Contact Management

Central to any relationship management initiative is the need to provide consistent, contextual service based on historical interactions with your institution. Intelliworks offers a central repository for managing day-to-day interactions with your institutions students, prospects, alumni and partners.  

Plus, you have the ability to segment contacts by any number of variables including lifecycles, location, interests or affiliations with other organizations.  That's right, no more "one-size-fits" all communications.  Using Intelliworks you can treat different constituents differently.

By giving you a holistic view of every interaction a constituent has had with your institution, Intelliworks lays the foundation for your institution to deliver targeted, relevant communications to every single one of your constituents.

• Track all previous interactions between individual contacts and your institution, including one-on-one conversations, marketing campaigns, inquiries and event registrations
• Schedule follow up activity based on contact's preferences and previous interactions with your institution
• Prioritize contacts based on level of interest in your institution and course offerings
• Create associations between individual contacts and/or other organizations
• Keep detailed notes on each individual in your database
• Identify and merge duplicate contact records
• Use custom fields to create attributes associated with common admissions functions
• Synchronize your cases, tasks and appointments using our Microsoft Outlook Plug-In
• Manage and sort organizations using criteria such as CEEB and FICE codes
• Import/Export data from your SIS or other systems of record manually, or schedule automated exchanges by integrating with Intelliworks

Using Intelliworks, your institution will have a 360-degree view of your institution's relationships.