CRM & Student Manager An ACEware Presentation Chuck HavlicekLauri Thompson.

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…

[email protected]

See you in

2013!