RFP for Campus-Wide Student CRM Solution

Weber State University is seeking a comprehensive campus-wide Customer Relationship Management (CRM) system to support student recruitment, retention, and alumni relations. The system must be scalable, integrate with existing systems, and provide robust tools for managing the student lifecycle. The CRM system should preserve WSU's preexisting student data and leads, ensuring continuity and maximizing existing information to support a smooth transition and ongoing engagement efforts. • Manage prospective student inquiries and applications • Automate communication workflows • Provide a customizable application process • Include tools for application review, status tracking, and decision-making • Track recruitment metrics and generate custom reports • Monitor student engagement, attendance, and academic progress • Provide advisors with tools and automated reporting to support student success • Integrate with existing systems, such as Banner and Canvas • Comply with data privacy regulations, such as FERPA and GDPR