Five Tips for Successful Implementation of CRM at Schools

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Five Tips for Successful Implementation of CRM at
Schools
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(No Transcript)
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• As public funding for higher education keeps on
  declining, admission officers are experiencing
  the pressure to increase the enrollment and
  retention rate.
• Since most public funding options are related to
  enrollments, its imperative to keep each program
  or course completely filled.
• Unfilled seats lead to missed opportunities and
  less resources for schools.

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• On account of increase in competition, getting
  students through different entryways and
  keeping them in classrooms is harder than any
  time before.
• That is the reason more schools are investigating
  the capability of implementing Constituent
  Relationship Management (CRM) systems.
• The thought process behind this investigation is
  to
• Leverage the power of technology to identify and
  engage with prospective students
• Make a high quality first impression with
  prospects that can build excitement
• Establish relationship with students till they
  become an alumni

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• However, like any other technology
  implementation, the way for effective CRM
  implementation and integration requires a lot of
  time, effective planning, and all around
  strategic thinking.
• If you are looking to get the most out of CRM
  implementation at your school, then here are five
  tips to consider
• Effective planning
• Technology is an engine that is incomplete
  without proper planning and implementation. That
  is the reason schools need to plan ahead. Develop
  a well defined road map that outlines your goal
  achievement and the technology that can guide and
  help you. Assemble your support staff and assess
  your existing business processes and, evaluate
  how they may make strides.

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2. Identify and integrate business
silos Admission procedures are perplexed.
Bringing on new students requires admission
staffs to accumulate data from different
department of the school, from recruitment to
academics to lodging to student support. Utilize
the technology to align the goals and priorities
of all different departments at schools. Schedule
training sessions early and frequently to
guarantee that everyone who will be using the
system is aware of their role and action to be
performed. The more the departments integrate and
work together, the better the outcomes will be.
3. Create a culture of change Apprehension
is unavoidable. Keeping up an open and fair
dialog with all campus constituents is the most
ideal approach to address these concerns. Conduct
regular meetings, take feedback and offer clear
updates about the process of implementation. Stay
connected with individuals at campus exclusively,
so that those affected by the change knows the
impact and results that it can bring to the
effective functioning of their department.
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4. Start small Technology integrations are
always scary and complex that is the reason its
important to start small. Perform a complete
breakdown of important elements like systems to
integrate, roles, functionalities etc. that will
be a key for your planning-integration process.
Provide sufficient time for your staff to get
settled with the technology, and then get started
from there. 5. Set clear milestones Get
started to develop performance indicators and
milestones to be achieved. Each step you take in
the right direction gets you closer to your
definitive objective, yet there are a lot of
milestones along the way to achieve your
goals.
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THANK YOU