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CRM & Student Manager

Learn how to utilize Student Manager CRM features effectively to enhance customer relationships and streamline processes. Explore the benefits of integrating CRM into your registration system, understand the rationale behind it, and discover how Student Manager simplifies CRM practices. Join this informative session to demystify CRM, explore commercial options, and optimize your customer/student interactions. Gain insights into the importance of real-time data integration and how to make informed decisions using a holistic view of each prospect or customer. Elevate your CRM strategy with practical tools and techniques provided by ACEware.

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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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