Technology Enhancement and Customization

Institutions with better data are able to better serve students. Having well-functioning technology to manage operations, recruit and connect with students is and will continue to be a key differentiator for colleges and universities, but in order to get better data and continue to stay ahead of the curve, technology customization is key.

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.
Products and Vendors We Support 

OUR CUSTOMIZATION SERVICES INCLUDE:

  • Dual-Enrollment
  • Financial Aid
  • One-Stop Student Service Function
  • Degree Pathing
  • Disability Services Support
  • Extended or Expanded Integrations
  • Workforce Development
  • Portal Development and Configuration for:
  • Prospective and Current Students
  • Staff Users
  • High School Counselors
  • International Agents
  • Alumni
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Our Work, Your Success

Technolutions Slate CRM Marketing and Admissions Implementation
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.

While helping synchronize Marketing and Admission operations, we also completed data clean up, assessed field prompt usage, rebuilt inquiry forms, implemented two multi-message email campaigns, built a prospect scoring model, and rebuilt their origin source reporting within Slate. We held 15+ training sessions, and provided Clark with training resources and documentation that allows them to support the future growth of Slate as a full marketing and admissions solution.

Relevant Services: Technology Enhancement and Customization, Marketing and Communication Strategy, CRM Implementation, Enrollment Operations Audit, CRM Support, Coaching & Training

TargetX/Salesforce CRM Implementation
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.

With input from George Mason leadership, we helped them create and adopt a Lifecycle CRM. We helped them create and adopt a Lifecycle CRM system with related technologies in the new Student Services Center and in additional student-facing functions across the university. We also worked with them to expand initiation programming to encompass the entire first year of study for freshmen, transfer, and masters students by identifying key elements for a unified web portal and mobile-enabled access for essential university business and critical student communication. With these foundational pieces in place, we were able to help George Mason design a new model of case management and student support through a Success Coaching model and Academic Learning Communities.

Relevant Services: Implementation, Customization, Marketing and Communication Strategy, CRM and Enrollment Operation Audit and Assessment, CRM Support, Coaching, & Training

Examples of Technology Services Clients

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