CRM & Student Manager An ACEware Presentation Chuck HavlicekLauri Thompson.
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Transcript of CRM & Student Manager An ACEware Presentation Chuck HavlicekLauri Thompson.
The Plan for Today
• Demystifying CRM•Commercial CRM Options•The rationale for Using your Registration System (to “do” CRM)•How Student Manager does CRM•Q&A
CRM-a Definition..
.. brings together information from all data sources within an organization to give one, holistic view of each
customer in real time
… one more time… with feeling..
CRM
.. brings together information from all data sources within an organization to give one, holistic view of
each prospect/student in real time
.. And that’s important why???
It allows your people (sales, registration, student services) to make quick (and informed) decisions when dealing with an individual person (whether a prospect, or a customer/student.)
CRM – What’s out there?
http://www.crmsoftwarereview.org
Specialized CRM systems/approaches
Plus dozens more……
CRM – What’s out there?
http://www.crmsoftwarereview.org
ERP Systems with CRM Components
The BIG kids….
Your Registration Software (Student Manager included) was NOT designed as a dedicated CRM package
But because it IS designed to help you capture/view/reference/Report prospect/customer details…..
CRM
It DOES offer you the 360-real time view of your prospect/customer which is….
Interest CodesRecorded from two sources:
Manually enter Interest Codes
Course Subject Codes enter under
Interest Codes
Reports / Accounting / Deadbeat(Additional Reports)Code Analyzer X Cosubcode
This report provides demographic information by Interest Code
Why focus on adding/utilizing CRM features of Student Manager.
V.S.
Buying/learning/double enteringdata into a specialized CRM tool?
• The history is already there• Day to day activity is IN there• Only one system • Get more “Bang for the Buck” for your $$ and Effort
This is Why! ! !