CRM Support, Coaching & Training

In today’s dynamic higher education landscape, having a fully-functional CRM is not just a necessity; it’s a strategic advantage. A well-integrated CRM empowers teams, fosters collaboration, and maximizes the tool’s potential. Your current knowledge of your CRM, unique use cases and data structure all necessitate a highly personalized training experience. Our promise is to make technology adoption feel as seamless and rewarding as possible by focusing on the outcomes.

YOUR CHALLENGES:

Every institution’s technology adoption journey looks a little different. Whether you’re looking for refresher training for your team, assistance maintaining your CRM, or guidance on optimizing the tool for end users, Kennedy & Company can help provide the tailored experience you need to feel confident.

OUR APPROACH:

We take a client-first approach to understand the current state of the CRM tool and how it is being used by assessing CRM functionality, functional and end user adoption levels, and prioritizing tasks for optimal performance. Our commitment is not just to show users ‘the way’ around their CRM, but to transfer knowledge and ownership of the tool, empowering your team to strategically manage and navigate the CRM landscape with confidence. Through live training, tailored documentation, and customized videos, we ensure a smooth integration that aligns with your unique needs.
Products and Vendors We Support 

OUR CRM SUPPORT, COACHING & TRAINING SERVICES INCLUDE:

  • General, Ongoing CRM Support
  • Staff and Faculty Training & Accountability for Adoption
  • Coaching New CRM Administrators for Technology, Leadership & Higher Education Environments
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Our Work, Your Success

Technolutions Slate CRM Implementation
University-of-Toronto
Kennedy & Company partnered with the School of Graduate Studies (SGS) at the University of Toronto, a public, research university with 2,000+ users at three campuses, to implement a Technolutions Slate CRM for their online application review processes. To meet the school’s needs, we configured a single, shared online application that accommodates separate deadlines for over 200 programs, contains program-specific customizations within the application, and allows every department to have program-level checklist items. We customized the application review workflow at the department level, resulting in 80+ unique review processes. We also created a custom Reader dashboard that conditionally displays relevant data for administrative and faculty reviewers to see student and application information at a glance.

Kennedy & Company served as the full-time CRM administrator until this position was filled by SGS, at which point we trained the new admin on the system’s customizations. To facilitate a good department administrator experience with service turnaround times and responses, we developed a robust ticketing support system fully contained within Slate allowing Kennedy & Company to be notified of a request, delegate responsibility, and provide continuous feedback and resolution to the department administrators/end users. This service ticket model is currently still in use today.

Relevant Services: Implementation, CRM Support, Coaching & Training

Examples of Technology Services Clients

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