Whether you’re cognizant of your CRM challenges or still discovering them, one thing is certain– the need for a seamless and effective CRM system. A CRM audit is a great place to start. At Kennedy & Company, we understand the challenges faced by academic institutions, and our proficiency lies in refining CRM strategies to cater to the demand for a more personalized student experience.
YOUR CHALLENGES:
Feeling unsure and unsatisfied with the current state of your CRM tool? Our clients often approach us because they are uncertain how to identify and or prioritize their CRM needs while acknowledging what isn’t working. Our team is here to address these challenges.
OUR APPROACH:
We begin by meticulously exploring the functionality of your CRM and understanding how your CRM’s current functionality is or is not enabling you to meet the needs of the students you serve. We investigate issues ranging from data accuracy, operational gaps, training deficiencies, skill mismatches – some of our most common findings– and more. In our process, we maintain a student-centric approach, working hard to understand the functional use cases and the experiences clients provide for each of their student populations, as well as for their staff users of the CRM.
OUR AUDIT SERVICES INCLUDE:
- Technology Audit for Function & Efficiency
- Technology and Operational Alignment
- Adoption and Staff Usage Review and Assessment
- Department/Function Process Assessment & Redesign
- Roadmap and CRM Growth Prioritization
