Blog
May 10, 2014
Institutions of Higher Education recognize the growing need to maximize revenue and reduce costs by effectively and collaboratively acquiring, retaining, connecting with and engaging their constituents throughout their lifecycles. Salesforce.com is an enterprise CRM solution that has the capacity to enable Colleges and Universities to achieve this goal by providing a platform to support lifetime, enterprise constituent engagement in real-time.
As Higher Education moves towards non-industry-specific platforms, like Salesforce, the need for a path to deliver an organization-wide (enterprise) solution is critical. By developing a tailored CRM Roadmap to address the needs of the functional users, your school can gain the desired benefits of improved recruiting, retention and graduation rates, operational efficiencies, strong alumni engagement, new revenue opportunities, and increased overall constituent satisfaction.
WHY DEVELOP A CRM ROADMAP?
A CRM strategy will help to ensure and strengthen your institution’s position by building greatly improved constituent relationships, enhancing internal operations, and making more effective use of human and data assets in service to those constituents. The roadmap is the tactical response to delivering your strategy.
HOW DO YOU DO IT?
• Gain senior level sponsorship
• Assess current state and define future state gaps
• Identify opportunities for process improvements and efficiencies
• Define CRM requirements
• Develop a phased roll-out strategy
Achieving success in developing intimate and enduring relationships with constituents begins with a holistic consideration of your institution’s functions and abilities. Developing a CRM Roadmap will provide you with the plan to help your institution form deeper relationships with constituents.
