DCS supports Five Branches University in implementing a web-based CRM of its Prospective Student Recruiting function in all departments. Even though FBU is a school, its demand equals that of any business organization.
We have identified the project objectives:
- Integrated Prospective Info Depot
- Improved Leads qualification
- Faster Response times
- Traceable prospective activity
- Email reminders for due activities
For this project, we converted thousands of legacy records from many local computers to a cloud-based storage. Also, we facilitated an accurate, scheduled response process that allows all inquiries to respond by the next work day. Lastly, we offered a series of training videos that explain and demonstrate CRM–how to process customer leads and develop valuable, long-term relationships with them.
Step 1: A staging site converts prospective leads of all origins to the standard CONTACT format (Lead Card in CRM)
Prospectives students come from a variety of resources: website inquiry forms, office visits/calls, campus tours, emails to advisors, referrals from vendors, and school events/seminar participation.
Step 2: We define schedules and resources to process the inquiries timely and accurately
Step 3: Daily email alerts announce:
- Prospective assignments to each department
- Updates in contact information and changes in status and activity.
- Marketing campaign activities and events
Step 4: Marketing departments and individual academic departments process their personal and automated follow-up processes (Leads nurturing).
Step 5: All staff members learn their roles through a series of video tutorials