CRM & Student Manager An ACEware Presentation Chuck HavlicekLauri 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= C an we R ip off their M oney ? C ustomer R elationship M anagement

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? Specialized CRM systems/approaches Plus dozens more……

CRM – What’s out there? ERP Systems with CRM Components The BIG kids….

CRM – What’s out there? Speaking of Big Kids….

? Registration Software + CRM ? ! Registration Software = CRM

CRM Contact with customers Contact with potential customers Track Purchases Monitor Feedback ReportingPlanning The Classic CRM model

CRM Contact with customers Contact with potential customers Track Purchases Monitor Feedback ReportingPlanning 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 Codes Recorded 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

Reporting Measuring your efforts

Top Dog Reports highlight your best customers

Special Tools

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

Mass Tool

Quick, Emergency, and Reminder

Why focus on adding/utilizing CRM features of Student Manager. V.S. Buying/learning/double entering data 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 Will The Way …and the Wanda…

Questions?

See you in 2013!