Help CenterGradLeaders Employer Relations Management – Quick Guide
GradLeaders offers a comprehensive suite of tools to help you build, maintain, and grow strong employer relationships while streamlining data tracking and reporting.
Key Functions
1. Custom Data Tracking
- Create custom organization and contact profile fields to capture and track the data points that matter most to your team.
- Add custom note-taking surveys to document interactions in a structured, consistent way.
2. Document & Communication Management
- Centralized document storage for organization documents, agreements, presentations, and more.
- Activity and email tracking logs keep a detailed history of all employer communications.
- Manage outreach with mass emails and email campaigns for targeted engagement.
- In-app survey and evaluation tool for gathering structured feedback from employers and other stakeholders.
3. Search & Organization Tools
- Assign account managers to specific organizations for relationship ownership. Have this data seamlessly flow to other entities in the system.
- Use saved searches and folders to organize employer records for quick access.
4. Reporting & Analytics
- Custom snapshot reporting via Looker for quick insights.
- Robust custom dashboards with Looker for deeper analytics and visualization.
- Always-available standard reports, continually updated based on customer feedback.
- Export capabilities to take raw data for use in other platforms.
- Open APIs and Salesforce integration for seamless data sharing between systems.