Choosing a Higher Education CRM System Archives - INTERACTIVE SOFTWARE

Why your approach to data migration matters and its impact on your CRM implementation

Gary Rooksby — Mon, 24 Feb 2020 09:00:45 +0000

Data quality is absolutely critical to a successful Higher Education Customer Relationship Management (CRM) implementation. It can literally make or break an implementation. On-going success is reinforced by clean and complete data. It also allows you to measure your Return on Investment (ROI) accurately, proving your success. Conversely, poor data can slow business processes, dilute benefits and reduce users’ confidence and compliance. Getting your existing CRM data into your new system can be tricky. But, there’s more than one way to peel a potato and different CRM systems and providers will offer you different data migration options. Where do you even start? You know you want your data imported in as complete and accurate a state as possible. To do that you’re going to need some help from your system vendor. After all, they’re the experts, aren’t they? Your CRM provider might supply a set of technical tools, leave you to use those tools yourself and take responsibility for your own data quality. Alternatively, they might offer a more customised (and expensive) service either including the tools or even doing the final data import for you. With each of these data migration approaches there are advantages and disadvantages. The key […]

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Protecting what’s important – safeguarding your data in your Higher Education CRM system

Sharon Williams — Thu, 13 Feb 2020 09:00:24 +0000

Welcome to the third part in our ‘Choosing a Higher Education CRM system’ series. We’re going to be discussing ways in which you can protect your data. In recent weeks there have been several data security breaches in UK Universities. Within your Customer Relationship Management (CRM) system, you’re recording – or want to record – a lot of personal data about your applicants and students. As well as capturing data and notes about your schools and partners. You need this information to make sure you communicate effectively, and make sure you do this in line with GDPR. So, how can you do this while making sure you’re safeguarding this highly personal and sensitive data in your Higher Education CRM system? And how do you make sure the system you choose will give you the protection you need? What’s meant by sensitive or personal data? Firstly, you need to clarify what you mean by sensitive or personal data. Most Universities will be capturing name, date of birth, email address, telephone and postal address details for applicants and students. This is probably classed by everyone as personal information. However, you may also be recording qualifications, family relationships, special requirements, conditional offers, and […]

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7 things to consider when choosing a Higher Education Customer Relationship Management (CRM) system

Sharon Williams — Fri, 17 Jan 2020 09:00:26 +0000

Welcome to part two of our ‘Choosing a Higher Education CRM system’. It can be quite confusing looking for Customer Relationship Management (CRM) software for your University. With a range of systems out there that all seem to do very similar things it can be difficult to know where to begin to find the CRM system that’s right for you. Well, the first thing to recognise is there’s not a ‘one-size-fits-all’ CRM system that’s right for everyone. Just as you don’t do things in exactly the same way as every other University. So, here’s a few things to consider when you’re looking for a CRM system for your University. 1 – Make sure you really know what you need We’re not just talking about a list of functions that the CRM system needs to deliver. That’s obviously important. You want to be sure the system is going to support your processes and allow you to complete specific tasks. However, by just providing a list of functions you’re not setting any qualitative criteria. And although the CRM can perform a specific function it doesn’t necessarily mean it’s doing it efficiently, simply or with quality. So, by simply assessing potential University CRM […]

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Manage every step of the student journey with Higher Education CRM

Sharon Williams — Fri, 10 Jan 2020 09:00:23 +0000

Welcome to our ‘Choosing a Higher Education CRM system’ series. Customer Relationship Management (CRM) software can be used to manage every step of the student journey. From initial enquiry management through to graduation and beyond! Choosing the right Customer Relationship Management (CRM) system can be confusing, time-consuming and expensive. We want to arm you with questions and advice to help you choose the system that’s right for you. Our first blog in the series takes a look into the different steps on the student journey where a Higher Education CRM system can help. So, you can see if it’s something that will deliver tangible benefits to you and your University. Step one: attracting The decision to attend University is certainly not an easy one. Especially considering the potential financial outlay. So, expectations are high. Competition is fierce. Personalised marketing is the norm. Also, the influence and impact of social media is keenly felt by everyone. There’s a wealth of information out there – in a variety of different media – and your savvy potential students have access to it. What you do, how you do it and what others think of your University is being heavily scrutinised – all the […]

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