"What types of #data would you add to my #CRM to help improve our #EarlyAlert Action Plans?"
A long-time friend sent that question to me. So I highlighted 5 points of data (PLUS one bonus point!). These are pieces of data that may not already live in your CRM, but are also not hard to find and implement.
I've included data about:
- past due dates
- visits to academic support and to student success
- student success communication engagement
- show rates for appointments
- chatbot usage
- and the bonus (you have to watch or listen for this one!)
In addition, I have shared examples of how to use the data for your action plans. These are 101-level examples, that are not common uses for our 101-level clients.
Incorporating these points into your action plans can begin the transition from reactive to proactive action plans.
__________
Mickey Baines is the host of CRMprov, and a Partner at Kennedy & Company. He has over 25 years of experience working directly in and consulting with higher education institutions. He has worked with almost 200 institutions, supporting various enrollment and student success initiatives, including the selection, implementation and adoption of CRM technology to support his clients' strategies to grow.
CRMprov is a podcast focused on the ways CRM can be better utilized in #highereducation. The content for this show is chosen to help higher ed leaders and CRM end-users and functional owners better understand how to increase use and ROI among their team or across campus. Topics for this show range from enhancing student connection through context and data, third party tools that can improve a student's experience, using AI to predict student actions, prioritizing opportunities for growth within CRM and building plans and strategies or digital and campus transformations.
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