Crimson Consultants presented on Microsoft Dynamics CRM. John Drew has over 15 years experience in business development and CRM implementations in higher education. Dynamics CRM can be used for activities like enquiry management, employer engagement, event management, and alumni relationships. Implementations often fail without senior leadership support, defined goals, business process changes, and data quality improvements. Crimson offers solutions for various higher education functions and can help with user adoption and management reporting.
1. Gary Williams, John Drew and Lee Parton
Crimson Consultants
Presentation
Microsoft Dynamics CRM Presentation
John Drew
2. Crimson - John Drew
John Drew - Partner at Crimson Consultants
• Business Development Director
MicroCompass/Distinction/Unit4 Agresso From 1992 to 2006
• Business Development Director
Tribal Group PLC 2006 to 2009
• Partner
Crimson Consultants 2009 to date
Current Engagements Include FE, HE, AOC & ACER
Over 150 implementations of Microsoft Dynamics CRM majority of these
UK Post 16 institutions.
3. What is CRM?
• What is CRM?
• Is it a product?
• Is it a technology?
• Is it a failure?
• Is it for me?
• What does it do?
• I have heard ABC College spend months trying to
get it to work!!
9. Why Dynamics CRM?
• Technical delivery
• Security
• Deployment
• IPad/IPhone/Blackberry/Android
• Windows Phone
• Industry standard database
• Open API
• Fully Integrated suite
• Office
• Exchange/outlook
• Sharepoint
• Business focused
• Integration to back office MIS
• Business Intelligence on line
• Interoperable with SQL reporting services
• Price
• Select agreements in place with EDLARS
10. Crimson solutions on Dynamics CRM?
1. Business to Business / Employer Engagement
2. Marketing for Employers
3. Enquiry Management- students, Business, etc
4. Work Based Learning / Short Course
Management
5. Event Management and Open days
6. Alumni management and Fundraising
7. Recruitment management
8. Contract Management
9. Document Management
10. Placement management
16. In Summary
DO NOT Think
1. CRM is a product
2. It’s a technology, so we implement with wizards
3. It could be implemented without Senior
stakeholder engagement
4. Your current data is good enough
5. Business Process change and culture change won’t happen
Do Think
1. SMT commitment
2. Create a clear defined set of goals and objects and stick to them
3. Manage the cultural change
4. Be prepared to relook at data quality
5. Integration/interoperability and reporting