Dynamics CRM Marketing module facilitated smoother admissions and helped create a comprehensive database in the system.
• Streamlined processes for applications and payments improved the overall student experience.
• Real-time data synchronization ensured accurate and up-to-date information.

Dynamics 365 Solution for Educational Institute

Tech Implement’s comprehensive solution using Dynamics 365 has helped the technical college manage its operations more effectively, enhancing both student and administrative experiences. This project has positioned the college to use these technological advancements for sustained growth and success in the education sector.