The presentation Outlines How Salesforce CRM can be used in Higher Education to build strong and long lasting relationship with prospects .

1. CRM for Higher Education Takes Off !!

2. Outline
1) Bird’s eye view of a HigherEd Journey
2) Common Challenges of HigherEd
3) Address Challenges with the right CRM
4) Implementation Examples
a. Online Registration
b. General Enquiries from Prospective Students
c. Launch of New Courses

3. A Typical Student Lifecycle in
Higher Education
Functions of Higher Education
Managing Student
Information
Engaging students
throughout their journey
Student Career
Development
Managing Alumni and
Corporate
Offering Qualifications

4. 360 Degree view of Student Lifecycle through CRM
What is Constituent Relationship Management in Higher Education ?
Constituent Relationship Management (CRM) in Higher Education is an approach to managing
College/Universities interaction with prospects,alumni,donor,Corporate etc.

5. Let’s Discuss the challenges of Higher Education !!
Managing
Student’s
Recruitment
and Admissions
Attracting and
Retaining Students
Difficulty in
handling Online
Registration for
New courses
• Unable to properly
manage student’s
recruitment and
admission programs.
• Recruitment not an
automated process
• Engaging prospective
students
• Managing student’s
data
• Difficulty in developing
social networking through
legacy systems
• Trouble Managing
emails, social media
campaigns
• Unable to get 360
degree view of student
data
• Great inflow of
student data from
various geographical
areas
• Data Validation
and Evaluation
• Trouble engaging
with Alumni for
support
• Engaging with
donors spread
across
the geographical
areas
• Difficulty in
maintaining follow-
up with donors
Generating new
sources of
revenue

6. No clarity in
defining career
goals
Lacking Alumni
Engagement &
Support
Let’s Discuss the challenges of Higher Education !!
• Lack of Alumni
Engagement
with each other
• Alumni
Participation in
University
Events
• No clear career
plan
• Undeveloped
relationship
between career
staff &
Employers
• No clear
Relationship
between student
job seekers and
alumni
Report Generation,
a tedious task
• Generating reports
manually becomes
a tiring process
• Wastage of the
productive time of
the staff
No single
source of
Information
• Constituent
information stored
in spreadsheets at
different locations
• Unable to retrieve
data when required
• Difficult to attain a
single view of
constituents,
donors

7. CHALLENGES
HANDLED BY
SALESFORCE CRM
Salesforce CRM Solution to handle the challenges..
Salesforce communities
allow alumni and donors
to find and engage with
each other
• New and old students
enrollment data managed
and handled
• Data Validation
• Data Evaluation
• Targeted campaigns as per
student preferences
• Provides solutions that use
Student data to notify about
students planning to leave
the university
• Helps gain 360 degree view
of the constituents
• Marketing Cloud with
Salesforce CRM, enables
creating user accounts and
building email templates
• Targeted Recruitment
• Recruitment process
automated Attracting and
Retaining Students
Recruitments &
Admissions
Online
Registration
Revenue
Generation

8. CHALLENGES
HANDLED BY
SALESFORCE CRM
Salesforce CRM Solution to handle the challenges..
Helps maintain lifelong
relationships and thriving
alumni participation
Records career plan
development and
counsellor
engagement
Clear view of
Report is generated
via Salesforce CRM
Helps attain unified
view of every
constituent
interaction
Alumni
Engagement
& Support
Clarity in
defining career
goals
Clear view of
Reports
Scattered Data of
Constituents

9. Use Cases – Higher Education

10. Student Online Registration
Optimising &
Easing the
process of Online
Registration
through
Salesforce CRM

11. General Inquiries
Manage General
Inquiries from
Website regarding
Courses and
Program for CE
(Continuing
Education)

12. Marketing of New Courses
Strategize the
Launch of new
CE courses using
Salesforce CRM

13. Get in Touch with us :
+16124545031
sales@zen4orce.com
www.zen4orce.com
If you haven’t decided using Salesforce, let’s think about it !!
http://www.salesforce.org/highered/hed-product-overview/
http://www.salesforce.org/power-salesforce-higher-education/
http://documents.mx/documents/online-enrollment-system.html
http://www.salesforce.org/wp-content/uploads/2015/10/eBook-Getting-Started-with-CRM-Higher-Ed.pdf
References