greymatter | Higher Education CRM

Full Lifecycle Constituent Relationship Management (FL-CRM)
Powered by Microsoft’s Cloud, Dynamics 365 and Power Platform

greymatter is a Full Lifecycle Constituent Relationship Management (CRM) platform for Higher Education that captures a 360o view of the entire student experience using an expansive range of relationship management functionality and analytics. As a Full Lifecycle CRM, greymatter can be described as an FL-CRM (pronounced as "fulcrum"). As a fulcrum lightens a heavy load, greymatter acts as a pivotal point to lighten the burden of everyday, repetitive administrative tasks while breaking down legacy siloes that exist between traditional Higher Education solutions.

Using greymatter, Universities and Colleges can centralize data, capture and manage engagement, execute insightful analysis and strengthen relationships with constituents, which can include prospects, applicants, active students, alumni, donors, partners and more.

Built on Microsoft Dynamics 365, Microsoft Dataverse and accelerators built specifically for Higher Education and the Not-for-Profit sectors, greymatter provides customers with a solid and extensible underlying data structure to model Higher Education business process, automation and analytics.

Increase your student success

How we help

Recruitment

greymatter helps recruitment teams
successfully capture, engage, market,
and convert prospects while providing
accurate insight into recruitment efforts.

Promotions

greymatter enhances community
and business partnerships through
corporate learning and data sharing
initiatives surrounding academic achievements.

 

Retention

greymatter supplies essential tools to engage target populations, analyze risk and engagement, understand service breakdowns and re-define business processes that upsurge retention.

 

Admissions

greymatter provides personalized
student and agency enrolment portals,
manages academic advising appointments,
and assists admissions departments with
lead qualification and SIS integration to
ensure a single version of student data.
 

Advancement

greymatter assists development
offices by using tools such as workflows,
outbound dialing, dashboards, and more
to build and deploy campaigns to connect
with donors and alumni for fundraising,
awards and program delivery.

 

Retention Advancement Promotions Recruitment Admissions

How we help

Recruitment

greymatter helps recruitment teams
successfully capture, engage, market,
and convert prospects while providing
accurate insight into recruitment efforts.

Promotions

greymatter enhances community
and business partnerships through
corporate learning and data sharing
initiatives surrounding academic achievements.

 

Retention

greymatter supplies essential tools to engage target populations, analyze risk and engagement, understand service breakdowns and re-define business processes that upsurge retention.

 

Admissions

greymatter provides personalized
student and agency enrolment portals,
manages academic advising appointments,
and assists admissions departments with
lead qualification and SIS integration to
ensure a single version of student data.
 

Advancement

greymatter assists development
offices by using tools such as workflows,
outbound dialing, dashboards, and more
to build and deploy campaigns to connect
with donors and alumni for fundraising,
awards and program delivery.

 

Know your community

Frequency Foundry brings the right team of advisors, innovators, and engineers to deliver a winning CRM strategy and a solution to best fit your institution. By targeting the five areas of the student lifecycle - Recruit, Admit, Retain, Advance, and Promote, greymatter provides a true 360-degree view of of the student experience at all points in

the lifecycle while delivering a deeper understanding of interconnected constituent relationships beyond students. Over the last decade, we have helped institutions – from Florida to the Yukon and everywhere in between – to know and understand their student and wider constituent communities better.

Learn More

KEY FEATURES

Contact and account management

  • Lead capture and qualification 
  • Management of prospects, counselors, coaches, applicants, current students, faculty, alumni, individual donors, corporate contacts and more 
  • Recruiting agency commission management 
  • Study abroad and exchange program management 
  • Opportunity funnels 
  • Automated letters of acceptance 
  • Guided services processes 
  • Workflow and business process automation 
  • Queue management and skills-based routing 
  • Role-based security for reports and CRM entities 
  • Field level security and configurable fields, views, and forms 
  • Customizable dashboards with embedded visualizations 
  • Integration with social media platforms and tools, such as Facebook, Twitter, LinkedIn and InsideView 
  • PowerApps for kiosks 
  • Dialog wizards 

Case management

  • Chatbot and live-chat for prospective students 
  • Knowledge base and FAQ 
  • Secure counseling case management  
  • Advising and referral management 
  • Codeless SIS integration 
  • Automated nudges for risk and engagement scoring 
  • Prediction and signals 

Marketing and campaigns

  • Visual campaign automation 
  • Marketing lists with dynamic segmentation 
  • Rich email template editors with branding 
  • Surveys, landing pages, web form creation 
  • Mass email/mail campaign creation and tracking  
  • Campaign, web visitor, and survey analytics 
  • Open and click rates  
  • Heat map of email engagement 

Event management

  • Event and event schedule creation 
  • Payments gateway integration 
  • Event portal, calendar, and registration forms  
  • Event marketing 
  • Event registrations, waitlist, and check-in 
  • Homestay management 
  • Mentorship management  

Portals

  • Web content management 
  • Open authentication 
  • Customizable web portals for communities of interest, prospects, recruiting agents, current students, alumni, donors, corporate partners 
  • Integrated with government application portals 

Scheduling 

  • Appointment management for advising and counseling 
  • Student self-service appointments 
  • Queuing app 
  • O365 and Exchange integration 
  • LMS integration 
  • Prior learning and assessment 

E-Commerce 

  • Simple integration with any payment gateway, including out-of-the-box integration with Stripe, PayPal, Moneris and other gateways. 
  • Storefront management for any products 
  • Gift payment collection and GL 
  • Continuing Education storefront 
  • Membership management 
  • Barcode scanning 

Integrations 

  • Integration with Microsoft Outlook, Office 365, SharePoint, and the entire Microsoft stack 
  • Integration with popular Student Information Systems 
  • Complex appliation integration using D365's RESTful Web API 

Telephony 

  • Optional Intermedia hosted Cloud contact center
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