EduComm 2010 CRM. Sales. Clouds.

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CRM. Sales. Clouds. The Student Recruiting Revolution Brian Niles, CEO Adrienne Bartlett, VP, Client Experience EduComm 2010 Las Vegas

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Transcript of EduComm 2010 CRM. Sales. Clouds.

Page 1: EduComm 2010  CRM.  Sales.  Clouds.

CRM. Sales. Clouds.The Student Recruiting Revolution

Brian Niles, CEOAdrienne Bartlett, VP, Client Experience

EduComm 2010 Las Vegas

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Who’s In The Room?

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ExpectationsRecruiting todayWhat’s changedLessons learned

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Current Climate

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Shifting CompetitionStrained Resources

Cost-CuttingPanic

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1. Economic downturn (become sales-focused)

2. Technology shift(take to the cloud)

2 Trends:

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Sales-focused

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“Sales?”

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You provide a service.You accept money for it.You have delivery costs.

You pay people. You may (or not) have profits.

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It’s a Business.

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BusinessConsumers or Customers

Sales & MarketingCosts, Return, Investment

Experience

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We may not all agree on the

term...

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...but we should all agree on the

skills.

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Sales(by definition)

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“Match the product or service you offer with

people who have a demand for that

product or service.”

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“Match the academic/social programs your

college offers with students who are

interested in those programs.”

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Hire the right people.Train them differently.Provide different tools.

Set different goals.Assess and evaluate.

Accountability.

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“Sales” at resume time...

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“Managed a territory”

“Created a travel schedule”

“Built relationships with prospects”

“Presented”

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TalentTools

Training

3 T’s

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TalentCustomer Service background?

Sales experience?Tech-savvy?Entry-level?

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ToolsCRM

SmartphoneLaptop

Wifi

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TrainingSales

Financial AidCustomer Service

Technology

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Sales-focused

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Ask & Listen.

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Sales Mistake #1

Talking too much!

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Take notesAsk clarifying questions

Focus on themBenefits vs. Features

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Record it.

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Customer Relationship Management (CRM) is helping to make messages much more

targeted and personalized.

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Stop talking at me like you don’t know

who I am!

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“If you haven’t already” “applied”

“registered”“visited”

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1. Markets are conversations.

2. Markets consist of human beings, not demographic sectors.

3. Conversations among human beings sound human.

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Research prospects prior to contacting

them

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Talk Price.Communicate

Value.

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“Salespeople” must be able to discuss

the real price.

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Calculate Actual Cost on Your Website

93%Wanted To

37% Able To

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June 2009

71%National Association for College Admission Counseling

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$20k

$47k

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Is an undergraduate degree from Northeastern

worth $108k more than an undergraduate degree from

UConn?

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Financial Aid Training?

www.targetx.com/videos.php

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“Always on”(my soapbox)

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“Due to fall travel season, I will be out of the office throughout September and October.

I will have limited access to my email during this time, but I will respond to

your email at my earliest convenience.”

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“Due to mandatory furloughs...”

“Away on a recruiting trip...”

“In Banner training this week...”

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“Out of Office” Reply

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Too busy “recruiting”to recruit ?

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Become a “trusted advisor”

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Great salespeople are

great counselors.

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Get comfortable with “no.”

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The customer is always right.But not always right for us.

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Close the Deal.

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The Most Difficult Question to Ask:

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“What about this doesn’t work for

you?”

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1. Remove theRoadblocks

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2. Recognize“Buyer Shift”

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“Random Acts of Exceptional

Customer Service”

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“Perhaps you just need to give them

the permission to be exceptional.”

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Ask for their Commitment.

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Rethink the Yield Event in

Spring?

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Technology Shift

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1990 QuoData1993 Datatel Colleague2000 SCT Banner2010 ERP + ______

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Sungard BannerCollegeboard PowerFAIDsTargetX, R+, Embark CRM

Common ApplicationAlumni CRM/Donations

Moodle LMSGoogle for Domain

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THEN One Solution for Everything

NOW Integrated Best of Breeds

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Do what you do best.Outsource the rest.

(but play nice together)

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Internal IT Resources Shiftedfrom Administrative to Academic

(admin outsource & integrate)

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IntegratedFlexible

ExpandableReportable

Mobile

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Power back into User’s Hands.

Limited IT Support

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Platform Shift

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Legacy SystemsHosted On-CampusSoftware Upgrades

Inaccessible Off-CampusLimited Integration

Configuration by Vendor

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The New GenerationHosted “In the Cloud”Multi-tenant UpgradesAccessible Everywhere

Multiple Integration OptionsUser-Friendly Configuration

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A Simple Example

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DATA

Email

Reports

AppsMailings

ERP

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Spend less time moving data

Get back to recruiting students

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Realtime Accessto Student Information

(laptop, smartphone)

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“Don’t chase the tools. Chase the goals.”

-Howard@BlueFuego

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What will you do differently?

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www.targetx.com/ithink

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www.targetx.com/webcasts

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www.targetx.com/shelfari

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Access this presentation:

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Thank You!