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 Constituent Relationship Modules

Jenzabar's Constituent Relationship Modules (CRMs) provide the tight integration between the front-end portal and LMS and the administrative data and business logic. Providing for the relationship-building requirements of higher education, the modules are organized by each constituent group served by higher education.

Managing Relationships
Through Jenzabar CRMs, our integrated software is designed to manage relationships with all of the institution's constituents. The CRMs provide data consolidation and mining and the ability to capture vital constituent information at the point of contact. CRMs store this information in a central database-but even more-generate sensible business intelligence to the right officers, so they can make the right decisions.

For example, Jenzabar's CRMs provide institutions with immediate and integrated access to complete student profiles-without having to move from system to system. It treats the admissions, financial aid, and academic records departments as a single entity. CRMs assist all constituents by:

  • Enabling service personnel to assist students properly
  • Presenting a quality experience to a potential student
  • Providing faculty easy access to course, schedule and grade data
  • Helping administrators to develop and monitor fundraising initiatives
  • Tying alumni to their alma mater and maintaining their financial support
  • Keeping donors participating in the institution's long-term growth
Modules Currently Offered

CRM Admissions Officer
CRM Advancement Officer
CRM Candidate
CRM Constituent
CRM Faculty
CRM Staff
CRM Student

 

CRM Admissions Officer

Associated ERP: All
Description/Features:

Consolidates the admissions-specific data/access that is needed with financial aid and student life functionality and the public web tools that they use regularly. Features include:

  • Ability to enter inquiries of prospective students through the web
  • View & update candidate profile information, including contacts, folder items, application status, family data, etc.
  • Site-defined links to supporting functions such as FAFSA, ACT and SAT testing sites, Career planning, etc.
CRM Advancement Officer

Associated ERP: CX Initial Offering
Description/Features:

Provides all of the pertinent information regarding prospects and constituents -- pledge and giving history, contacts, reminders, demographics, education and employment, relationships, and much more. Features include:

  • CRM Constituent Management
  • CRM Stewardship
  • CRM Campaign Management
  • CRM Planned Giving
CRM Candidate

Associated ERP: All
Description/Features:

Provides areas for the prospective student that offer views of their Admissions folder, status, and places for updating information. Includes online communications tools such as Chats, Forums, and targeted messages that let Candidates connect with the institution. Features include:

  • Web-based inquiries with duplicate checking and import utilities into the administrative database
  • Admission folder status
  • View of required Admission folder items and the status of the items (received, not received)
  • Ability to electronically accept or reject an offer of admission
  • Electronic communications tools: Chats & Forums
  • Automated email notifications/confirmations of specific events
CRM Constituent

Associated ERP: EX, TE
Description/Features:

Allows the Institutional Advancement community the ability to access information online based on the principles, guidelines, needs, and procedures established at each organization. Features include:

  • Alumni Demographics (by class, by degree, by program)
  • Contribution Summary and other personal involvement, by individual or by role
  • Online Contributions by Funds, Campaign, Scholarships, Memorials or In Honor of, Giving Clubs
  • Online Promises (Pledges) by any of the above
  • Printable Contribution or Promise Form for any of the above
  • Change and Update Personal Demographic Information
  • Share Personal Interests Notes
CRM Faculty

Associated ERP: All
Description/Features:

Provides the faculty the ability to review their personal data, the courses they are teaching, and the ability to enter grades. Advisors can review basic profile data for their advisees and, by using current and historical course work, better advise the students in course work needed to achieve their educational goals. Features include:

  • The ability to view those students enrolled and/or waitlisted in their class list.
  • Instructors can post both Mid-term and final grades.
  • Advisors can view a list of advisees and review basic profile data including academic holds.
  • Real-time degree audit including "what-if" capabilities, as well as a GPA projection tool.
  • Faculty members can send email to a single student or all students within their class.
CRM Staff

Associated ERP: All
Description/Features:

Provide the tools needed by employees to know their employment status, salary history, and other payroll and benefit information. Features include:

  • Employee biographical information updating, including emergency contacts, dependents and addresses.
  • Payroll year-to-date information for wages earned, taxes withheld, benefits, deductions and leave availability.
  • "What if" scenario with a payroll check calculator
  • Assistance for filling out a W-4 form
  • Purchasing requisitions entry
  • Time sheet information entry
CRM Student

Associated ERP: All
Description/Features:

Provides the student the ability to review their personal data, schedule of classes, grades, historical course work, and graduation progress. Features include:

  • Personal profile data including academic holds.
  • Search for available course sections based on specific needs.
  • Connection to other web-based functionality needed by a student, such as the Financial Aid Estimator, Financial Aid status, and the ability to submit Housing Surveys and Roommate preferences
  • Online registration with real time checking for valid courses, including managing requisites using and/or logic, and checking for time conflicts.
  • View of student schedule of classes that includes required textbooks as well as financial aid and billing charges.
  • GPA projections based on student-specified grades.
  • View of grades for a specific session or historically.
  • Evaluate progress towards graduation and, if desired, select a different program of study and run a "what-if" degree audit.
  • Ability to email to advisor or instructors



 

 

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