This document summarizes a presentation about using customer relationship management (CRM) systems to improve student recruiting. It outlines 10 considerations for choosing a CRM, such as determining business needs, level of IT support, and desired functionality. The presentation emphasizes using CRM to simplify processes, manage disparate data sources, build relationships through personalized outreach, and automate workflows. Overall, it argues that CRM can help recruiters work smarter by centralizing information and communications to track metrics and improve recruiting efforts over time.

1. The CRM Revolution in
Student Recruiting
NSCEC 2010 Orlando
Adrienne Bartlett, Vice President, Client Experience

2. Access this presentation:
slideshare.net/targetx

3. Expectations
Intro
CRM/SRM
10 Considerations

4. Technology | Consulting

5. More options
More choices
More money
More info
More clutter
More speed
More STRESS

6. Customer
Relationship
Management

7. Student
Relationship
Management

9. Leader in CRM
meets the
Leader in Student Recruitment

10. Integrated.
Flexible.
Expandable.
Reportable.
Mobile.

11. What can CRM
do for you?

12. Track
Manage
Integrate
Automate
(Enroll)

13. Simplify.

14. 10 Considerations
for choosing a CRM

15. 1
Get what you need

16. Online Application
Event Management
Contact Management
Marketing Campaigns
Centralized, Shared Reports

17. 2
Is it time?

18. Business need?
Resources available?
Who will use it?
Budget/Pricing Model?

19. 3
Feelin’ IT?

20. What is your current
level of IT support?
Are they “on board?”

21. Will you be successful
without it?

22. Level of IT
involvement/support
can be critical to your
success.

23. 4
What model?

25. The future is in the
cloud...

26. “Cloud Computing”

28. Power of Data
On-Demand

31. Cloud Computing is
the future.
It’s already here.
Are you?

32. 5
Return On Image?

33. Each touchpoint sends a
message about you.
What are you saying?

34. Email

35. Email remains one of the
best ways to communicate
with prospects
(and parents)

36. "Email began as a one-to-one
medium."
"But marketers quickly recognized
its value as a one-to-many model
and began treating email messages
as if they were electronic catalogs
and sales circulars."

37. “Email is once again
all about the
conversation”

38. 1:1

39. Stop talking at me
like you don’t know
who I am!

40. “If you haven’t already”
“applied”
“registered”
“visited”

41. CRM is helping to make
messages much more
targeted, relevant and
personalized.

42. “These days, the most
effective approach is a
one-to-some model”

43. More messages
Smaller groups

44. 6
Dealing with Data

45. Managing disparate
and multiple data
sources?

46. Integration:
Goal?
Necessity?
Aspiration?

47. A quick story...

48. Email
Reports ERP
DATA
Mailings Apps

49. Spend less time
moving data
(and get back to
recruiting students)

50. 7
Want a revolution?

51. Automate

52. Workflows
“When x happens,
trigger y”

53. Workflows

54. Phone calls
Emails
Task assignments
Letter generation
..and more

55. Permissions
Users get varying
levels of access based
on roles you define

56. Permissions

57. 8
“If it moves, track it”

58. “That which gets
measured gets
improved.”

59. Key Metrics:
Identify
Track
Adjust
Share?

61. Email Campaigns

62. Dashboards

63. Track “how” a
student was recruited
vs.
Whether (or not)
they enrolled

64. 9
Crawl. Walk. Run.

65. Consider a
“crawl, walk, run”
CRM strategy

66. Scalability?
“Phased rollout?”

67. Can’t change
everything at once.

68. 10
Putting it all together

69. Make it human.

71. 1. Markets are conversations.
2. Markets consist of human
beings, not demographic sectors.
3. Conversations among human
beings sound human.

72. “Marketing may be
collective, but
buying is personal”

73. Don’t work
harder.
Work smarter.

74. Let’s recap...

75. Why CRM?

76. Simplify.
Manage.
Build Relationships.
Recruit.

77. Why not?

78. www.targetx.com/ithink

79. www.targetx.com/webcasts

80. www.targetx.com/shelfari

81. Access this presentation:
slideshare.net/targetx

82. Thank You!
bartlett@targetx.com