NACAC 2015

1. Session D4:
Reviewing the Best Practices in Selecting,
Implementing, and Utilizing CRM Software
Friday, October 3, 1:30 pm

2. What to Expect When You’re Expecting a CRM

3. What to Expect When You’re Expecting a CRM
Teege Mettille
Executive Director of Admissions, Northland College
Lisa Przekop
Director of Admissions, University of California, Santa Barbara
Andrea Moore
CRM Administrator, Saint Mary’s University of Minnesota
Nathan Ament
former Assistant Vice President for Admissions, Saint Mary’s University of Minnesota
(now at TargetX)

4. What to Expect When You’re Expecting a CRM
Topics to address
• Assessing your needs – do I really need a
CRM?
• Shopping around – with so many choices, how
do I narrow the field?
• Selecting and Negotiating – which one is right,
and at what cost?
• Implementing – how rough is this going to be?
• Post Implementation – how do we actually use
this thing?

6. What to Expect When You’re Expecting a CRM
Assessing your needs
• Be open to the answer being no. Or yes.
• Evaluate your existing staff first.

7. What to Expect When You’re Expecting a CRM
Shopping around
• There’s more than you know

8. What to Expect When You’re Expecting a CRM
Selecting and Negotiating
• Look for fit

9. What to Expect When You’re Expecting a CRM
Implementing
• Create an internal readiness plan to
assist with implementation
• Have a toolkit to assist with
implementation
• Gain insights on practices to adopt
and those to avoid when launching
your CRM

10. What to Expect When You’re Expecting a CRM
After Implementation
• When it’s up and running, you’
re still not done
• The CRM won’t fix everything
• New processes and
procedures