Lessons Learned: How to Prepare for a Successful CRM Implementation

In the not-so-distant past at Allegheny College, we created codes in our student information system to indicate which office an admissions folder was in, in the hopes of saving time locating a file during the review process. However, there comes a time when you can no longer squeeze any more efficiency out of legacy systems, and workarounds like this become obsolete. This presentation will share lessons learned on our journey to a new CRM. We will discuss how to lay the foundation for a successful CRM implementation and explore the steps you should take to create a cross-functional, collaborative approach to managing the student life cycle.

OUTCOMES: Understand the steps required when implementing a CRM system * Evaluate current business processes and create a checklist of requirements * Gain insight into leveraging departmental expertise