breaking bad (habits) help your crm help you
TRANSCRIPT
(Habits)
Help your CRM help you
University of San Francisco Strategic Enrollment Management
Stephanie Carter, Enrollment Data Systems
Tyler Morell, Enrollment Communications
July 29 | Session 6
d eaking
Agenda
Building Data Integrity
Developing Ownership, Knowledge & Interest
Closing the Implementation Loop
Taking Action
Building Data Integrity
Establish Required Fields
7 required fields 46,000+ no email 55,000+ no address 8,800+ no email or address 2,500+ no email, address or phone Currently matching on 753k+ instead of 1.1 million
Automated Clean Up
Bulk Edits 43 bulk edits – 14 recurring – 6 daily – 8 weekly
52
17,119
31,717
2012-2013
2013-2014
2014-2015
Ann
ual B
ulk
Edi
t Effe
ct
Archive & Purge Contacts
Archive • Clean • Update • Approve
475,000+ Archived Records
Communication Statistics Improvements
23%
2.1% 1.7%
28.1%
3.4% 1.4%
29.3%
3.35% 1.28%
Viewed Interacted Opted Out
2012-2013 2013-2014 2014-2015
Create Forum of Thought Leaders
Problem Solving
Hand Holding
Developing Ownership, Knowledge & Interest
Remove the Choke Hold
Open Up Permission Levels, Provide Training & Consulting
Filters Created by Non-Admin
4%
13%
19%
9%
26%
36%
2010
2011
2012
2013
2014
2015
Remove the Choke Hold
5,200+ Auto-Imports in 2015
6 (7%)
14 (16%)
66 (77%)
Reports
2013 2014 2015
Closing the Implementation Loop
There’s a loop?
Implementation
Usage
Feedback Black Holes & Choke Holds
Solutions
There’s a loop?
Implementation
Usage
Feedback Black Holes & Choke Holds
Solutions
Rediscover Features
Notes 10,504 notes saved last year 10,746 total
Rediscover Features
Report Dashboards 13 active 87 reports (65 non-admin created)
Taking Action
What can you do?
1. Collaborate 2. Develop & expand permission 3. Reevaluate your role 4. Be open to CHANGE
• But I hate change • Change is scary • If I hear one more business cliché about change being the only
constant, I’m gonna...
