Fire, Ready Aim...: CRM In Higher Ed. by Cathy OBryan

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Slide Notes

Fire, Ready Aim...: CRM In Higher Ed.

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PRESENTATION OUTLINE

FIRE, AIM, READY?

A CRM JOURNEY

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BACKGROUND

Indiana Unversity
Demographic Reality
Ghosts
CRM landscape

Photo by Sam Fakhreddine

CRM

In Higher Education
Case Management
Student/Customer Perspective
Need to Compete

CRM LANDSCCAPE

NEXUS

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AT IU ALONE

Multiple Salesforce Instances
BlackBaud
Hobson's/Radius
Velocity
Talisma
Lots of spreadsheets

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ENTERPRISE SYSTEM LEGACY

BUDGET, HABITS, SPONSORS, CULTURES, POLITICS

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FIRST TRY

MARKETING ONLY

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SECOND TRY

CONNECTED UNIVERSITY

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THIRD TRY

JUST UNDERGRADUATE RECRUITMENT

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COALITION OF THE WILLING

GREATEST NEED?

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CURRENT ROADMAP

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NEXT...

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For More..

Cathy O'Bryan
Caobryan@iu.edu

Cathy OBryan

Haiku Deck Pro User