1. CRM & Student Manager An ACEware Presentation Chuck HavlicekLauri Thompson

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 Magic? Math?

4. Demystifying CRM Method! Magic ? Math?

5. CRM= C an we R ip off their M oney ? C ustomer R elationship M anagement

6. 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..

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? http://www.crmsoftwarereview.org Specialized CRM systems/approaches Plus dozens more……

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

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

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

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

13. CRM Contact with customers Contact with potential customers Track Purchases Monitor Feedback ReportingPlanning 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….. CRM It DOES offer you the 360-real time view of your prospect/customer which is….

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

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 entering data into a specialized CRM tool?

32. 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! ! !

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!