4. A large dynamic research university
Applications (Fall 2015)
HS Seniors: 71,770
Transfer: 17,022
Total: 88,792
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BACKGROUND
We as an admissions outreach team were assigned
as functional users of Radius 2 years after
implementation.
We had no prior knowledge of the setup and only
the basic understanding of the functions of the
CRM.
The expectation was that would be able to send
messages and schedule events immediately.
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Lack Of Knowledge
No clue how data was being updated in the
CRM, the partnership with IT was unclear..
No Clear Target
Very little understanding of targets,
campaigns, and communication plans.
Unorganized Data
Important data was not organized and contact
records had conflicting information.
Insecurity
Lack of trust in sending out messages.
THE PROBLEMS
Content
The messages themselves were plain and boring.
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NO CLEAR TARGETS
Very little understanding of targets,
campaigns and communication plans.
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12. 12
Seek Help
Scheduled a product advisor
to walk us through training.
Clean Up
Cleaned up contact records
and identified fields that
were required.
Understand Data
Understanding how data was
mapped and understanding
the fields that were defined.
A Team
Organized a team that
understood each function
enough to be an alpha user.
Hobsons
University
Attend Hobsons University.
WHAT DID WE DO FIRST?
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THE FIRST CYCLE
Approval process for targets
and workflow was created.
Approval Process
Events module was utlized and
implemented as part of event planning.
Events Module
Built trust with the IT staff.
Reduce Insecurity
Analysis of results using
CRM were used to guide
for fiuture planning..
Analyzing Results
Messages were updated
and templates were
created.
Updating Content
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NEXT STEPS FOR THE FUTURE
Continue in cleaning the database,
updating fields depending on vendor1
Clean & Update
Enhancing the visual appeal of
messages
Visual Appeal
Creating more customized messaging
Customization
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