Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

NACAC 2015 - Reviewing Best Practices in Selecting, Implementing and Utilizing CRM Software

595 views

Published on

NACAC 2015

Published in: Education
  • Be the first to comment

  • Be the first to like this

NACAC 2015 - Reviewing Best Practices in Selecting, Implementing and Utilizing CRM Software

  1. 1. Session D4: Reviewing the Best Practices in Selecting, Implementing, and Utilizing CRM Software Friday, October 3, 1:30 pm
  2. 2. What to Expect When You’re Expecting a CRM
  3. 3. What to Expect When You’re Expecting a CRM Teege Mettille Executive Director of Admissions, Northland College Lisa Przekop Director of Admissions, University of California, Santa Barbara Andrea Moore CRM Administrator, Saint Mary’s University of Minnesota Nathan Ament former Assistant Vice President for Admissions, Saint Mary’s University of Minnesota (now at TargetX)
  4. 4. What to Expect When You’re Expecting a CRM Topics to address • Assessing your needs – do I really need a CRM? • Shopping around – with so many choices, how do I narrow the field? • Selecting and Negotiating – which one is right, and at what cost? • Implementing – how rough is this going to be? • Post Implementation – how do we actually use this thing?
  5. 5. What to Expect When You’re Expecting a CRM Assessing your needs • Be open to the answer being no. Or yes. • Evaluate your existing staff first.
  6. 6. What to Expect When You’re Expecting a CRM Shopping around • There’s more than you know
  7. 7. What to Expect When You’re Expecting a CRM Selecting and Negotiating • Look for fit
  8. 8. What to Expect When You’re Expecting a CRM Implementing • Create an internal readiness plan to assist with implementation • Have a toolkit to assist with implementation • Gain insights on practices to adopt and those to avoid when launching your CRM
  9. 9. What to Expect When You’re Expecting a CRM After Implementation • When it’s up and running, you’ re still not done • The CRM won’t fix everything • New processes and procedures

×