CRM Student Manager An ACEware Presentation Chuck

CRM & Student Manager An 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 Magic? Method! Math ?

CRM= C R an we C ip off their ustomer Money? 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 nd that’s. . A ? nt why? ? importa 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? Specialized CRM systems/approaches Plus dozens more…… http: //www. crmsoftwarereview. org

CRM – What’s out there? ERP Systems with CRM Components The BIG kids…. http: //www. crmsoftwarereview. org

CRM – What’s out there? Speaking of Big Kids…. http: //www. crmsoftwarereview. org

? Registration Software + CRM ? ! Registration Software = CRM

The s las C R ic C M l ode m Contact with customers Planning CRM Contact with potential customers Track Purchases Reporting Monitor Feedback

s el i od es! Contact o m ed g M with cka CR ic pa s n customers las C atio tr The CTLY regis A r EX t you Planning ha w CRM Contact with potential customers Track Purchases Reporting Monitor Feedback

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…. . It DOES offer you the 360 -real time view of your prospect/customer which is…. CRM

Student Manager CRM Widgets/tools Contact with customers Planning CRM Reportin g Contact with potential customers Track Purchases Monitor Feedback

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! Contact with customers Planning CRM Reportin g Contact with potential customers Track Purchases Monitor Feedback

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 Contact with customers Planning CRM Reportin g Contact with potential customers Track Purchases Monitor Feedback

Interest Codes Recorded from two sources: Manually enter Interest Codes Course Subject Codes enter under Interest Codes

This report provides demographic information by Interest Code Reports / Accounting / Deadbeat (Additional Reports) Code Analyzer X Cosubcode

Reporting Measuring your efforts Contact with customers Planning CRM Reportin g Contact with potential customers Track Purchases Monitor Feedback

Top Dog Reports highlight your best customers

Special Tools Contact with customers Planning CRM Reportin g Contact with potential customers Track Purchases Monitor Feedback

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 entering data into a specialized CRM tool?

This is Why! ! ! • 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

The Key to CRM Success… The Story of the 3 W’s The Will The Way …and the Wanda…

Questions? chuck@aceware. com 800 -925 -2493

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