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CRM for Higher Education Takes Off !!
Outline
1) Bird’s eye view of a HigherEd Journey
2) Common Challenges of HigherEd
3) Address Challenges with the right CRM...
A Typical Student Lifecycle in
Higher Education
Functions of Higher Education
Managing Student
Information
Engaging studen...
360 Degree view of Student Lifecycle through CRM
What is Constituent Relationship Management in Higher Education ?
Constit...
Let’s Discuss the challenges of Higher Education !!
Managing
Student’s
Recruitment
and Admissions
Attracting and
Retaining...
No clarity in
defining career
goals
Lacking Alumni
Engagement &
Support
Let’s Discuss the challenges of Higher Education !...
CHALLENGES
HANDLED BY
SALESFORCE CRM
Salesforce CRM Solution to handle the challenges..
Salesforce communities
allow alumn...
CHALLENGES
HANDLED BY
SALESFORCE CRM
Salesforce CRM Solution to handle the challenges..
Helps maintain lifelong
relationsh...
Use Cases – Higher Education
Student Online Registration
Optimising &
Easing the
process of Online
Registration
through
Salesforce CRM
General Inquiries
Manage General
Inquiries from
Website regarding
Courses and
Program for CE
(Continuing
Education)
Marketing of New Courses
Strategize the
Launch of new
CE courses using
Salesforce CRM
Get in Touch with us :
+16124545031
sales@zen4orce.com
www.zen4orce.com
If you haven’t decided using Salesforce, let’s thi...
CRM for Higher Education Takes Off !!
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CRM for Higher Education Takes Off !!

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The presentation Outlines How Salesforce CRM can be used in Higher Education to build strong and long lasting relationship with prospects .

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CRM for Higher Education Takes Off !!

  1. 1. CRM for Higher Education Takes Off !!
  2. 2. Outline 1) Bird’s eye view of a HigherEd Journey 2) Common Challenges of HigherEd 3) Address Challenges with the right CRM 4) Implementation Examples a. Online Registration b. General Enquiries from Prospective Students c. Launch of New Courses
  3. 3. A Typical Student Lifecycle in Higher Education Functions of Higher Education Managing Student Information Engaging students throughout their journey Student Career Development Managing Alumni and Corporate Offering Qualifications
  4. 4. 360 Degree view of Student Lifecycle through CRM What is Constituent Relationship Management in Higher Education ? Constituent Relationship Management (CRM) in Higher Education is an approach to managing College/Universities interaction with prospects,alumni,donor,Corporate etc.
  5. 5. Let’s Discuss the challenges of Higher Education !! Managing Student’s Recruitment and Admissions Attracting and Retaining Students Difficulty in handling Online Registration for New courses • Unable to properly manage student’s recruitment and admission programs. • Recruitment not an automated process • Engaging prospective students • Managing student’s data • Difficulty in developing social networking through legacy systems • Trouble Managing emails, social media campaigns • Unable to get 360 degree view of student data • Great inflow of student data from various geographical areas • Data Validation and Evaluation • Trouble engaging with Alumni for support • Engaging with donors spread across the geographical areas • Difficulty in maintaining follow- up with donors Generating new sources of revenue
  6. 6. No clarity in defining career goals Lacking Alumni Engagement & Support Let’s Discuss the challenges of Higher Education !! • Lack of Alumni Engagement with each other • Alumni Participation in University Events • No clear career plan • Undeveloped relationship between career staff & Employers • No clear Relationship between student job seekers and alumni Report Generation, a tedious task • Generating reports manually becomes a tiring process • Wastage of the productive time of the staff No single source of Information • Constituent information stored in spreadsheets at different locations • Unable to retrieve data when required • Difficult to attain a single view of constituents, donors
  7. 7. CHALLENGES HANDLED BY SALESFORCE CRM Salesforce CRM Solution to handle the challenges.. Salesforce communities allow alumni and donors to find and engage with each other • New and old students enrollment data managed and handled • Data Validation • Data Evaluation • Targeted campaigns as per student preferences • Provides solutions that use Student data to notify about students planning to leave the university • Helps gain 360 degree view of the constituents • Marketing Cloud with Salesforce CRM, enables creating user accounts and building email templates • Targeted Recruitment • Recruitment process automated Attracting and Retaining Students Recruitments & Admissions Online Registration Revenue Generation
  8. 8. CHALLENGES HANDLED BY SALESFORCE CRM Salesforce CRM Solution to handle the challenges.. Helps maintain lifelong relationships and thriving alumni participation Records career plan development and counsellor engagement Clear view of Report is generated via Salesforce CRM Helps attain unified view of every constituent interaction Alumni Engagement & Support Clarity in defining career goals Clear view of Reports Scattered Data of Constituents
  9. 9. Use Cases – Higher Education
  10. 10. Student Online Registration Optimising & Easing the process of Online Registration through Salesforce CRM
  11. 11. General Inquiries Manage General Inquiries from Website regarding Courses and Program for CE (Continuing Education)
  12. 12. Marketing of New Courses Strategize the Launch of new CE courses using Salesforce CRM
  13. 13. Get in Touch with us : +16124545031 sales@zen4orce.com www.zen4orce.com If you haven’t decided using Salesforce, let’s think about it !! http://www.salesforce.org/highered/hed-product-overview/ http://www.salesforce.org/power-salesforce-higher-education/ http://documents.mx/documents/online-enrollment-system.html http://www.salesforce.org/wp-content/uploads/2015/10/eBook-Getting-Started-with-CRM-Higher-Ed.pdf References

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