(Habits)
Help your CRM help you
University of San Francisco Strategic Enrollment Management
Stephanie Carter, Enrollment Data Systems
Tyler Morell, Enrollment Communications
July 29 | Session 6
d eaking
Agenda
Building Data Integrity
Developing Ownership, Knowledge & Interest
Closing the Implementation Loop
Taking Action
Establish Required Fields
7 required fields 46,000+ no email 55,000+ no address 8,800+ no email or address 2,500+ no email, address or phone Currently matching on 753k+ instead of 1.1 million
Automated Clean Up
Bulk Edits 43 bulk edits – 14 recurring – 6 daily – 8 weekly
52
17,119
31,717
2012-2013
2013-2014
2014-2015
Ann
ual B
ulk
Edi
t Effe
ct
Communication Statistics Improvements
23%
2.1% 1.7%
28.1%
3.4% 1.4%
29.3%
3.35% 1.28%
Viewed Interacted Opted Out
2012-2013 2013-2014 2014-2015
Remove the Choke Hold
Open Up Permission Levels, Provide Training & Consulting
Filters Created by Non-Admin
4%
13%
19%
9%
26%
36%
2010
2011
2012
2013
2014
2015
What can you do?
1. Collaborate 2. Develop & expand permission 3. Reevaluate your role 4. Be open to CHANGE
• But I hate change • Change is scary • If I hear one more business cliché about change being the only
constant, I’m gonna...
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