Halo - how it works
What is a CRM platform?
A CRM platform is a joined-up system that helps manage, view and store information related to our current and potential communities – every individual who interacts with Oxford.
The system combines data from various sources and uses tools like automation and AI to make it easier to manage relationships with each individual person in the system. It will span divisions, departments, colleges and functions including development and alumni (DAE), student fees and funding, student welfare, outreach, continuing education and online education.
With the CRM programme we are implementing more than just a university-wide CRM system, it is a fundamental shift in how the collegiate University communicates, collaborates, shares information, and delivers services.
Why is a university-wide CRM system needed?
Given Oxford’s devolved nature, the collegiate University does not have one joined-up CRM system. As a result, it faces numerous challenges stemming from fragmented data, siloed systems, and inconsistent and uncoordinated communication between departments. These issues affect areas such as outreach, admissions, student services, development and alumni and core support functions like the people (HR) department.
A single CRM platform will make it easier for staff and students to do their day-to-day work. It will save time and effort by reducing administrative burden with simplified and automated processes.
For example, the CRM platform can improve how marketing teams create and send email campaigns; how researchers collaborate across institutions; and how HR teams manage parts of the employee experience. Prospective students can have an efficient and supported joining experience. Current students can get clearer and more relevant information to help their learning and life at Oxford; donors can receive more personalised communications.
The CRM platform will transform how we collect, store, view and use data about each individual who interacts with the collegiate University. It will change both how people interact with the Oxford, and how we, as staff interact with our communities.
