When enrollment teams rely on disconnected systems and manual processes, students feel the friction and staff bear the weight. Information gets lost, communications lag, and opportunities slip through the cracks. A connected CRM changes that, bringing people, data, and processes together to create a seamless experience for everyone involved.

Much like the conductor of a power grid, the right CRM synchronizes outreach, streamlines workflows, and activates real-time insights across departments. Liaison’s TargetX and Outcomes CRMs, for example, serve as the operational brains of enrollment management, ensuring every signal reaches the right person at the right time and transforming intent into action.

The Problem: Fragmentation Hurts Students and Staff

Too many institutions rely on a tangle of disconnected systems: standalone CRMs, SIS platforms, marketing tools, and spreadsheets that don’t communicate. This fragmentation creates confusion for students, who are often left guessing about financial aid, next steps, or deadlines.

At the same time, staff spend hours tracking down information, duplicating efforts, and reacting to problems instead of planning proactively. The result? Lower yield, higher melt, and mounting team fatigue. Without connected technologies and strategies, even the best enrollment strategies fall short. To meet today’s challenges, institutions need a smarter, more integrated approach to CRM enrollment management.

The Solution: CRMs That Drive Yield Through Connection and Automation

A strong CRM turns raw data into action, giving teams the tools and insights they need to respond quickly and effectively. TargetX and Outcomes equip institutions with real-time insights so staff can track student progress, anticipate needs, and deliver relevant support without delay.

Automated, personalized communication is central to this capability. Using built-in tools for email, SMS, and event management, Liaison’s CRMs enable institutions to deliver timely messages tailored to each student’s stage in the funnel. One key application: reducing financial aid confusion with well-timed nudges that help students move forward confidently.

TargetX and Outcomes can connect with SISs, financial aid platforms, and Liaison’s Enrollment Marketing tools and Centralized Application Service (CAS). With every department working from the same dataset, schools eliminate duplication and ensure consistent messaging, thereby building trust and clarity across the enrollment experience.

CRMs like TargetX include post-enrollment capabilities such as milestone tracking and success coaching workflows that support retention as well as yield. Schools can set up automated check-ins, monitor orientation attendance, and deliver personalized communications that strengthen connections far beyond the point of deposit. The benefits of a CRM in higher education create a lasting impact: more efficient teams, smarter communication, and improved student engagement throughout the enrollment journey.

Institutional Spotlight: CRM Success in Action

The power of Liaison’s CRMs isn’t theoretical—it’s been proven by institutions that have experienced dramatic results.

Eastern University, for example, achieved an extraordinary 150% enrollment growth over five years using TargetX. With streamlined operations and expert support, the university was able to scale recruitment and drive outcomes in a highly competitive market.

At the University of North Texas at Dallas, the shift to a structured, TargetX-driven communication plan transformed engagement. Email open rates surged from 8.6% to 64.9%, reflecting more personalized and timely outreach that resonated with students. Building on that success, UNT Dallas launched its Trailblazer Express direct admissions program, using TargetX to engage high school partners and improve student yield. The result? The university’s largest freshman class to date and a 71% persistence rate, surpassing peer institutions across the state.

And at Oklahoma City Community College, the implementation of Outcomes has laid the foundation for improved student support and made it easier for students to complete and submit applications. Even early in the process, the college began to see an increase in application numbers due to the system’s ease of use.

These stories highlight what happens when the right tools, strategies, and support come together: clearer insights, more meaningful engagement with students, and stronger results.

Busting Myths About CRMs in Higher Education

Adopting a new CRM doesn’t have to be overwhelming—but lingering myths often hold institutions back. Let’s set the record straight:

  • Myth: “Switching CRMs is too complicated and risky.”
  • Truth: Liaison delivers white-glove onboarding, including data migration, campus assessments, and hands-on guidance to facilitate a smooth, low-stress transition.
  • Myth: “We can’t afford it.”
  • Truth: Liaison’s CRMs increase ROI by automating workflows, reducing manual tasks, and boosting yield, thus maximizing the value of every enrollment effort.

The CRM Enrollment Advantage

A strong CRM isn’t a luxury; it’s mission-critical for modern enrollment success. With TargetX and Outcomes, institutions gain smarter communication, more efficient teams, and more predictable outcomes.

When you’re ready to elevate your enrollment initiatives, schedule a strategy session with Liaison to see how your institution can connect, engage, and enroll with confidence.