Higher Ed Enterprise Model: Admissions and recruitment CRM mapped to HERM v3.2.0Admissions and recruitment CRM functions (from the features offered by the major vendors), the HERM business capabilities they realise with their parent capabilities, and the Example State University sample applications (fictional) assigned to each function with coverage, role and feature count. Exported from hied-ea.netlify.app.Admissions CRM functions and featuresAdmissions and recruitment CRM: functions and features offered by the major vendors, mapped to HERM.This siteAdmissions CRM 1.1 Capture inquiriesLead Capture. 7 features: Configurable inquiry forms; Embeddable forms and landing pages; Source and campaign tracking; Mobile and event quick capture; Chat and text inquiry capture; Conversational AI inquiry assistant7This siteAdmissions CRM 1.2 Import lists and partner leadsLead Capture. 5 features: Name-buy and search list import; Inquiry aggregator feeds; Test-score sender feeds as prospects; Bulk import with field mapping; Lead cost and vendor tracking5This siteAdmissions CRM 2.1 Maintain person recordProspect Record and Data Quality. 8 features: Unified constituent record; Multiple interest and term records; Relationship records; School and organization records; Interaction timeline; Custom fields and objects8This siteAdmissions CRM 2.2 Match and deduplicate recordsProspect Record and Data Quality. 5 features: Real-time matching at entry; Duplicate review queue; Record merge with history; Data lineage and source precedence; Controlled bulk updates5This siteAdmissions CRM 2.3 Segment and score prospectsProspect Record and Data Quality. 4 features: Dynamic segments and queries; Engagement scoring; Fit and enrollment-likelihood scoring; Funnel stage tracking4This siteAdmissions CRM 3.1 Manage territories and assignmentsRecruiter and Territory Management. 3 features: Territory definition; Automatic counselor assignment; Caseload and reassignment tools3This siteAdmissions CRM 3.2 Track recruiter activityRecruiter and Territory Management. 5 features: Recruitment travel planning; Tasks and follow-up reminders; Call and meeting logging; Click-to-call and call recording; Agent-assisted recruitment actions5This siteAdmissions CRM 4.1 Manage partner and population recruitingSpecialized Recruitment Channels. 7 features: International agent portal; Agent contract and commission tracking; Athletic recruiting module; Graduate and professional program pipelines; School counselor and partner portal; Transfer pathway and articulation prospects7This siteAdmissions CRM 5.1 Configure institutional applicationsApplication Intake. 10 features: Application form builder; Multiple application types; Save and resume; Application deadlines and rounds; Program-specific supplemental questions; Accessible, mobile-ready application10This siteAdmissions CRM 5.2 Receive shared and external applicationsApplication Intake. 3 features: Shared application import; Application file matching; Paper and staff-entered applications3This siteAdmissions CRM 5.3 Collect application feesApplication Intake. 3 features: Online fee payment; Fee waivers and promo codes; Fee reconciliation export3This siteAdmissions CRM 6.1 Manage application checklistsChecklist and Materials. 4 features: Rule-based checklist generation; Automatic item fulfillment; Completion status and missing-item alerts; Checklist item waivers4This siteAdmissions CRM 6.2 Ingest materials and feedsChecklist and Materials. 9 features: Document upload and scanning; Document indexing and classification; Intelligent document data extraction; Test-score feed import; Electronic transcript feed import; Recommendation requests9This siteAdmissions CRM 6.3 Provide applicant self-serviceChecklist and Materials. 4 features: Applicant status portal; Applicant account and authentication; Personalized portal content; Application amendments4This siteAdmissions CRM 7.1 Configure review workflowsApplication Review. 5 features: Configurable review bins and queues; Reader assignment rules; Faculty and department review; Conflict-of-interest exclusion; Review confidentiality controls5This siteAdmissions CRM 7.2 Evaluate applicationsApplication Review. 9 features: Online reader with document viewer; Rubrics and rating forms; Academic record entry and GPA recalculation; Interview evaluation; Portfolio and audition review; AI-assisted review summaries9This siteAdmissions CRM 7.3 Run committee reviewApplication Review. 2 features: Committee review session; Class shaping and slate tools2This siteAdmissions CRM 7.4 Evaluate special populationsApplication Review. 3 features: International credential evaluation; Transfer credit pre-evaluation; Immigration document preparation3This siteAdmissions CRM 8.1 Record decisionsDecision Management. 6 features: Decision codes and types; Conditional admission terms; Decision approval and audit; Program and term change offers; Withdrawal and cancellation; Admissions appeals6This siteAdmissions CRM 8.2 Release decisionsDecision Management. 3 features: Scheduled decision release; Decision letters and templates; Shared application decision reporting3This siteAdmissions CRM 8.3 Manage waitlist and deferralDecision Management. 2 features: Waitlist opt-in and ranking; Deferral rollover2This siteAdmissions CRM 9.1 Build and send messagesCommunications. 7 features: Email builder and templates; Bulk and scheduled sends; Two-way text messaging; Print and mail merge; Personalized microsites; AI-assisted content drafting7This siteAdmissions CRM 9.2 Automate journeysCommunications. 6 features: Multi-step journey builder; Trigger-based messages; A/B testing; Send-time optimization; Application completion nudges; Journey testing6This siteAdmissions CRM 9.3 Track and govern communicationsCommunications. 7 features: Open, click, and reply tracking; Consent and subscription preferences; Regulatory messaging compliance; Sender domain authentication; Shared inbox and case handling; Suppression and contact-frequency controls7This siteAdmissions CRM 10.1 Manage eventsEvents and Visits. 7 features: Event creation and registration; Event reminders and confirmations; Guest and party-size registration; Virtual event integration; Multi-session event agendas; Capacity and event waitlists7This siteAdmissions CRM 10.2 Schedule visits and interviewsEvents and Visits. 5 features: Campus visit scheduling; Interview and appointment booking; Staff calendar synchronization; Self-guided and virtual tours; Personalized visit itineraries5This siteAdmissions CRM 10.3 Record attendanceEvents and Visits. 4 features: Event check-in; Attendance and no-show tracking; Event feedback surveys; Post-event follow-up4This siteAdmissions CRM 11.1 Engage admitted studentsYield Management. 7 features: Admitted student portal; Admit communication plans; Admitted student community; Financial aid status display; Yield-likelihood prediction; Yield outreach queues7This siteAdmissions CRM 11.2 Record intent and depositsYield Management. 5 features: Online reply form; Enrollment deposit payment; Deposit waivers and extensions; Deposit refund and cancellation tracking; Enrollment intention and decline reasons5This siteAdmissions CRM 11.3 Prevent summer meltYield Management. 3 features: Pre-enrollment task checklist; Melt-risk flags and outreach; Final transcript verification3This siteAdmissions CRM 12.1 Transfer admitted students to the SISSIS Matriculation Handoff. 6 features: Admit and deposit export to SIS; SIS ID matching and write-back; Field-level crosswalks; Handoff error queue; Identity and account provisioning trigger; Handoff eligibility rules6This siteAdmissions CRM 12.2 Reconcile after handoffSIS Matriculation Handoff. 3 features: SIS status read-back; Post-handoff change control; Record authority transition3This siteAdmissions CRM 13.1 Report on the funnelFunnel Reporting. 9 features: Funnel dashboards; Year-over-year comparisons; Ad hoc query and report builder; Scheduled report delivery; Daily snapshots; Mandated reporting extracts9This siteAdmissions CRM 13.2 Track goals and forecastsFunnel Reporting. 3 features: Enrollment goal tracking; Enrollment forecasting; Discount rate and net revenue modeling3This siteAdmissions CRM 13.3 Measure recruitment effectivenessFunnel Reporting. 5 features: Source and campaign attribution; Communication and event effectiveness; Recruiter and territory performance; Natural-language reporting assistant; Recruitment surveys5This siteAdmissions CRM 13.4 Export data for analysisFunnel Reporting. 1 features: Data warehouse feed1This siteAdmissions CRM 14.1 Connect systemsIntegration. 8 features: Documented REST APIs; Event webhooks; Scheduled file import and export; SIS integration adapters; Payment gateway integration; Marketing and ad platform integration8This siteAdmissions CRM 15.1 Control accessSecurity and Privacy. 5 features: Single sign-on for staff; Role-based and record-level security; Multi-factor authentication; External-user access administration; Service-account and API security5This siteAdmissions CRM 15.2 Protect dataSecurity and Privacy. 10 features: Audit logging; Encryption in transit and at rest; Sensitive field masking; Privacy requests and retention; Security attestations; AI use governance10This siteAdmissions CRM 16.1 Configure and administerConfiguration and Operations. 5 features: No-code workflow and rule configuration; Cycle rollover; Sandbox and change promotion; Branding and multi-unit configuration; Reference data administration5This siteAdmissions CRM 16.2 Operate and exitConfiguration and Operations. 10 features: Availability and support commitments; Scalability at peak deadlines; Full data export at exit; Backup and disaster recovery; Automation and job monitoring; Release and maintenance management10This siteDomestic Student RecruitmentDomestic Student Recruitment targets promotion of an institution to generate applications specifically from domestic students.BC012HERM BRM v3.2.0Campaign ManagementCampaign Management prepares, launches, monitors, and reviews targeted promotional activities.BC109HERM BRM v3.2.0Outreach ManagementOutreach Management broadcasts targeted information and invitations to engage into relevant groups.BC240HERM BRM v3.2.0Communications ManagementCommunications Management delivers and responds to broadcast and conversational communications.BC220HERM BRM v3.2.0Advertising ManagementAdvertising Management develops and manages advertising, including setting objectives, messages, audience, and engaging advertising and media providers.BC108HERM BRM v3.2.0Data ManagementData Management plans, creates or acquires, stores, uses, archives, and disposes of data.BC143HERM BRM v3.2.0Relationship ManagementRelationship Management develops and sustains relationships between an institution and its customers, stakeholders, and groups.BC239HERM BRM v3.2.0Advanced AnalyticsAdvanced Analytics produces insights and information assets using sophisticated analysis techniques on diverse data sets.BC144HERM BRM v3.2.0International Student RecruitmentInternational Student Recruitment targets promotion of an institution to generate applications specifically from international students.BC013HERM BRM v3.2.0Travel ManagementTravel Management manages an institution's travel programme.BC195HERM BRM v3.2.0Intercollegiate Athletics ManagementIntercollegiate Athletics Management provides the sports-specific organisation, governance, and programmes that structure, develop, and enable competitive sports and games.BC229HERM BRM v3.2.0Contract ManagementContract Management manages the development, negotiation, execution, and review of institution contracts.BC156HERM BRM v3.2.0Learning Recognition ManagementLearning Recognition Management evaluates prior learning and experiences of students and decides on equivalent recognition.BC018HERM BRM v3.2.0Study Application ManagementStudy Application Management receives, assesses, and responds to applications to study.BC015HERM BRM v3.2.0Accounts ReceivableAccounts Receivable manages the receipt of payments to an institution.BC188HERM BRM v3.2.0Enterprise Content ManagementEnterprise Content Management captures, stores, manages, and delivers content and documents that support an institution's key business processes.BC146HERM BRM v3.2.0Identity & Access ManagementIdentity & Access Management manages information about people and things, instantiates and enforces organisational business rules and policy regarding entitlements to systems and services, and mediates access requests and identity verification.BC139HERM BRM v3.2.0Customer Experience ManagementCustomer Experience Management is the practice of designing, tracking, and reacting to interactions between customers and an institution.BC217HERM BRM v3.2.0Business Process ManagementBusiness Process Management discovers, models, and analyses an institution's business processes.BC216HERM BRM v3.2.0Compliance ManagementCompliance Management ensures an institution operates within the bounds of prescribed rules and obligations.BC170HERM BRM v3.2.0Information Security ManagementInformation Security Management protects the confidentiality, integrity, and availability of information in an institution's care.BC138HERM BRM v3.2.0Event ManagementEvent Management is the development and execution of events such as ceremonies and conferences.BC110HERM BRM v3.2.0Market ResearchMarket Research gathers and analyses information about target markets and customers in order to assess market demand, size, and competition.BC111HERM BRM v3.2.0MatriculationMatriculation formally registers a student into an institution.BC020HERM BRM v3.2.0Engagement ManagementEngagement Management facilitates dialogue with specific groups to understand their needs and enable collaborative decisions.BC241HERM BRM v3.2.0Financial Aid ManagementFinancial Aid Management administers all financial support awarded to students.BC248HERM BRM v3.2.0Business Intelligence & ReportingBusiness Intelligence & Reporting collects, analyses, and transforms data and presents business information.BC211HERM BRM v3.2.0Price ModellingPrice Modelling models various product-pricing scenarios and their effect on demand and revenue.BC189HERM BRM v3.2.0Build, Acquisition, & ImplementationBuild, Acquisition, & Implementation provides the basis for introducing and integrating new or changed technology solutions and services.BC203HERM BRM v3.2.0Delivery, Service, & SupportDelivery, Service, & Support provides and supports an institution with the information and communication technology services it requires.BC204HERM BRM v3.2.0Information GovernanceInformation Governance defines the roles and responsibilities, decision rights and controls, and processes used to manage information assets.BC136HERM BRM v3.2.0Records ManagementRecords Management provides the systematic control and governance of an institution's records and associated information.BC145HERM BRM v3.2.0Business Continuity ManagementBusiness Continuity Management develops, tests, and maintains an institution's business continuity plans.BC161HERM BRM v3.2.0Technolutions SlateThe admissions CRM: prospects, applications, reading and decisions, communications, events and yield.Vendor coreTechnolutionsInvestExample State University (sample)Admissions CRMOcelot chatbotWebsite chat and an AI inquiry assistant on the admissions site.Third-partyOcelotTolerateExample State University (sample)Admissions CRMCollege Board SearchName-buy lists and test-score sends that seed the prospect pool.Third-partyCollege BoardMaintainExample State University (sample)Admissions CRMSpreadsheets & emailOffice-held spreadsheets, shared mailboxes and paper forms filling gaps between systems.ManualVarious officesRetireExample State University (sample)SIS, Finance, HRM, Research admin, Student app, Instr. planning, Advising, Reporting, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductBanner StudentThe core student system: the system of record for the learner, curriculum, registration, academic history and the student ledger.Vendor coreEllucianMaintainExample State University (sample)SIS, Student app, Instr. planning, Advising, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductEnrollment data warehouseFunnel snapshots, forecasting models and mandated reporting extracts.HomegrownIn-houseMaintainExample State University (sample)Admissions CRMMongoose CadenceTwo-way text messaging used by admissions and some advising units.Third-partyMongooseMaintainExample State University (sample)Advising, Admissions CRMFront RushAthletics recruiting, run by coaches outside admissions.Third-partyFront RushMaintainExample State University (sample)Admissions CRMCommon AppThe shared first-year and transfer application, delivered to the CRM as a daily feed.Third-partyCommon AppMaintainExample State University (sample)Admissions CRMTouchNet paymentsCard and ACH payments for application fees, deposits and event fees.Third-partyGlobal PaymentsMaintainExample State University (sample)Admissions CRMParchmentElectronic transcript ordering and exchange, diplomas and digital credentials.Third-partyParchmentMaintainExample State University (sample)SIS, Student app, Admissions CRMWES credential evaluationCourse-by-course evaluations of international credentials.Third-partyWorld Education ServicesMaintainExample State University (sample)Admissions CRMYouVisitSelf-guided and virtual campus tours that capture visitors as prospects.Third-partyEABMaintainExample State University (sample)Admissions CRMOktaSingle sign-on, multi-factor authentication and identity proofing.Third-partyOktaInvestExample State University (sample)SIS, Finance, HRM, Research admin, Student app, Instr. planning, Advising, Reporting, LMS, Library, Curriculum, Admissions CRM, Advancement, Housing, IAM, ConductGovernance, Risk, & ComplianceGovernance, Risk, & Compliance performs governance, risk management, and compliance activities.BC160HERM BRM v3.2.0Information ManagementInformation Management describes, organises, distributes, and governs information.BC135HERM BRM v3.2.0Information & Communication Technology ManagementInformation & Communication Technology Management plans, builds, and runs an institution's technology services and solutions.BC201HERM BRM v3.2.0Financial ManagementFinancial Management oversees, plans and controls all aspects of an institution's finances.BC184HERM BRM v3.2.0Student ManagementStudent Management administers the student life cycle and maintains core student records.BC044HERM BRM v3.2.0Engagement & Relationship ManagementEngagement & Relationship Management develops and sustains connections between an institution and its constituent individuals, stakeholders, and groups.BC238HERM BRM v3.2.0Student AdmissionStudent Admission receives and evaluates applications to admit students to an institution.BC014HERM BRM v3.2.0Marketing ManagementMarketing Management identifies target markets and designs and oversees the execution of activities that promote an institution's products and services.BC107HERM BRM v3.2.0Auxiliary CapabilitiesAuxiliary Capabilities provide essential foundational support to an institution's core value chains and enabling business capabilities.BC114HERM BRM v3.2.0Business Capability ManagementBusiness Capability Management designs, configures, and lifecycle-manages an institution's business capabilities.BC206HERM BRM v3.2.0Legal AffairsLegal Affairs manages and advises an institution on legal matters.BC155HERM BRM v3.2.0Student RecruitmentStudent Recruitment promotes an institution and its curriculum to prospective students.BC008HERM BRM v3.2.0fullsystem of record6fullsystem of record2fullsystem of record2fullsystem of record4workaroundsystem of record1fullsystem of record8partialsystem of record1fullsystem of record5fullsystem of record4partialcontributes1fullsystem of record3workaroundsystem of record1fullsystem of record3partialsystem of record1fullsystem of record6workaroundsystem of record1fullsystem of record1fullsystem of record10fullsystem of record1fullsystem of record3fullsystem of record2fullsystem of record2workaroundcontributes1fullsystem of record4fullsystem of record9fullsystem of record1partialcontributes1fullsystem of record4workaroundcontributes1fullsystem of record5fullsystem of record8fullsystem of record2fullsystem of record1partialcontributes1partialsystem of record1workaroundsystem of record2fullsystem of record5workaroundsystem of record1fullsystem of record3fullcontributes1fullsystem of record2fullsystem of record6fullsystem of record2fullsystem of record6fullsystem of record7partialcontributes1fullsystem of record7fullsystem of record1fullsystem of record5fullsystem of record1fullsystem of record4fullsystem of record6fullsystem of record1partialsystem of record1fullsystem of record4fullsystem of record2workaroundcontributes1fullsystem of record3fullcontributes1fullsystem of record4fullsystem of record3workaroundsystem of record1fullsystem of record1fullsystem of record2fullsystem of record2workaroundcontributes1fullsystem of record9fullsystem of record3fullsystem of record1partialsystem of record1workaroundsystem of record2fullsystem of record4fullsystem of record1fullcontributes1fullsystem of record7partialcontributes1fullsystem of record1fullsystem of record2fullsystem of record4fullsystem of record6workaroundsystem of record1fullsystem of record5fullsystem of record10HERM codeTypeVendorLifecycleEcosystemsCoverageRoleFeaturesSource