CRM & Recruitment Best Practices. Brian Dycus May 1 st , 2013. Customer Relationship Management. Best Practices. Worst Practices. Poor “Filing” Systems Undifferentiated Messaging No Activity Records E-blasts & Call Campaigns Data, Data, Data! . Meaningful Statuses
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May 1st, 2013
Poor “Filing” Systems
No Activity Records
E-blasts & Call Campaigns
Data, Data, Data!
What activities that build relationship and commitment?
Financial Aid Basics
6 – 10 Calls
Sample: New Inquiry
Provides insight into strengths and weaknesses in the admissions process.
Forecast enrollment numbers for pending starts and focus advisor efforts.
Chose Not To Apply
Provide insight into marketing and lead generation effectiveness.
Provide insight into admissions process effectiveness, agent effectiveness, and program value proposition.