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CRM & Student ManagerAn ACEware Presentation
Chuck Havlicek Lauri Thompson
The Plan for Today
• Demystifying CRM•Commercial CRM Options•The rationale for Using your Registration System (to “do” CRM)•How Student Manager does CRM•Q&A
Demystifying CRM
Magic?Math?
Demystifying CRM
Method!Magic
?
Math?
CRM=
Can we Rip off their Money?
Customer Relationship Management
CRM-a Definition..
.. brings together information from all data sources within an organization to give one, holistic view of each
customer in real time
… one more time… with feeling..
CRM
.. brings together information from all data sources within an organization to give one, holistic view of
each prospect/student in real time
.. And that’s important why???
It allows your people (sales, registration, student services) to make quick (and informed) decisions when dealing with an individual person (whether a prospect, or a customer/student.)
CRM – What’s out there?
http://www.crmsoftwarereview.org
Specialized CRM systems/approaches
Plus dozens more……
CRM – What’s out there?
http://www.crmsoftwarereview.org
ERP Systems with CRM Components
The BIG kids….
CRM – What’s out there?
http://www.crmsoftwarereview.org
Speaking of Big Kids….
?Registration Software + CRM ?
!Registration Software = CRM
The Classic CRM model
The Classic CRM model is
EXACTLY
what your registration package does!
Your Registration Software (Student Manager included) was NOT designed as a dedicated CRM package
But because it IS designed to help you capture/view/reference/Report prospect/customer details…..
CRM
It DOES offer you the 360-real time view of your prospect/customer which is….
Student Manager
CRM Widgets/tools
Student Manager does CRM…
• Contact Information• History• Interests• Call backs/Followup• Reporting
It’s all about the prospect/student
And their Company/Organization..
Lions & Tigers & Bears &
Notes!
Three unlimited length memo fields allow you to record a plethora of comments and notes
On the FIRM/ORGANIZATION as well as the person record
Interest Codes –
Tracking & Planning
Interest CodesRecorded from two sources:
Manually enter Interest Codes
Course Subject Codes enter under
Interest Codes
Reports / Accounting / Deadbeat(Additional Reports)Code Analyzer X Cosubcode
This report provides demographic information by Interest Code
ReportingMeasuring your
efforts
Top Dog Reports highlight your best customers
Special Tools
Name Finder
Printing the list is easy!
Add extra fields & conditions
Mass Email Tool
Quick, Emergency, and Reminder Email
Why focus on adding/utilizing CRM features of Student Manager.
V.S.
Buying/learning/double enteringdata into a specialized CRM tool?
• The history is already there• Day to day activity is IN there• Only one system • Get more “Bang for the Buck” for your $$ and Effort
This is Why! ! !
The Key to CRM Success…
The Story of the 3 W’s
The WillThe Way …and the Wanda…
See you in
2013!
