We’ve all heard the adage - “begin with the end in mind” (one of Stephen Covey’s 7 Habits of Highly Effective People) - but how does the work that you and your institution do with your CRM abide by this crucial principle?  

The winding and unscripted conversation that host’s Mickey and Jamie have this week with guest Rich Kochman highlights the intricate level of detail that is required to design and implement the right system, in the right way, in order to get to a meaningful end. There are SO MANY rich moments in the conversation from a seasoned marketing professional who started as an analyst. 

Highlights of the episode include conversation about the:

• Optimal use of your team's time to accomplish all the things needed for your process,
• Understanding how to create a system that you manage versus implementing a system that manages us,
• Assessing and leveraging the necessary human skills that are required make your enrollment operation successful (read: it’s NOT all about the tech!)

The conversation with Rich is rich (#dadjoke anyone?).  The conversation is organic and meaningful…and really covers the spectrum of how humans (your team) and machine (your CRM software) need to work together to get to your goal! You won’t want to skip this episode! 

This episode is brought to you by our friends at DD Agency:

DD Agency is a higher ed-specific marketing technology agency that has conducted countless SEO Audits for colleges and universities across the country. 

In these audits, they detail where you currently rank, what you could be ranking for, exactly how copy should be tweaked on website pages, and much more. 

If this sounds like something you could benefit from, give those folks a ping and be sure to mention that Enrollify sent you to claim a 10% discount on any of their SEO offerings. 

Head on over to enrollify.org/ddaseo, or simply follow the link in the show notes below…that will guarantee you get a 10% discount off of your audit. 

About the Enrollify Podcast Network

CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!  

Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Tony Fraga, Corynn Myers, Jamie Gleason and many more. 

Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours! 

If you ask 10 Higher Education Admissions and Marketing Team members if their CRM was well implemented including all the experiences that go along with that, chances are you’ll get 10 different assessments and opinions of the experience - even if they all work at the same institution. 

Dan Shanley - a colleague of Mickey’s at Kennedy & Co has lived that experience over and over as a tech implementation manager – but he has similar lived experience on the institution side.  And he has done this more than once at more than one institution.  Jamie and Mickey use this episode to learn from his experience in order to better understand “what is needed to best implement your CRM.” 

The guest, Dan, gives AMAZING insight about asking the end-user and the institution doing its homework before the implementation even begins. And, plot spoiler, Dan thinks that many schools need to do more digging and ask more questions before they are “on-the-clock” with the CRM vendor.  

If your institution or team is implementing a CRM or thinking about getting a new or next CRM, this episode is for you!  

This episode is brought to you by our friends at DD Agency:

DD Agency is a higher ed-specific marketing technology agency that has conducted countless SEO Audits for colleges and universities across the country. 

In these audits, they detail where you currently rank, what you could be ranking for, exactly how copy should be tweaked on website pages, and much more. 

If this sounds like something you could benefit from, give those folks a ping and be sure to mention that Enrollify sent you to claim a 10% discount on any of their SEO offerings. 

Head on over to enrollify.org/ddaseo, or simply follow the link in the show notes below…that will guarantee you get a 10% discount off of your audit. 

About the Enrollify Podcast Network

CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!  

Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Tony Fraga, Corynn Myers, Jamie Gleason and many more. 

Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours! 

In today’s environment, almost every institution has a functioning CRM. But in most cases, there are supplemental items that need to be added to the CRM in order to meet all the technology needs of a given campus.  Does any of this sound familiar? 

In this episode, Dr. Terricita Sass connects with Mickey and Jamie to provide insight on the very practical matters related to technology on the campuses that she has been involved with.  Specifically, she addresses the following areas:

• What does data governance look like on her current campus?
• How is new technology introduced (software that supplements the CRM tech stack)?
• Which departments are involved in the process of data governance - how far into the student experience does that go?

Dr. Sass provides an amazing perspective response to some of the governance questions that MOST EVERY institution needs to grapple with. She has shepherded a process on campus that many can learn from!  

This episode is INVALUABLE with relevant content that sits at the NEXUS of high tech and high touch!  

You can’t afford to not listen to this one - you’ll walk away with some practical and theoretical takeaways! 

CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!  

Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jamie Gleason and many more. 

Learn more about

 The Enrollify Podcast Network

 at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!