CRM Implementation
CRM Implementation Services for Higher Education
Lingk provides CRM implementation services for higher education to help institutions adopt and operationalize CRMs for recruiting, admissions, enrollment, student success, advancement, alumni engagement, and executive reporting.
Trusted by Top Institutions
CRM Implementation Journey
A proven methodology to unify your customer data, streamline sales operations, and accelerate adoption—from strategy through continuous optimization.
Program Governance & CRM Strategy
We establish the operating framework—stakeholder alignment, success metrics, risk management, and milestone tracking—ensuring your CRM initiative delivers measurable business outcomes.
Requirements & Process Mapping
We map your sales, marketing, and service workflows to CRM capabilities—defining lead-to-opportunity flows, customer journeys, and automation requirements that align with how your teams actually work.
Configuration & Customization
We configure objects, fields, page layouts, and automation rules tailored to your business—including workflows, validation rules, and role-based security that scale with your organization.
Data Migration & Cleansing
We engineer a complete data migration strategy: contact, account, and opportunity data mapping, deduplication and data quality remediation, historical activity and interaction preservation, and validation rules and reconciliation for accuracy.
Integration Architecture & Connectivity
We architect and deliver integrations across your ecosystem—marketing automation, ERP/finance, support systems, data warehouses, and communication tools—ensuring real-time data flow and a unified customer view.
Testing & Quality Assurance
We execute comprehensive testing—functional validation, integration testing, user acceptance scenarios, and data integrity checks—ensuring your CRM performs reliably before go-live.
Go-Live & User Enablement
We execute structured deployment with role-based training, change management support, and launch readiness validation—driving rapid adoption and minimizing disruption to daily operations.
Optimization & Continuous Improvement
We provide post-launch support, adoption analytics, and iterative enhancements—refining workflows, expanding automation, and evolving your CRM to drive long-term sales effectiveness and customer engagement.
Salesforce
Deep integration expertise across Sales Cloud, Education Cloud, and Marketing Cloud. We connect Salesforce to your SIS, enable real-time data sync, and build automated workflows that transform your enrollment and student engagement operations.
Slate
Comprehensive Slate CRM integration for admissions, communications, and events. We streamline data flows between Slate and your student information systems, ensuring seamless prospect-to-enrolled student journeys and unified reporting.
Element451
AI-powered student engagement platform integration. We connect Element451's intelligent automation with your institutional systems, enabling personalized communications and data-driven enrollment strategies across the entire student lifecycle.
Ellucian
Deep expertise across Ellucian CRM Recruit and Advise. We deliver seamless integrations with Banner, Colleague, and Ethos environments—connecting your CRM to core systems for unified student engagement and operational efficiency.
Microsoft Dynamics 365
Enterprise-grade CRM integration leveraging Microsoft's powerful platform. We connect Dynamics 365 to your student systems, enabling advanced analytics, AI-driven insights, and seamless data flows across your institutional ecosystem.
LeadSquared
Marketing automation and CRM integration designed for higher education. We connect LeadSquared's lead management capabilities with your SIS, enabling automated nurture campaigns and streamlined enrollment workflows.
CRM Systems
The Lingk Difference
Services-Led, Technology-Backed
Lingk offers end-to-end support to help you develop a custom CRM environment, manage the full recruiting and admissions lifecycle, and produce complex historical and analytical reports. Our team can also help design and map effective communications strategies, create integrations between the CRM platform and your ERP or other enterprise systems, and provide a broad range of CRM system administration and operational support services tailored to the higher education environment.
Lingk Rhythm
(Lingk Enterprise iPaaS Optional)
CRM implementations rarely stand alone. Lingk helps institutions design and implement the broader ecosystem—integrations, data pipelines, and downstream systems—needed for long-term success. When needed, institutions can leverage Lingk's iPaaS to simplify and manage CRM integrations, ensuring data moves reliably across the enterprise without creating brittle point-to-point connections.
CRM Implementations Led by Higher Ed Data Experts
Lingk has helped higher education institutions for 10+ years implement and modernize CRM systems with expert services across implementation, data migration, and integrations—supported by optional technology that makes delivery faster and more maintainable.