Is your CRM ready for an audit?

Join us Thursday, February 25 - 12:00PM Eastern

Has the past year caused you to look more critically at the tools you use to connect with students and improve operations around admissions and recruitment at your institution? Do you have a CRM that is underutilized?

At Kennedy & Company, we see CRM systems as tools that should be in a 'constant state of implementation.' As your enrollment strategies shift, or become more advanced, so too should the functionality within your CRM. 

If your CRM needs that next-level innovation, or your team needs to better adopt the features and functionality in your CRM, then please join us February 25th at 12:00 pm EDT for a 45 minute webinar session with Mickey Baines and Lauren Arimoto. 
We will 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
Please note seats for the webinar are limited and available on a first come, first served basis. If you are interested, secure your spot today.