Overview

Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities through a structured and centralized system.

Key Benefits

• Centralized Lead Management: Organize and manage leads efficiently across multiple universities.

• Opportunity Tracking: Seamlessly manage multiple university interests per lead.

• Real-time University Sync: Ensure end-to-end visibility with real-time data exchange between partners and universities.

• Personalized Lead Nurturing: Streamline communication with prospective students.

• Transparent Revenue Tracking: Monitor payments and revenue reconciliation effectively.

Plan & Permissions

To use the University Channel Partner CRM, your organization must have a Meritto CRM Cloud subscription with the following modules:

• Lead Manager & Opportunity Module – For lead centralization and university-wise categorization.

• Integrations Module – Enables real-time data sync between the Channel Partner CRM and universities via Webhooks and APIs.

• Report Builder – Provides advanced reporting to track payments and revenue across universities, assisting management, sales, operations, and finance teams.

Setting Up Channel Partner CRM

Teams Setup

• Admin (1st Level): Top-level access for system-wide configurations.

• Department Heads (2nd Level): Includes Sales, Marketing, Finance, and Operations teams.

• University-specific Sales Teams (3rd Level): University-wise classification with respective team heads.

• Counseling Teams (4th Level): Further sub-teams under each university for structured operations.

• Access Control: Team managers can have team-level access, while individual users can have restricted access as needed.

Fields Configuration in Lead Manager

• Basic Fields: Common fields across universities (e.g., Name, Email, Mobile, Course Interested In, Country, City).

• University Selection Field: A dedicated field to categorize a lead's university-wise interests.

Lead Collection & Source Tracking

Ensure all lead sources are configured to centralize data within Lead Manager, including:

• Widgets & Marketing Pages

• Quick Lead Addition

• Offline Uploads

• Publisher API Integrations

Opportunity Setup

Opportunity List Configuration

• Create a university-wise opportunity list to manage and track each lead’s interest.

• Maintain opportunity list-specific fields to capture relevant information for different universities.

Opportunity Stages

• Define structured opportunity stages to track lead progression during nurturing.

Additional Features

• Communications Module: Send bulk or individual emails, SMS, and WhatsApp messages.

• Event Scheduling: Schedule follow-ups within the system.

• Click-to-Call Setup: Enable direct calling for instant engagement.

• Counselor Allocation: Assign leads/opportunities to specific team members.

• Automations: Automate bulk email/SMS campaigns for engagement.

For detailed setup of the Opportunity module, refer to: All About Opportunity

Integrations & API Setup

Webhook Setup

Enables data transfer from Channel Partner CRM to University Portals. Key steps include:

• University Integration Kit: API specifications for transferring leads to universities.

• Webhook Configuration:

• Configure university-wise or opportunity-wise webhooks.

• Trigger webhook on "Opportunity Create" event to push lead data.

• Transmit only essential lead details for further processing on the university portal.

Developer Portal API Setup

This setup is a must and will ensure counselors gets real time student progress updates for tracking progress effortlessly and for follow up with respective leads from 'one-platform' itself. This set up would require University to integrate with Channel Partner CRM (Meritto CRM) and would include:

• Share "Update Opportunity API" with universities for real-time updates.

• Access Key Generation: Required for authentication (Refer to: Step-by-Step Guide to Creating an Access Key).

Revenue Collection & Tracking

• Configure payment tracking fields in Lead Manager, including:

• Course Paid For

• Total Payable Amount

• Total Paid Amount

• Remaining Amount

• Update payment details via Offline Upload or API integration with universities.

Conclusion

Meritto’s University Channel Partner CRM provides a structured, scalable, and real-time collaborative platform for managing university partnerships, lead nurturing, and revenue tracking. With centralized lead management, seamless integrations, and automation, channel partners can optimize their operations and drive efficiency.