Guides
09/29/2017

Selecting a CRM for a Higher Education Institution: Five Questions to Ask

Why Read This Report

This report examines selecting a CRM—constituent relationship management —for a higher education institution. To be successful, institutions must deliver personalized constituent service with a modern, engaging user experience. This is imperative not only for student recruitment and retention goals, but also to remain engaged with alumni and the community, and to attract and retain expert faculty and quality staff. However, the complexity of CRM alternatives in higher education has many institutions puzzled. With this report, The Tambellini Group offers guidance to navigate this multifaceted CRM landscape—including insight into five important questions to ask when evaluating a CRM strategy—in order to help institutions determine their best strategic direction.

Key Questions Answered

  • How do I determine whether a departmental or enterprise CRM model is best for my institution?
  • Which vendors are the best fit for each of these models?
  • What key issues do I need to be aware of when evaluating a CRM solution for my campus?
  • What decisions are leading institutions making when it comes to CRM?
  • How do I help my institution determine its best strategic path?

Report Features

  • Download complimentary Executive Summary.
  • Authors: Vicki Tambellini, President and CEO, The Tambellini Group, and Mary McDaniel, Chief Marketing Officer, The Tambellini Group
  • Report Length: 27 pages.
  • Report Availability: September 2017.

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Tambellini members enjoy direct access to the industry’s top analysts, premium reports as well as an array of research data, analytics, and advisory services. Our unbiased reports, white papers, guides, case studies, and vendor profiles provide critical information on current technology trends, strategic thinking, and market scrutiny to aid our clients in aligning resources and strategies to achieve their ultimate goals and objectives.

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Tambellini offers research, analyst, and advisory services with an exclusive focus on higher education. Regardless of organization type, size, or budget, Tambellini can tailor membership services to uniquely fit your needs. To become a member, contact Client Services or visit Our Services page.



Table of Contents

  1. Acknowledgements
  2. Terms of Use
  3. Disclaimer
  4. Executive Summary
  5. CRM Definition
  6. How Do I Determine Whether a Departmental or Enterprise CRM Model Is Best for My Institution?
  7. Which Vendors Are the Best Fit for Each of These Models?
  8. What Key Issues Do I Need to Be Aware of When Evaluating a CRM Solution for My Campus?
  9. What Decisions Are Leading Institutions Making When It Comes to CRM?
  10. How Do I Help My Institution Determine Its Best Strategic Path?
  11. Conclusion
  12. Methodology
  13. Appendix
  14. About the Authors
  15. About The Tambellini Group
  16. Other Available Reports

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