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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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The Essential Guide to Implementing a University CRM

Is there anything more annoying than trying to accomplish a task without the proper equipment? Whether it’s trying to cook up dinner in a too-small pan or charge your phone with that slightly-defective cord that only stays plugged in if propped up in one specific way (argh!). 

Working with tools that are not quite right can drive you up a wall.

The more important the task, the more frustrating it is to have a tool that isn’t helping you succeed. So, 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.

If that sounds familiar—and if you wish you had more guidance on how to set up a system that will actually workkeep on reading.

The Intead team is gearing up to present our AIRC full-day workshop on December 5 followed by some great learning and networking at all the conference sessions. If you are going, please be in touch (info@intead.com). We'll be at ICEF the following week in Miami and welcome a meeting there as well.

Now about those CRM systems...why is everyone switching to Technolution's #Slate, anyway?

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