The Unfulfilled Promise of CRM: A One-of-a-Kind Event
On Wednesday, November 16, Tambellini Group hosted a one-of-a-kind event for institutions and organizations interested in CRM (constituent relationship management) in higher education. Tambellini’s Higher Education Summit: CRM Systems brought together top strategic executives from Microsoft, Salesforce, and Technolutions for a candid discussion among competing solution providers and market leaders. Panelists for the event included The […]
Tambellini’s Higher Education Summit Series: CRM Systems
Tambellini’s research has shown that student success, employment opportunities, and career outcomes are positively impacted as institutions strive to meet learners where they are in their educational journey. For years, CRM solutions have promised that they can fulfill the needs of each institution and its constituents Watch as Tambellini asks top executives from Microsoft, Salesforce, […]
Why Strategic Alignment Matters More Than Budget Size
An Interview with Karen Boudreau-Shea, Vice President, Advisory Services The impact of financial strains is top of mind for higher education technology stakeholders: Respondents to Campus Technology’s 2022 Digital Transformation Survey cited “budget restrictions” as the top obstacle thwarting their progress toward digital transformation, and 41 percent of respondents to Educause’s 2021 Dx QuickPoll cited […]
Community Discussion Webinar: Advancement CRM Selection Readiness
Over the past 18 months, there has been a significant increase in institutions making advancement CRM selections in an effort to replace legacy systems and support modern constituent requirements. These requirements include personalized communications, collaboration across gift officers, support for mobile and social, digital marketing, and more. Since advancement CRMs are complex systems and can […]
Promoting Student Success With Digital Transformation
Digital transformation (Dx) is a relatively new and somewhat fraught concept for higher education. Dx in higher education leverages technological innovation to produce shifts in the institutional culture and workforce to generate operational efficiencies, realize cost savings, and improve the institutional value proposition. Despite the potential benefits, higher education institutions are finding it difficult to […]
5 Key Themes for the Enterprise CRM Journey
In the early days of constituent relationships management (CRM), most use cases were highly departmentalized and served a single function. Recruitment and Admissions CRMs and Service Management CRMs (i.e., IT helpdesk) were among the most popular implementations. However, Tambellini’s research shows a mindset shift toward the bigger picture in higher education. Enterprise CRMs (ECRMs) are […]
Five Things Higher Ed Leaders Should Know About CRMs
In the last decade, constituent relationship management (CRM) has grown exponentially in both capability and user adoption across higher education. The market is progressing from primarily departmental to enterprise CRM, which requires deeper forethought for institutions, especially during selection and implementation. Higher education leaders considering a shift in their campus CRM strategy should keep the […]
Financial Aid Needs More IT Support
It is no secret that financial aid is foundational to the relationship between an institution and students. Financial aid packages are one of the core factors that students and families use when deciding where to enroll. In today’s increasingly competitive enrollment environment, institutions face even more pressure to elevate the student financial aid experience and […]
What Higher Ed CIOs Should Know About Preferred Names and Pronouns
Preferred name and pronoun use has been on higher education’s radar for a while now, but interest—particularly in technology support—has increased in the last several years.1 Many of today’s students use preferred names exclusively across public and private settings. Although their reasons vary, the practice is closely associated with transitions in gender identity. Gender-neutral pronoun […]
Enterprise CRM: Should I Care?
Summary In higher education, CRM technology has traditionally been scattered across multiple functional areas for multiple purposes. For a few institutions, looking at CRM more holistically has become an imperative. Why? Should you take this approach? It is not right for every campus, as it can cause unnecessary complications. But for some institutions, the alignment […]
