CRM Customization and Enhancement
YOUR CHALLENGES:
Prospective clients often come to us with ideas for customizing their CRM platforms, but often aren’t quite ready to ‘jump-in’. As a technology-agnostic firm with experience working with a wide variety of tools, we are a highly-adaptable team invested in co-creating solutions to optimize an existing CRM.
OUR APPROACH:
We first take time to understand the landscape and broader ecosystem of your CRM. By keeping an eye on the latest innovations in higher education technology, our team of skilled technical developers is well-equipped to assist you in building customized solutions to both give you access to, and help you manage the data you need to make informed strategic decisions that will take your recruitment and student success initiatives to the next level.
Technology Services
Our work in this area includes:
Dual-Enrollment- Financial Aid
- One-Stop Student Service Function
- Degree Pathing
- Disability Services Support
- Extended or Expanded Integrations
- Workforce Development
- Portal Development and Configuration
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Connect with Us
George Mason University
Kennedy & Company has worked together with George Mason, a public, comprehensive, research university with 250+ Salesforce users, over several phases of its Salesforce implementation to expand the development and adoption of the TargetX/Salesforce CRM across campus. We implemented the TargetX Recruitment Suite for graduate admissions on the Salesforce platform, which included a custom application and application review processes for nine different academic units. We have also worked with several colleges and schools within the university to design and build strategic communication plans within the CRM utilizing to support new, and current student communication. Furthermore, we served as the technical Salesforce implementation partner to support their one-stop Student Services Center, including case management across multiple student services offices, a Knowledge/FAQ database, and end-user training.
Clark University
Kennedy & Company partnered with Clark University to reimplement Slate as a full marketing and admissions tool that meets the needs of both departments. We designed the data architecture and workflows in Slate to support the initial migration of nurturing efforts from HubSpot to Slate, enabling them to subsequently transition inquiry management in-house and away from Inside Track (OPM vendor). Leveraging Slate functionality, we assisted with inquiry outreach and deployed specific calls to action within the inquiry phase to build affinity and increase touch points with new leads while also working to automate their inquiry workflows and communications.
