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CRM & Student Manager

Chuck Havlicek. Lauri Thompson. CRM & Student Manager. An ACEware Presentation. 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. Math?. Magic?.

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CRM & Student Manager

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  1. Chuck Havlicek Lauri Thompson CRM & Student Manager An ACEware Presentation

  2. 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

  3. Demystifying CRM Math? Magic?

  4. Demystifying CRM Math? Magic? Method!

  5. CRM= Can we Rip off their Money? Customer Relationship Management

  6. CRM-aDefinition.. .. 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..

  7. 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.)

  8. CRM – What’s out there? Specialized CRM systems/approaches Plus dozens more…… http://www.crmsoftwarereview.org

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

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

  11. ?Registration Software + CRM ? !Registration Software = CRM

  12. The Classic CRM model

  13. The Classic CRM model is EXACTLY what your registration package does!

  14. 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

  15. Student Manager CRM Widgets/tools

  16. Student Manager does CRM… • Contact Information • History • Interests • Call backs/Followup • Reporting

  17. It’s all about the prospect/student

  18. And their Company/Organization..

  19. Lions & Tigers & Bears & Notes!

  20. Three unlimited length memo fields allow you to record a plethora of comments and notes

  21. On the FIRM/ORGANIZATION as well as the person record

  22. Interest Codes – Tracking & Planning

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

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

  25. Reporting Measuring your efforts

  26. Top Dog Reports highlight your best customers

  27. Special Tools

  28. Name Finder Printing the list is easy! Add extra fields & conditions

  29. Mass Email Tool

  30. Quick, Emergency, and Reminder Email

  31. Why focus on adding/utilizing CRM features of Student Manager.V.S. Buying/learning/double enteringdata into a specialized CRM tool?

  32. 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

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

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

  35. See you in 2013!

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