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Recruiting Intelligence

The Essential Guide to Implementing a University CRM System

With so much in enrollment management being in flux right now, going back to the basics is important. Managers across the country are looking to their 2021 intake reports and trying to predict spring and fall 2022. Challenging under normal circumstances, right?

So where are those reports coming from and how much is what should be a simple process driving you up a wall?

The more important the task, the more frustrating it is to have a tool that isn’t helping you succeed. For those among us still reviewing excel spreadsheets with enrollment data, we feel your pain.

It’s no surprise that many universities, high schools, and language schools feel incredibly irritated by customer relationship management (CRM) systems that don't meet their needs. We know this is a topic worth discussing in part, because some of our most read blog posts over the past 2 years (Post 1, Post 2, Post 3) are about enrollment managers' user experience with Technolution's #Slate.

If any of this sounds familiar—and if you wish you had more guidance on how to set up a system that will actually help you anticipate what your future enrollment will bekeep on reading.

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Practical EdTech Implementation: Ask Us Anything — Register Now

The roadmap for EdTech implementations a decade ago had a linear feel. There was an expectation of securing a significant tech budget and allocating that to a carefully selected vendor with a 3-5 year plan. There was talk of “flexibility” and integrations. APIs would be built to tie different parts of the legacy systems together or the legacy piece would be replaced outright. The future system was going to be a real game changer.

It rarely worked out as planned…ever. Been there?

Today, replacing aging technology is an entirely different process. We’re eager to share insights into how campuses develop truly flexible systems and integrations with technology that is evolving every 6-12 months.

The technology process today has a heck of a lot more to do with justifying ROI than choosing technology.

Confused? Register for our webinar, "EdTech: The Road Map Has Changed. Successful Implementation Processes Look Like This" tomorrow, February 18th at 2pm Eastern. 

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Join Intead and iSchoolConnect as we talk about pushing decisive, cross-departmental collaboration at speed and scale like never before. We're talking agility in planning and innovation in technology and digital tools far beyond the usual benchmarks of annual progress in our notoriously slow-moving industry.

There’s a lot of work to do to pull complex technology and analytics projects all together. Best to have some really strong partners.

In the webinar, we’ll be sharing practical advice for successful, cost-effective technology implementations. Implementations that, long-term, produce stabilized and predictable revenue streams for your institution, even in unpredictable times.

You won’t want to miss this

Adding valuable perspective to this Ask Us Anything conversation will be:

  • Seamus Harreys, Vice President, Global Enrollment, CIEE
  • Kerry Salerno, CMO, Babson College

We’ll have plenty of real-world stories and insights to share. Stories about Northeastern University’s amazing growth from 2009 and onward. We’ll talk about technology investment approaches at different size institutions. Stories about vendor selection, technology features, and most importantly, the challenge of getting all of the internal stakeholders aligned. 

Throughout, we will welcome your questions.

Important note: if you can’t attend the event live, your registration will ensure you’re first to receive access to the recorded conversation.

And as a primer for tomorrow’s implementation-focused conversation, how about a free PDF download: “Using Tech to Thrive in a Volatile Time” sharing our 5 key takeaways from our February 4th panel event with The Chronicle of Higher Education and your colleagues from five different institutions.

Read on to access your copy of the 5 key takeaways and to learn how your peer institutions across the country are getting their technology investments right. A quick and helpful read before we dive deeper tomorrow.

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Successful Tech Implementation Processes Look Like This — Register Now

In last week’s virtual event, “Using Tech to Thrive in a Volatile Time”, Chronicle of Higher Education host Ian Wilhelm surveyed attendees with one key question — 

Will the pandemic experience help your institution make better decisions about using technology?

The answer from respondents? A resounding YES.

But what exactly are those decisions? Who’s making them? And most importantly, how will these decisions about technology made now lead to successful implementation and transformational change for your institution down the road?

On Thursday, February 18th at 2pm Eastern, Ben Waxman, CEO of Intead and Ashish Fernando, CEO of iSchoolConnect will be leading a follow-up webinar, "EdTech: The Road Map Has Changed. Successful Implementation Processes Look Like This" to further the valuable Chronicle discussion of last week.

Register Now

In this “Ask Us Anything” conversation, we’ll be getting practical, covering all things tactical implementation when it comes to technology on your campus. The key objective? Identifying how successful tech implementation really happens (despite the obstacles) and how you can create that new reality for your students, faculty, and staff. We want to discuss your specific case —wins, challenges, and all.

Adding valuable perspective to the event will be Jesus Trujillo Gomez, Strategic Business Executive for Higher Ed at Google Cloud, as well as other special guests from academic institutions across the country. Get those questions ready.

Registrants will receive access to the recording of this event, so if you can’t attend live, never fear. (And if you want your questions answered but can’t attend — let’s chat.)

And if you missed last week’s “Using Tech to Thrive in a Volatile Time” event, stay tuned in the coming weeks for the Director’s Cut recording, as well as a download of the key takeaways, including Intead and iSchoolConnect’s, “6 Insights in 6 Minutes.” Exciting, valuable stuff to come.

Read on for a preview of the keys to tech implementation success. Plus, one of the most common tech myths, debunked.

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Using Tech to Thrive in a Volatile Time — Register Now

How do you and your team feel as you choose technology partners and platforms? Not exactly a walk in the park, right?

We’ve worked with many institutional leaders and there are common elements of a successful process. And those common elements are not the same today as they were a decade ago. Today, institutional investments in technology follow a different path, with different expectations. Success has been modified over the years. Integrations consistently evolve.

Our point: Enrollment management upgrades are essential to your institution’s future growth. Competition for students is growing more intense with no end in sight. You need both the team and the technology to succeed at stabilizing and growing revenue, and achieving the diverse student environment that your mission statement purports. 

What is this redefinition of how technology investments help universities move forward? Intead and iSchoolConnect are participating in a Chronicle of Higher Education webinar tomorrow, February 4th at 2pm Eastern, to discuss just that. All registrants will have access to the recording. So, even if you’re tethered to that critical Zoom meeting tomorrow, you can still get the inside scoop and all our best insights and advice.  

Register Now

The Chronicle is bringing an all-star panel to discuss the big picture. How are institutional needs assessed? How are institutional goals identified? How are technology investment decisions made? The panel features:

  • Cedric Howard, Vice President for Enrollment & Student Services, State University of New York at Fredonia
  • Keith W. McIntosh, Vice President and Chief Information Officer, University of Richmond
  • Mary Ann Rafoth, Provost, Robert Morris University

Plus, Intead and iSchoolConnect will be adding some grounded tactical perspective with a special segment,"6 Insights in 6 Minutes", featuring: 

  • Ben Waxman, CEO, Intead
  • Ashish Fernando, CEO, iSchoolConnect
  • B. Donta Truss, Vice President for Enrollment Development & Educational Outreach, Grand Valley State University 
  • Derrick Alex, Director, Admissions Processing, University of Houston

All in all, this webinar will help you consider the broad range of quality available in the marketplace as you find the trustworthy technology partners you need. Many of the vendor options available do not understand the complexity and varied needs of the academic environment. We do.

Read on for a preview of those insights. 

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Slate Users Speak: Getting Real About Technolutions’ CRM Platform Part 2

Welcome to Part 2 of our Slate series. You didn't think we'd forget about the international student recruitment/admissions perspective, did you? 

But let's stay with domestic student recruiting and enrollment management for just a moment. Intead and iSchoolConnect are participating in a Chronicle of Higher Ed webinar event on Thurs, Feb. 4 that you truly won't want to miss. Colleagues from SUNY Fredonia, U of Richmond, and Robert Morris, along with some special guests all addressing the challenges of technology implementation on university campuses. Register Here.

Now, about that Slate CRM! In Part 1 last week we shared the experiences of a variety of Slate users in universities across the US, including admissions directors, associate directors, specialists, and one CRM manager/power user. We talked all things integration, training and support, and the universally dreaded: getting queries to give you the information you want. 

This week we're talking all things international, as well as sharing our users' feedback on the cost and value of Slate to their institution. 

In our work with institutions on international student recruitment campaigns, we're all too familiar with the domestic/international divide when it comes to resourcing and decision-making influence. And in our discussions with users about Slate integration, some international admissions staff reported a similar disconnect in their experiences with initial training and usage of the platform. 

Again, we are grateful to our interviewees for sharing their valuable time and perspectives with us. Read on to learn how international recruiting/admissions teams are making Slate work for them. 

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Slate Users Speak: Getting Real About Technolutions’ CRM Platform Part 1

Weathering the challenges of 2021 and beyond requires serious enrollment management. And enrollment management lives or dies based on the the team you have in place, and the technology they rely on. So, let’s take a look at the platforms that can help your team do a better job.

Back in a 2019 post, we asked the question — is Slate all that?  That post, in which we discussed the features and benefits of Technolutions’ banner EdTech platform, is among our most-read posts ever.

With Slate now used by over 1,300 colleges and universities (up from 950 institutions in our 2019 post), the answer, it seems, is clear… Or is it?

Recruitment competition is fierce and getting fiercer as the student population declines and generally adjusts to the travel-resistant phase we are in. With the right platform in place, an institution has the ability to segment student audiences and create messaging and content that speak directly to each audience. Oh, and track the results so you can improve over time -- no small thing.

With the Slate buzz growing, so too has the online discussion and questions about integration, ease of use, and customer support. What does this rapid growth mean for the quality of their ongoing user support? Does Slate’s comprehensive range of features offer more complexity than it does value? How does Slate fare in the nuanced world of domestic vs. international student admissions?

To dig deeper, we spoke to a variety of Slate users in universities across the US, including admissions directors, associate directors, specialists, and one CRM manager/power user. Our Slate users ranged from seasoned pros, now on their fourth or fifth admissions cycles with the platform, to new adopters, with just a single admission cycle under their belts. We are grateful to our interviewees for sharing their valuable time and perspectives with us.

Some themes that emerged across universities were surprising, others, less so. Spoiler alert: if you aren’t yet a Slate query master, you’re not alone.

For current Slate users, we hope there is validation and inspiration to be found in the experiences shared by your fellow institutions. And for those contemplating Slate, consider this two-part series a comprehensive alternative to those lengthy product review forums you’ve been combing. Read on.

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Intead's Top 10 Blog Posts of 2020

Traditionally, we kick off this annual post with a “Phew, what a busy year!”-type comment, but in the year that was 2020, that feels like a bit of an understatement.

In a year full of unprecedented uncertainty, ever-churning news cycles, and constantly shifting plans, we kept up each week, delivering Recruiting Intelligence insights and providing strategic and tactical guidance throughout the storm.

Today, we’re sharing the insights that resonated the most —
the top 10 viewed blog posts of 2020.

With many of these top posts containing our advice from various stages of the early pandemic, you may be wondering — what value do they provide now? We’re a whole year (and a whole pandemic) wiser, right?

Great question and we’d venture that these posts are all the more valuable now, as you and your team reflect on 2020 and build for the future. Seeing our past recommendations validated may provide you with an even stronger foundation as you push your colleagues to adopt forward thinking plans in 2021!

Consider the strategic guidance contained in these 10 posts your checklist. Do you have everything in place for 2021 and for the enrollment curveballs yet to come?

Share this with colleagues who can use these insights in the new year. They’ll be plenty more posts coming your way in 2021. Do you know anyone who would appreciate receiving our weekly blog insights? The share button is at the end of this post.

Read on for our Reader's Choice Top Posts of 2020 (links included) and two bonus perennial favorites that consistently draw readers via their Google searches.

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2021: The Year of Research-informed Growth

While the holiday season may look a little different this year, our gratitude for this community remains steadfast.

If this year has proven anything, it’s what we’ve known all along, that the education community is resilient. That connection and communication, whether from six feet away or six thousand miles away, via text, email, Slack, Zoom, FaceTime, and even TikTok, is what keeps us moving forward and growing together. Here’s to weathering the storm, together, whatever may come our way.

Two more pearls of wisdom validated this year:

  • Taking care of yourself is relief work.
  • You are never far from that source of community and energy that helps keep you going.

Turns out the airline safety videos had it right all along: put your own mask on first and then help those around you put on theirs.

We will be taking next week off from the Recruiting Intelligence Blog and hope you’ll be taking some well-deserved rest, too.

Read on for a preview of the year ahead (new research, insights and more). Plus, a look at how Ben has been faring alone in the Intead office while the rest of the team works remotely...

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Connecting the Dots for Enrollment Success

Let’s pause for just a minute or two and take a few deep breaths. The pace of all that is going on, right?

With this post, we are going to connect a few dots. Reconfirm the why’s and how’s of what we are doing in the enrollment management arena.

Right now, we see civil unrest around us that is the expression of communities not understanding each other. Lack of cultural understanding, lack of connection, lack of empathy, all leading to severe consequences. This is an age-old struggle and we, in the education sector, pour our hearts into changing the underlying factors that contribute to the mess we find ourselves in.

Getting our work right really does matter. Education IS such a huge part of moving our communities in the right direction.

For most of us, maybe all of us, recent events make it crystal clear why we do this: every mind opened, every cultural connection built, is a win.

To achieve loftier goals, the academic institution must remain economically viable. And we need the students to enroll.

We know, looking ahead, more dramatic change is coming as we navigate various immigration decrees and virus news. We’ve all been working really hard to maintain the pace and make smart decisions. So, let’s just pause and reflect for a moment and connect some dots.

In short, the process is: view the data, assess the tools, make a plan, execute. Sounds simple, right ; -)

Our Intead Plus library of recruitment content and worksheets has supported so many. It’s out there if you need it. Below we review our process with some helpful lists to get you thinking, considering.

This is such an important time to plan and act.

Often, as the team here begins our projects with a new client, institutional leaders apologize for the many silos across their campuses that hold information and work far too independently. We are often tasked with gathering the necessary information and bringing as much unity to the siloed teams as possible.

Deep breath.

And again.

Getting our important work done the best way: There are so many approaches and so many adjustments that are necessary as circumstances and the people involved shift. All of our talents for listening, embracing and connecting ideas, all of this is needed from all of us.

There are underlying processes to how we do enrollment marketing that are essential and consistently required regardless of the circumstances. These processes adapt as situations change. 

Knowing where your processes stand, and which dots might need more attention has real value. Read on and consider whether your enrollment management system’s dots are functioning holistically.

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Our Top 10 Blog Posts of 2019

You have spoken!

After a busy year of developing academic recruitment plans, speaking at conferences, creating compelling marketing campaigns, publishing new innovative research, and of course, sharing all the best stuff with our blog readers, we can now tell you…of all our publishing in 2019, these posts most caught your attention.

And since you have been busy as well, we know some of you may have missed our most useful stuff.

Below are posts that had the most clicks and shares – so as you peruse, note the “email this post” button at the bottom to help out your colleagues who are responsible for one enrollment thing or another.

Read on for links to 2019’s Top 10 blog hits and (bonus) our inspiring Staff Pick!

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