CRM Student Recruitment and Retention Rel 9.1

This CRM Student Recruitment and Retention Rel 9.1 training teaches you how to set up the foundation of student recruitment and student retention programs for Higher Education. Learn to create suspects & prospects in CRM, create audiences & more.

Learn To:

• Build a recruitment campaign.
• Build retention campaign.
• Support recruitment events with CRM.

During this course, you'll also be given an overview of recruitment structures, 360-degree views and Service Center for Higher Education.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Functional Implementer
• Project Manager
• Technical Administrator
• End Users
• Technical Consultant

Course Topics Developing a Recruitment Program

• Creating suspects and prospects in CRM
• Loading test scores into CRM via Campus Solutions
• Building audiences for student recruitment purposes
• Building dialogues for student recruitment purposes
• Building Web and email documents for student recruiting purposes
• Creating events in CRM for student recruitment purposes

Working with a Student Recruitment Structure

• Creating territory trees
• Configuring assignment criteria
• Publishing academic information changes
• Creating sales leads
• Converting leads to opportunities
• Assigning leads to recruiters
• Monitoring recruitment activity

Developing a Retention Program

• Defining an At-Risk student
• Creating surveys for retention purposes
• Creating newsletters for retention purposes

Working with Service Center for Higher Education Working with 360-Degree View
Course Objectives

• Develop a retention program
• Develop a recruitment program
• Create suspects and prospects in CRM
• Market to suspects and prospects
• Assign leads to recruiters
• Monitor recruitment activity
• Import suspects and prospects
• Load test scores into CRM
• Build audiences in CRM
• Build dialogues in CRM
• Create a territory tree
• Assign leads to recruiters
• View the opportunity pipeline
• View a recruitment forecast