List of e2s Retain Success CRM Customers
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Since 2010, our global team of researchers has been studying e2s Retain Success CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased e2s Retain Success CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using e2s Retain Success CRM for CRM include: University College Dublin, a Ireland based Education organisation with 5822 employees and revenues of $983.0 million, University of Sunderland, a United Kingdom based Education organisation with 1788 employees and revenues of $240.0 million, Middlesex University, a United Kingdom based Education organisation with 3355 employees and revenues of $178.0 million and many others.
Contact us if you need a completed and verified list of companies using e2s Retain Success CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The e2s Retain Success CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Middlesex University | Education | 3355 | $178M | United Kingdom | Engage2Serve | e2s Retain Success CRM | CRM | 2021 | n/a |
In 2021, Middlesex University implemented e2s Retain Success CRM as UniHelp to centralise student enquiries and streamline service handling. The CRM deployment concentrated on the Student Helpdesk capability within e2s Retain Success CRM, positioning the application as the primary intake and case management layer for student-facing requests.
The implementation configured Student Helpdesk functionality to support ticketing and case intake workflows, knowledge management, shared calendars for appointments, and operational reports and dashboards. Functional configuration emphasized knowledge base authoring and governance, appointment coordination through calendars, and consolidated reporting for service teams.
UniHelp was positioned to consolidate enquiry channels into a single service desk workflow, providing a central conduit for student services and IT teams to manage enquiries and triage issues. Operational scope covered student-facing enquiry handling, IT service improvements, and knowledge management across relevant university support departments.
Governance and rollout focused on establishing standardised workflows, dashboard driven management reporting, and knowledge governance to reduce fragmentation of enquiry handling. The vendor case study explicitly cites improvements to IT services, knowledge management, calendars, reports and dashboards as part of the e2s Retain Success CRM implementation.
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University College Dublin | Education | 5822 | $983M | Ireland | Engage2Serve | e2s Retain Success CRM | CRM | 2024 | n/a |
In 2024, University College Dublin engaged Engage2Serve to customise e2s Retain Success CRM for academic advising pilots across five schools. The work is explicitly scoped to academic advising and student success, with the pilot commissioned to run during the 2024–25 academic year to support proactive advising in Ireland and to streamline advising workflows and student planning.
Configuration and functional work for e2s Retain Success CRM focuses on embedding reflection tools, academic planning capability, two-way communication and appointment booking into the CRM, enabling advisors to record reflective notes, construct advising plans and manage scheduling within a student success workflow. These enhancements align with CRM category functionality such as advising case records, contact sequencing and scheduling orchestration to support advisor-student interactions.
Operational coverage is limited to five schools for the initial pilot, targeting academic advising teams and student-facing services, with implementation activities centered on advisor configuration, workflow templates and student planning processes. The project documentation describes a pilot rollout during 2024–25, intended to validate configuration and processes before any broader deployment decision.
Governance for the engagement is organized around the academic advising pilots, using school-level pilots to refine advisor processes, data capture standards and configuration settings in the CRM. Engage2Serve customization work will be used to iterate on advising workflows and system configuration during the pilot period, with further decisions on expansion to follow pilot results.
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University of Sunderland | Education | 1788 | $240M | United Kingdom | Engage2Serve | e2s Retain Success CRM | CRM | 2018 | n/a |
In 2018 University of Sunderland implemented e2s Retain Success CRM, a CRM deployment that underpins the institution's Compass student portal and companion mobile app linked to compass.engage2serve.com. The implementation provides a unified student-facing CRM and service desk to handle student enquiries, appointment bookings and referrals, including workflows for the Health Advice Service within the United Kingdom.
The deployment centers on the Compass enquiry module of e2s Retain Success CRM, configured to support case intake, appointment scheduling and referral routing. Functional capabilities implemented include intake forms and case records for student interactions, appointment booking queues and referral tracking, reflecting case management and service desk patterns common to CRM systems in higher education.
Operationally the student portal and mobile app are exposed to students via Engage2Serve-hosted Compass pages, creating a direct interface to the CRM for self-service enquiries and bookings. The scope of use spans student services and health advice functions at the University of Sunderland, with governance structured to align CRM case ownership and service desk workflows to the appropriate student support teams.
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