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Customer Relations Management in an Enrollment
                                      Universe



                          Joe Szejk, VP for Enrollment &
                          Marketing
                          College of Saint Mary
Who are We?
College of Saint Mary is a private, Catholic, all-women’s university in
Omaha, NE.
    Very Mission-Oriented and Student-Centered
      o Niche Programs and Scholarships

      o Extremely nimble and flexible to serve needs of students

    Top of Mind Awareness Challenges
      o ASQ Competitors very different “pulls”

    Positive Changes (2000 vs. 2010)
      o Financial Strength

      o Student Demographics

      o Academic Profile
CSM Enrollment Model
              Snapshot
                          Fall 2008
 Enrollment Services Model
   o “Recruiters”
   o Telephonic Focus
   o Extremely limited travel
   o < $1000 on events per year
   o SPGP. . . .say what?
   o Messaging largely the same regardless of audience
   o Quantity of contacts, not quality
“We Don’t Know You.”
 Anecdotal evidence + micro-level reports = trend(?)
 Previous Marketing Campaign
   o Intentionally “General” Images & Messaging
 July 2009
   o Market Analysis conducted by independent research company
      o 400 qualified adults in region

      o Top-of-mind awareness, perceptions of CSM, quality of academic
        programs, cost, etc.
 Conclusions
   o Perceptions were largely positive (45%) or neutral (52%)
   o Outside of “Catholic,” “All-Women’s,” and “Nursing” little else was
      known.
Action Plan
 Leverage Best Assets
  o Community members

  o Campus Engagement on numerous fronts

 Segmented Messaging
  o Student Populations

  o Influencers

 Thought Leadership & PR Efforts
  o “Splash” stories, faculty reports, keynote speakers, industry
    events, free webinars, Blogs, community organizations, etc.
 New Marketing Campaign & Communications Plan
  o Refreshed Brand

  o Tv, radio, billboard campaign

  o Viewbook and Microsite (launch Aug. 2010)
Goals of Relationship Management
    {to}identify and establish, maintain and enhance relationships with
   customers and other stakeholders, so that the objectives of all parties
involved are met; and this is done by mutual exchange and fulfillment
  of promises over an extended period of time. The key point about
    relationship marketing is the recognition that customers who make
 repeat purchases have a high lifetime value. Building close relationships
 with key customers should be mutually rewarding for both the customer
                              and the company.




     At our heart, small colleges should all be champions of relationship management!
Transactions vs. Relationships
Transactional Marketing                  Relationship Management
Single sale focus                        Customer retention focus
Focus on product features                Focus on customer value
Short-term promotions                    Long-term relationships
High price sensitivity                   Price sensitivity addressed through
                                         established trust
Discontinuous customer contact over      Continuous customer contact on a long
short term                               term
Commitment to “sale”                     Commitment to “promise”
Quality is an operations issue           Quality is paramount to all employees

        The ultimate goal is to convert everyone to a CSM “Advocate!”
Enough Theory. . . . Get to the good stuff!
New Initiatives
      Outreach: Hitting targeted
       stakeholders through a variety of
       means that intend to share our
       expertise or resources to their benefit.
       Aimed at committing to the needs of
       the community, this is huge in                              New
       establishing trust factors.                              Initiatives
     Events: Engaging students and/or
       influencers in a more visceral,
       affecting way. These can be on-
       campus and off-campus but always
       with a clear and deliberate goal and
       message in mind.                           Influencers
     Thought Leadership: Actively
       positioning CSM as an organization
       of authority, a resource, and a trusted
       advisor on issues such as: women’s
       leadership, service learning, diversity                         Enrollment Goals
       of perspectives, creative thinking,
       peer mentoring, etc.
Influencers
     Concerted effort to affect those who
      influence college choice
     View them as customers with an
      extremely long “lifetime value.”
Put to Practice
                  First Stakeholder Groups:
                      Secondary School
                       Educators
                      the Archdiocese
                      Community College
                       Educators
                      Business Community
                  Each plan includes:
                      Overview
                       o Why is this group
                         important?
                      Themes
                       o Key Messages
                      Specific Initiative
                      Department Responsible
                      Timeline & Outcomes
                  Other items to include can be
                  cost, timeline to implement,
                  priority, etc.
Example Subgroup
Target      Initiative     Divisions     Messaging     Desired           Priority   Cost
Group                      Involved                    Outcome
Community   Articulation   Academic      •Transfer-    35 CC             1 (high)   $1250
College     Luncheon       Affairs &     Friendly      attendees; at                (lunch
                           Enrollment    •Affordable   least 10                     and
                                         •Academic     program                      “thank
                                         Excellence    directors; 10                you” gifts)
                                                       new CC
                                                       contacts
Community   Guest          Academic      •Academic     Five faculty      2 (mid)    NA
College     Lecturer       Affairs       Excellence    per year
            Days                                       lecture on
                                                       special topic
Community   Articulation   Academic      •Transfer-    Travel to the     3 (low)    NA
College     Days           Affairs,      Friendly      colleges
                           Enrollment,   •Affordable   regarding
                           Financial     •Academic     transition to
                           Aid           Excellence    CSM
Community   Partnerships   Varies        Varies        Leveraging        2 (mid)    Varies
College                                                resources
                                                       cross-
                                                       institutionally
Commercials
O
L
D

S
C
H
O
O
L

        From slide six: intentionally “general” images & messaging
Versus. . . .
N
E
W

S
C
H
O
O
L

                Relationships extend to all media!
Redemption or Ragnorak?
Three “New” Events for CSM and some outcomes. . . .
Event              Attendees       Acceptances     Matriculants
Health                 17               13               10
Occupations Day
Science Day            18               10               5
Athletic Open          23               23               9
House
We’ve also seen growth in key areas along with recruiting stronger
students academically.

Indicator             2008             2009             2010
Avg. GPA              3.37              3.41            3.49
Avg. ACT              20.7              21               21.5
Nuggets
 If this is a wholly new approach for the institution, it may take years to reap the
  rewards. Patience!
 Over time, your recruitment efforts should come easier and yield higher quality
  students at a lower discount rate as your target community knows, and values,
  your institution.
 The best approach to establishing a strong relationship with any group is
  through a multi-layered channels. Ideally, you will pool resources from various
  departments to work with the stakeholder community as a whole, not just one.
 The campus community may appreciate the new initiatives but not fully
  understand the depth of what’s required:
    o   Train on how to message, esp. Features/Benefits/Outcomes.
    o   Cross-departmental communication will be at a premium, particularly on
        event management & planning.
    o   Events should be as interactive and hands-on as possible.
    o   New evening and weekend hours or travel may be cause for concern among
        other departments.
    o   Hone budgetary requirements, outcomes and messaging well in advance.

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Developing a Relationship Management Model

  • 1. Customer Relations Management in an Enrollment Universe Joe Szejk, VP for Enrollment & Marketing College of Saint Mary
  • 2. Who are We? College of Saint Mary is a private, Catholic, all-women’s university in Omaha, NE.  Very Mission-Oriented and Student-Centered o Niche Programs and Scholarships o Extremely nimble and flexible to serve needs of students  Top of Mind Awareness Challenges o ASQ Competitors very different “pulls”  Positive Changes (2000 vs. 2010) o Financial Strength o Student Demographics o Academic Profile
  • 3. CSM Enrollment Model Snapshot Fall 2008  Enrollment Services Model o “Recruiters” o Telephonic Focus o Extremely limited travel o < $1000 on events per year o SPGP. . . .say what? o Messaging largely the same regardless of audience o Quantity of contacts, not quality
  • 4. “We Don’t Know You.”  Anecdotal evidence + micro-level reports = trend(?)  Previous Marketing Campaign o Intentionally “General” Images & Messaging  July 2009 o Market Analysis conducted by independent research company o 400 qualified adults in region o Top-of-mind awareness, perceptions of CSM, quality of academic programs, cost, etc.  Conclusions o Perceptions were largely positive (45%) or neutral (52%) o Outside of “Catholic,” “All-Women’s,” and “Nursing” little else was known.
  • 5. Action Plan  Leverage Best Assets o Community members o Campus Engagement on numerous fronts  Segmented Messaging o Student Populations o Influencers  Thought Leadership & PR Efforts o “Splash” stories, faculty reports, keynote speakers, industry events, free webinars, Blogs, community organizations, etc.  New Marketing Campaign & Communications Plan o Refreshed Brand o Tv, radio, billboard campaign o Viewbook and Microsite (launch Aug. 2010)
  • 6. Goals of Relationship Management {to}identify and establish, maintain and enhance relationships with customers and other stakeholders, so that the objectives of all parties involved are met; and this is done by mutual exchange and fulfillment of promises over an extended period of time. The key point about relationship marketing is the recognition that customers who make repeat purchases have a high lifetime value. Building close relationships with key customers should be mutually rewarding for both the customer and the company. At our heart, small colleges should all be champions of relationship management!
  • 7. Transactions vs. Relationships Transactional Marketing Relationship Management Single sale focus Customer retention focus Focus on product features Focus on customer value Short-term promotions Long-term relationships High price sensitivity Price sensitivity addressed through established trust Discontinuous customer contact over Continuous customer contact on a long short term term Commitment to “sale” Commitment to “promise” Quality is an operations issue Quality is paramount to all employees The ultimate goal is to convert everyone to a CSM “Advocate!”
  • 8. Enough Theory. . . . Get to the good stuff! New Initiatives  Outreach: Hitting targeted stakeholders through a variety of means that intend to share our expertise or resources to their benefit. Aimed at committing to the needs of the community, this is huge in New establishing trust factors. Initiatives  Events: Engaging students and/or influencers in a more visceral, affecting way. These can be on- campus and off-campus but always with a clear and deliberate goal and message in mind. Influencers  Thought Leadership: Actively positioning CSM as an organization of authority, a resource, and a trusted advisor on issues such as: women’s leadership, service learning, diversity Enrollment Goals of perspectives, creative thinking, peer mentoring, etc. Influencers  Concerted effort to affect those who influence college choice  View them as customers with an extremely long “lifetime value.”
  • 9. Put to Practice First Stakeholder Groups:  Secondary School Educators  the Archdiocese  Community College Educators  Business Community Each plan includes:  Overview o Why is this group important?  Themes o Key Messages  Specific Initiative  Department Responsible  Timeline & Outcomes Other items to include can be cost, timeline to implement, priority, etc.
  • 10. Example Subgroup Target Initiative Divisions Messaging Desired Priority Cost Group Involved Outcome Community Articulation Academic •Transfer- 35 CC 1 (high) $1250 College Luncheon Affairs & Friendly attendees; at (lunch Enrollment •Affordable least 10 and •Academic program “thank Excellence directors; 10 you” gifts) new CC contacts Community Guest Academic •Academic Five faculty 2 (mid) NA College Lecturer Affairs Excellence per year Days lecture on special topic Community Articulation Academic •Transfer- Travel to the 3 (low) NA College Days Affairs, Friendly colleges Enrollment, •Affordable regarding Financial •Academic transition to Aid Excellence CSM Community Partnerships Varies Varies Leveraging 2 (mid) Varies College resources cross- institutionally
  • 11. Commercials O L D S C H O O L From slide six: intentionally “general” images & messaging
  • 12. Versus. . . . N E W S C H O O L Relationships extend to all media!
  • 13. Redemption or Ragnorak? Three “New” Events for CSM and some outcomes. . . . Event Attendees Acceptances Matriculants Health 17 13 10 Occupations Day Science Day 18 10 5 Athletic Open 23 23 9 House We’ve also seen growth in key areas along with recruiting stronger students academically. Indicator 2008 2009 2010 Avg. GPA 3.37 3.41 3.49 Avg. ACT 20.7 21 21.5
  • 14. Nuggets  If this is a wholly new approach for the institution, it may take years to reap the rewards. Patience!  Over time, your recruitment efforts should come easier and yield higher quality students at a lower discount rate as your target community knows, and values, your institution.  The best approach to establishing a strong relationship with any group is through a multi-layered channels. Ideally, you will pool resources from various departments to work with the stakeholder community as a whole, not just one.  The campus community may appreciate the new initiatives but not fully understand the depth of what’s required: o Train on how to message, esp. Features/Benefits/Outcomes. o Cross-departmental communication will be at a premium, particularly on event management & planning. o Events should be as interactive and hands-on as possible. o New evening and weekend hours or travel may be cause for concern among other departments. o Hone budgetary requirements, outcomes and messaging well in advance.