CRM is not software. It is your business strategy, your business model, your student experience at your school brand. What's required therefore is a planned approach to transform your business model so that CRM tools such as Salesforce can better support your go-to market business goals.

1. Higher Education CRM

2. Agenda
SUJET DURATION (Minutes)
Salesforce Introduction 30
Presentation
• Typical Higher Education Situation
• Proven Return
• Market Research
• Typical Challenges
• Success Factors
• How To
• ROI
• About Us
30
Demo
• Your Department & Salesforce
1:30
Questions and Answers

3. CRM Focus = Your Students

4. Improve Your Brand – « Connecting »

5. Focus Your Organization As One
Today? Tomorrow!

6. Proven Value
Client References

7. Clients

8. Evidence-Based Foundation
Market Research

9. Student Preferences per:
Demographics
Participation Rates
Urbanization
Immigration / International
Global Competition
Global Market
Education Value
Family Revenue/Education/Grades

10. Statistical Student Preferencs per Feds

11. Solutions to Capacity Challenge?
NSSE suggest two factors to consider:
Better student-faculty interaction
Better Collaboration and Active
Apprenticeship

12. Build Better Student Experience or Else

13. Lessons Learnt

18. Success Factors

19. Are Students Your Clients?
CRM ≠ is NOT Software

22. Drill-Down
Color Console
Dashboards

23. Brief « How to » Implement

24. Focus → Connect → Actions Unis
Mobiliser vos recruteurs
Travailler ensemble comme une
équipe et dept.
Suivre le progrès de la vie des
élèves
Créer un profil 360 ° pour un
prospect étudiant idéale
Apprenez ce qui compte le plus
pour eux
Identifier les élèves à risque
Alignez personnel pour aider les
étudiants
Système central unique et
interface utilisateur simple
Restez en contact avec des
anciens
S'engager dans des conversations
sociales significatives
Traitement de dons
Suivi annuel des dons / appel
Gestion des événements

25. Initial Implementation Stages
Review
Ensure
Transformation
Fluidity
• Confirm User
Adoption
Reinforce
Connection
between
people, process
and
organization
Deliver
Roles & Profiles
Configuration
Personnalisation
Integration
Proof of
Concept
• ’
PoC
BPD
Business
bluePrint
Documentation
BPR
Business
Process
Review

26. One Step-A-Time is Best

27. Ideal Methods to Achieve Adoption

28. ROI

29. La Question ROI

30. Diabsolut

31. Increase Succes %

32. Value = CRM focus on your Business Outcomes
• Measurable Results
• Defined Actions
• Diagnostic Reports
• Supported Business Model
• Operational Follow up

33. Focus on Your Students

34. Fournisseur responsable