Decision Matrix: Selecting a CRM vendor in
higher education



RightNow Technologies: CRM in Higher Education Radars

               Founded in 1997 with its headquarters in Bozeman, Montana, RightNow Technologies is a publicly traded CRM solutions
               provider. Even though RightNow Technologies only recently launched a higher education version of its CRM solution,
               RightNow Higher Education, it has made significant inroads into the higher education market and developed a reputation
               for providing quality products and excellent service to institutions. Low scores in terms of market impact should not distract
               readers from RightNow Technologies’ enviable user sentiment scores amongst institutions end users. In fact, RightNow
               Technologies had the highest score amongst all of the profiled vendors in four of the eight user sentiment categories,
               including product quality, customer support, service capabilities and client engagement. One might suspect that offering,
               as part of its standard subscription, regular “tune-ups” to ensure that institutions are realizing the full value of their
               RightNow Technologies solution may be contributing to these high scores.                                                                  Given higher education’s proclivity for
               purchasing technology based on the recommendations of peer institutions, RightNow Technologies’ strong reputation
               amongst institutional end users will likely fuel greater market impact in the future.




               Figure 10:              The RightNow Technologies CRM in Higher Education Radars




                                                  User Sentiment Radar                                                                                Market Impact Radar
                                                      Product quality
                                                          10
                                                                                                                                                          Company size
                                                                                                                                                             10
                                                           8
                           Client engagement                                 Customer support
                                                                                                                            CRM installed base                8             Higher education revenue
                                                           6
                                                                                                                                                              6
                                                           4
                                                                                                                                                              4
                                                           2
                                                                                                                                                              2
                                                           0                                               Solution addressable installed
                      Financial stability                                          Service capabilities                                                       0                  Revenue growth
                                                                                                                                    base




                                                                                                                                     Recognition
                                                                                                                                                                            New Customers
                                 Service levels                              Vertical specialization

                                                                                                                                                        Geographic reach
                                                      Portfolio depth                                 Technology Radar

                                                                                                 Interoperability & integration
                                                                                                              10

                                                                                   Configurability             8               Offering maturity

                                                                                                               6

                                                                                                               4
                                                          Workflows & management tools                                                 Offering breadth & depth
                                                                                                               2

                                                                                                               0


                                                                        End-user interface                                             Strategy & execution



                                                                Analytics & reporting functionality                            Offering scalability

                                                                                                 Multi-channel capabilities


                                                                        RightNow Technologies         Average across vendors      Maximum category score




               Source: Datamonitor                                                                                                                                                 DATAMONITOR




Decision Matrix: Selecting a CRM vendor in the higher education market                                                                                             DMTC2109 / Published 06/2007

© Datamonitor. This brief is a licensed product and is not to be photocopied                                                                                                                           Page 25
Decision Matrix: Selecting a CRM vendor in
higher education


               While a greater proportion of institutions are using the solution to support student services than recruitment and
               advancement, RightNow supports the entire student lifecycle with considerable multi-channel and analytics capabilities.
               Channels include web self-service, email, web forms, mail, telephony, in-person interactions, live chat, surveys and an
               interactive knowledgebase. Using “drag and drop” functionality to create reports, the analytics tool offers even the most
               novice end users the ability to segment or drill down into student data easily. This functionality extends, in some ways, to
               RightNow’s automated workflow technology that enables institutions to assign specific objectives to campaigns and then
               track performance against them.


               A particularly compelling feature of RightNow Technologies’ CRM solution is the ability to embed other applications, such
               as the SIS or document management system, within it using a “custom tab.” As a result, end users have a more unified
               desktop experience and reduce the need to toggle back and forth between applications. It is important to note that with the
               release of version 8, RightNow Technologies has addressed many of the shortcomings in its user interface, making the
               solution more intuitive for the non-technical end user.


               Recommendation: Shortlist

               The combination of being exceptionally well regarded in the higher education market and having a robust solution makes
               RightNow Technologies a vendor that institutions should put on their shortlist when considering the purchase of a CRM
               application.      As RightNow Technologies’ hosted option offers institutions the benefits of attractive pricing and rapid
               deployment without undermining the ability to have a fully branded end-user experience that varies by school, program or
               even department, institutions seeking to implement CRM in the most basic to even the most sophisticated ways will find
               RightNow Technologies to be an attractive vendor.




Decision Matrix: Selecting a CRM vendor in the higher education market                                    DMTC2109 / Published 06/2007

© Datamonitor. This brief is a licensed product and is not to be photocopied                                                      Page 26

Decision Matrix: Selecting a CRM Vendor in Higher Education

  • 1.
    Decision Matrix: Selectinga CRM vendor in higher education RightNow Technologies: CRM in Higher Education Radars Founded in 1997 with its headquarters in Bozeman, Montana, RightNow Technologies is a publicly traded CRM solutions provider. Even though RightNow Technologies only recently launched a higher education version of its CRM solution, RightNow Higher Education, it has made significant inroads into the higher education market and developed a reputation for providing quality products and excellent service to institutions. Low scores in terms of market impact should not distract readers from RightNow Technologies’ enviable user sentiment scores amongst institutions end users. In fact, RightNow Technologies had the highest score amongst all of the profiled vendors in four of the eight user sentiment categories, including product quality, customer support, service capabilities and client engagement. One might suspect that offering, as part of its standard subscription, regular “tune-ups” to ensure that institutions are realizing the full value of their RightNow Technologies solution may be contributing to these high scores. Given higher education’s proclivity for purchasing technology based on the recommendations of peer institutions, RightNow Technologies’ strong reputation amongst institutional end users will likely fuel greater market impact in the future. Figure 10: The RightNow Technologies CRM in Higher Education Radars User Sentiment Radar Market Impact Radar Product quality 10 Company size 10 8 Client engagement Customer support CRM installed base 8 Higher education revenue 6 6 4 4 2 2 0 Solution addressable installed Financial stability Service capabilities 0 Revenue growth base Recognition New Customers Service levels Vertical specialization Geographic reach Portfolio depth Technology Radar Interoperability & integration 10 Configurability 8 Offering maturity 6 4 Workflows & management tools Offering breadth & depth 2 0 End-user interface Strategy & execution Analytics & reporting functionality Offering scalability Multi-channel capabilities RightNow Technologies Average across vendors Maximum category score Source: Datamonitor DATAMONITOR Decision Matrix: Selecting a CRM vendor in the higher education market DMTC2109 / Published 06/2007 © Datamonitor. This brief is a licensed product and is not to be photocopied Page 25
  • 2.
    Decision Matrix: Selectinga CRM vendor in higher education While a greater proportion of institutions are using the solution to support student services than recruitment and advancement, RightNow supports the entire student lifecycle with considerable multi-channel and analytics capabilities. Channels include web self-service, email, web forms, mail, telephony, in-person interactions, live chat, surveys and an interactive knowledgebase. Using “drag and drop” functionality to create reports, the analytics tool offers even the most novice end users the ability to segment or drill down into student data easily. This functionality extends, in some ways, to RightNow’s automated workflow technology that enables institutions to assign specific objectives to campaigns and then track performance against them. A particularly compelling feature of RightNow Technologies’ CRM solution is the ability to embed other applications, such as the SIS or document management system, within it using a “custom tab.” As a result, end users have a more unified desktop experience and reduce the need to toggle back and forth between applications. It is important to note that with the release of version 8, RightNow Technologies has addressed many of the shortcomings in its user interface, making the solution more intuitive for the non-technical end user. Recommendation: Shortlist The combination of being exceptionally well regarded in the higher education market and having a robust solution makes RightNow Technologies a vendor that institutions should put on their shortlist when considering the purchase of a CRM application. As RightNow Technologies’ hosted option offers institutions the benefits of attractive pricing and rapid deployment without undermining the ability to have a fully branded end-user experience that varies by school, program or even department, institutions seeking to implement CRM in the most basic to even the most sophisticated ways will find RightNow Technologies to be an attractive vendor. Decision Matrix: Selecting a CRM vendor in the higher education market DMTC2109 / Published 06/2007 © Datamonitor. This brief is a licensed product and is not to be photocopied Page 26