The goal of the CRM
is to utilize the Salesforce platform via TargetX to help create a strategic enrollment
management plan by allowing stakeholders to track, communicated and engage with
students throughout their prospective student journey.
Here are the steps to achieve our goal:
define recruitment territories using Group Assignments
who will nurture students through the prospective student journey, and build
group assignments within TargetX.
2. Determine how students will enter the CRM
an outward facing “request information” form to gather student data from the
DMACC homepage with a mobile-first design.
a strategic communication plan
recruitment events within the CRM
students to easily register for events using a mobile-first design
what data, reports and dashboards need to be created in order to provide prospective
student information to key stakeholders.