Process & Systems

Let us Check Your Boxes

Client Relationship Management Systems (CRM)

I’m at the point where my team is in place, and I’m ready to move forward…how do I make sure we’re taking an organized approach with our education partner records – whether they’re a prospective or current partner?
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To properly service both prospective and existing accounts, a Client Relationship Management System (CRM) is absolutely necessary. This may seem like corporate world / business jargon, but we’ll bet that your academic institution utilizes a form of “CRM” already, for tracking all of your students. Right? Maybe it’s called something different, but the fact of the matter is, when you initiate any type of Outreach Department within your institution, tracking all activity for all prospective and current partners becomes crucial to building successes. Furthermore, CRMs support proper customer service to your partner by documenting and archiving all activity within an account. This means that all employees with CRM access are able to review the account history and documentation in real time (and add their own updates as they occur). edugrowers is proficient in the establishing – and subsequent training – of a CRM system. We’ll help you implement this one-stop shop to keep you organized and on track as your team grows.

Metrics and Measures

It’s a given that every team needs to have a system for tracking personnel success; where do I start with a brand-new department?
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Although perhaps not the most pleasant project to undertake, you’ve got to implement metrics and quantifiable measurements in order to objectively measure aspects of team success. Standardized metrics help to avoid ambiguity or subjectivity of an expected outcome. Such measurements are clear and concise, and can be associated with daily, weekly, monthly, quarterly, or yearly goals. Helping managers and employees to understand the benefits of metric measures – and how they are used to attain a common goal – is critical in an organization’s drive to tangible and desired results. Our group is especially proficient in establishing such measurements within educational institutions…let us show you how!

Reporting

So…how do we then go about capturing data – from enrollment increases to employee performance to partnership wins – in report formats?
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It’s no secret that reporting is essential to tracking and measuring desired outcomes versus actual outcomes. Capturing such black and white information is critical to helping your institution track activity in the present; compare against yearly goals; and then make appropriate adjustments to get back on track. edugrowers will show you how monitoring daily, weekly, quarterly, and yearly results can also help to identify bottlenecks in a process, which can be addressed to help move business forward.