Auditing Your CRM: How to Get the Most Out of Your Existing Systems

Here we look at the foundational must-have practices that allow teams to improve the use of their CRM and provide a framework for prioritizing new ideas to enhance your system’s capabilities. We will take you through K&Co’s CRM audit process to help you evaluate your own system and develop your own plan for growth and improvement.

Sample topics we will cover include:

  • Planning for strategic use of workflows and automations
  • Managing user profiles and security settings
  • Assessing data health and maintenance
  • Incorporating routine operational practices
  • Communicating with prospective students
  • Managing events in the CRM
  • Reporting for recruitment & admissions
  • Short Q&A from participants

 

Webinar by:

Lauren Arimoto of Kennedy & Company.