1
Hobsons Enrollment Technology
Glenn Evans
Phone: 513.766.7139
Glenn.Evans@hobsons.com
lenn.Evans@hobsons.com
Twitter: @Gle...
3
Technology Solutions
Admissions CRM/
Online
Applications
Degree Planning/
Advising Management
Retention CRM/
Early Alerts
4
What is CRM?
“Customer Relationship Management”,
or “Communications and Relationship
Management”
…generally a model for ...
5
Hobsons CRM
…allows you to
Manage contacts— get contacts into your system, have access to flexible data
collection, 360 ...
6
CRM for Admissions
chat/IMemail
web portal
digital print
text msg
online app/
review reporting
letters
dynamic FAQ
event...
7
CRM for Retention
predictive
modeling
contact
management
campus
collaboration
reporting
& analytics
early alerts
faculty...
8
Hobsons CRM
For both prospective and current students:
Contact database (filters, import, export, search, etc.)
Automate...
9
Hobsons CRM
In addition, for current students:
Student Progress and Tracking
Early Alert
Faculty Feedback Surveys
Survey...
10
Hobsons CRM
Optional Modules & Services:
Events, Interviews & Travel Management
Telecenter Module
Answer (FAQ Database)...
11
Advising Mgmt/Degree Planning
Facilitate
Communicate Forecast
ManageCreate
Student Success & Institutional Effectivenes...
12
Advising Mgmt/Degree Planning
Includes:
Ÿ Customized course planning
Ÿ Integrated degree completion analysis
Ÿ Degree A...
13
Cal Poly needed to provide students with self service as well as reach
out to them in an interactive and personalized w...
14
UIUC’s old student application system did not offer an easy way to
export data or print applications, nor was it custom...
15
CLU noticed a drop in its first-year retention rate, from 81 to 76 percent. The
administration became concerned and fel...
Questions?
World Changing Knowledge
Contact Glenn Evans to discuss your specific needs and how Hobsons can help:
513.766.7...
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Hobsons Recruitment, Retention & Advising Solutions

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Higher ED CRM for recruitment and retention, online applications and advising management/'degree planning.

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  • This slide replaces the old funnel slide. High level overview of features. Many types of students and all of them like to be communicated with differently. Admissions CRM gives institutions the ability to be flexible and adapt to the many different types.
  • This slide replaces the old funnel slide. High level overview of features. Many types of students and all of them like to be communicated with differently. Admissions CRM gives institutions the ability to be flexible and adapt to the many different types.
  • (AY)University of Minnesota - The Graduate School1)Saved over a million pieces of paper, 95% of it comes from being able to upload transcripts. This led to a paperless process. Office processes are now IN AY. Which allows them to process applications faster than the programs themselves (they have around 200 programs).2) Eliminated redundancy in departments via dynamic sections. One program in particular hated AY, but after switching to AY, and utilizing dynamic sections, the number of submitted applications for that department went up about 20%3) He mentioned that although the products are not cheap, Hobsons is the definition of a partnership
  • (AY)University of Minnesota - The Graduate School1)Saved over a million pieces of paper, 95% of it comes from being able to upload transcripts. This led to a paperless process. Office processes are now IN AY. Which allows them to process applications faster than the programs themselves (they have around 200 programs).2) Eliminated redundancy in departments via dynamic sections. One program in particular hated AY, but after switching to AY, and utilizing dynamic sections, the number of submitted applications for that department went up about 20%3) He mentioned that although the products are not cheap, Hobsons is the definition of a partnership
  • (AY)University of Minnesota - The Graduate School1)Saved over a million pieces of paper, 95% of it comes from being able to upload transcripts. This led to a paperless process. Office processes are now IN AY. Which allows them to process applications faster than the programs themselves (they have around 200 programs).2) Eliminated redundancy in departments via dynamic sections. One program in particular hated AY, but after switching to AY, and utilizing dynamic sections, the number of submitted applications for that department went up about 20%3) He mentioned that although the products are not cheap, Hobsons is the definition of a partnership
  • That wraps up our time today – thank you so much for joining me to learn a little more about Hobsons and how we can help you reach and engage students during the college search process. Our capabilities as an educational solutions provider do not stop here – so if you have questions or want to learn more about our international or software and technology solutions, I can get you in touch with the right teams. Any questions?
  • Hobsons Recruitment, Retention & Advising Solutions

    1. 1. 1
    2. 2. Hobsons Enrollment Technology Glenn Evans Phone: 513.766.7139 Glenn.Evans@hobsons.com lenn.Evans@hobsons.com Twitter: @Glenn_E_Evans LinkedIn: www.linkedin.com/in/glennevans/ Solutions Account Executive Connect with me:
    3. 3. 3 Technology Solutions Admissions CRM/ Online Applications Degree Planning/ Advising Management Retention CRM/ Early Alerts
    4. 4. 4 What is CRM? “Customer Relationship Management”, or “Communications and Relationship Management” …generally a model for managing an institution’s interactions with prospective and current students, alumni, parents, feeder schools and organizations, and any individuals associated with those organizations.
    5. 5. 5 Hobsons CRM …allows you to Manage contacts— get contacts into your system, have access to flexible data collection, 360 degree view of contact history, filters and queries. Build communication plans— build, automate and execute fixed, rolling and behavior-based communication plans with a variety of messages and calls to action in one place, so all departments have a pulse on what’s going out when and to whom. Coordinate campus communications— involve the entire campus in recruiting, but still provide a consistent message, framework and communications flow. Evaluate how and if your audience is receiving and interacting with your message and have good visibility into both outbound messages and inbound communications. Evaluate results and data— easily identify students who may be a good fit and are likely to enroll and graduate. Shape your class, minimize melt and evaluate campaign effectiveness and return on investment.
    6. 6. 6 CRM for Admissions chat/IMemail web portal digital print text msg online app/ review reporting letters dynamic FAQ events/travel management data management Student Success & Institutional Effectiveness Online App Review Data Management Events/Travel Management Reporting Email Web Portal Digital Print Text Messaging Chat/IM Dynamic FAQ Letters Telecounseling telecounseling
    7. 7. 7 CRM for Retention predictive modeling contact management campus collaboration reporting & analytics early alerts faculty engagement Student Success & Institutional Effectiveness Identify Collaboration Segment Automate Reporting & analytics Intervention scheduling Alerts Faculty engagement Intervention Events Predictive modeling Contact management intervention Scheduling campus events intervene identify automated communication segment at- risk groups
    8. 8. 8 Hobsons CRM For both prospective and current students: Contact database (filters, import, export, search, etc.) Automated Communication Plans (behavior based) Tracking students Integrated Inquiry Forms Unlimited E-mail Volume Letters, label generation and Mailings Text Messaging Personal Web Portals Mobile Access Dashboard Reporting
    9. 9. 9 Hobsons CRM In addition, for current students: Student Progress and Tracking Early Alert Faculty Feedback Surveys Survey Management Case Management of Early Alerts Integration with Advising Mgmt & Degree Planning
    10. 10. 10 Hobsons CRM Optional Modules & Services: Events, Interviews & Travel Management Telecenter Module Answer (FAQ Database) eBrochure Group Chat Instant Chat
    11. 11. 11 Advising Mgmt/Degree Planning Facilitate Communicate Forecast ManageCreate Student Success & Institutional Effectiveness Communicate Create Manage Forecast Schedule Facilitate Schedule
    12. 12. 12 Advising Mgmt/Degree Planning Includes: Ÿ Customized course planning Ÿ Integrated degree completion analysis Ÿ Degree Auditing Ÿ Auto generate, student specific education plans Ÿ Student records integration Ÿ What-if scenario exploration tools Ÿ Transfer articulation tables Ÿ Digitized course catalog Ÿ Exception tracking Ÿ Single sign on integration Ÿ Advisor communication logs Ÿ Advisor Notes Ÿ Student messaging Ÿ Advisor Dashboard Ÿ To-do items Ÿ Demand forecasting analytics Ÿ Room resource allocation analysis Ÿ Course catalog management tools Ÿ Course offering Scheduling Ÿ Appointment Scheduling Ÿ Calendar integration (Outlook, Google) Ÿ Advisor Note Management
    13. 13. 13 Cal Poly needed to provide students with self service as well as reach out to them in an interactive and personalized way… they implemented Hobsons Prospective Student CRM, Connect. Early-decision applications increased 33 percent Number of freshmen applications grew 96 percent in 10 years (2000–2010) Saved $250,000 annually in printing and postage “This is an exciting tool that I believe any organization interested in communicating its message can benefit from.” James Maraviglia, Associate Vice Provost for Marketing and Enrollment Development
    14. 14. 14 UIUC’s old student application system did not offer an easy way to export data or print applications, nor was it customizable. They chose to Hobsons online application system, ApplyYourself. After implementing ApplyYourself, cut admissions staff in half Reduced application processing time from 6–8 weeks to 1–2 weeks Processing time for domestic files takes five days; processing time for international files takes nine days All notices of admission are published online in a matter of minutes, eliminating printing, copying, and mailing of paper letters Ability to add online links in admissions letters to provide additional information; ability to e-mail targeted groups of students about upcoming events “We’ve gone from so many errors that made our relationships across campus not good to now we don’t have a single bad relationship with an academic program. Our applicants were having problems and now it’s just not a problem… We’re so spoiled now by AY because everything is so streamlined and efficient.” Beth Kibler, then Director of Graduate and Professional Admissions UIUC Graduate College
    15. 15. 15 CLU noticed a drop in its first-year retention rate, from 81 to 76 percent. The administration became concerned and felt it needed to refocus its attention on retention efforts.…. They chose Hobsons Current Student CRM Freshman retention rate rose from 76 to 81.5 percent in the first year Saves time with automatic communications to students Ability to contact students who haven’t re-registered yet and learn why Several hours a week saved by sending automatic messages; Filters can also be used instead of running Excel lists and creating mail merges or new e-mails A central filing system; no need to keep notes on students in other places; ability to use the CRM as a case management system Hobsons CRM “has helped me do my job by having the software package organize who we’ve got and keep track of the issues going… It helps me know what I need to pay attention to and see what trends are happening.,” Angela Naginey, Director of Retention
    16. 16. Questions? World Changing Knowledge Contact Glenn Evans to discuss your specific needs and how Hobsons can help: 513.766.7130 Glenn.Evans@hobsons.com

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