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Why Enterprise CRM?
Showcasing the Power of
CRM to Senior Leadership
Samantha Sengel, Chief Advancement & Community Engagement Officer
The Impetus for Doing Something Different
State support of Higher Education
“
AQIP Category 9:
Building Collaborative Relationships:
This category examines your institution’s relationships – current and
potential – to analyze how they contribute to the institution’s
accomplishing its mission. It examines your institution's processes
and systems related to identification of key internal and external
collaborative relationships; alignment of key collaborative
relationships; relationship creation, prioritization, building;
needs identification; internal relationships; measures; analysis of
results; and efforts to continuously improve these areas
CNM College Executives
Build it for the 100 Year Flood
Focus on
• Fiscal responsibility
• Getting it right the first time
• Ensuring we have thought of everything before
moving forward
Concerns
• Budget constraints
• Prioritizing CRM over other college initiatives
The Big Thinker
Focus on
• Being the college of 2029 today
• Meeting the current and future needs of our
students and community now
• Being quick, agile & responsive
Concerns
• Time to launch too far out
• Meeting the needs of community and students
may take too long
The Traditionalist
Focus on
• Proven, tested methods and practices
• The theory behind the work
• A clear plan, methodical process and milestones
Concerns
• Doesn’t apply to all areas of the college
The Caretaker
Focus on
• The feelings and comfort of the team
• Making students feel cared for
• Individual, personalized help for the students
Concerns
• Loss of personal interaction with students
• Staff may feel afraid for their jobs
The Champion
Focus on
• Helping others see the possibilities
• Remaining vigilant to the opportunity
• Shepherding all of the others' viewpoints
Concerns
• Maintaining buy-in
• Influence to drive change
Salesforce for Higher Ed
Adoption of HEDA "Higher Education Data Architecture
Building The Connected Campus
“
So, can little things make
a true business difference?
I would argue not that they're the only thing that
make a difference,
but perhaps the most controllable "only thing"
that makes a difference.
- Micah Solomon, Inc.
Why Enterprise CRM for Senior Leadership

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Why Enterprise CRM for Senior Leadership

  • 1. Why Enterprise CRM? Showcasing the Power of CRM to Senior Leadership Samantha Sengel, Chief Advancement & Community Engagement Officer
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  • 3. The Impetus for Doing Something Different State support of Higher Education
  • 4. “ AQIP Category 9: Building Collaborative Relationships: This category examines your institution’s relationships – current and potential – to analyze how they contribute to the institution’s accomplishing its mission. It examines your institution's processes and systems related to identification of key internal and external collaborative relationships; alignment of key collaborative relationships; relationship creation, prioritization, building; needs identification; internal relationships; measures; analysis of results; and efforts to continuously improve these areas
  • 6. Build it for the 100 Year Flood Focus on • Fiscal responsibility • Getting it right the first time • Ensuring we have thought of everything before moving forward Concerns • Budget constraints • Prioritizing CRM over other college initiatives
  • 7. The Big Thinker Focus on • Being the college of 2029 today • Meeting the current and future needs of our students and community now • Being quick, agile & responsive Concerns • Time to launch too far out • Meeting the needs of community and students may take too long
  • 8. The Traditionalist Focus on • Proven, tested methods and practices • The theory behind the work • A clear plan, methodical process and milestones Concerns • Doesn’t apply to all areas of the college
  • 9. The Caretaker Focus on • The feelings and comfort of the team • Making students feel cared for • Individual, personalized help for the students Concerns • Loss of personal interaction with students • Staff may feel afraid for their jobs
  • 10. The Champion Focus on • Helping others see the possibilities • Remaining vigilant to the opportunity • Shepherding all of the others' viewpoints Concerns • Maintaining buy-in • Influence to drive change
  • 11. Salesforce for Higher Ed Adoption of HEDA "Higher Education Data Architecture
  • 13. “ So, can little things make a true business difference? I would argue not that they're the only thing that make a difference, but perhaps the most controllable "only thing" that makes a difference. - Micah Solomon, Inc.