JRM. Jenzabar Recruitment Manager

Transcription

1 JRM Jenzabar Recruitment Manager 1

2 Why CRM for Higher Education Most institutions have invested significant money in data systems and have many databases. They often find, though, that accessing, analyzing, and delivering the data and turning it into usable information can become prohibitively expensive and time-consuming. 1 Beckett and McComb s observation reflects the unanimous experience of higher education administrators particularly those of us involved in recruiting and admissions. While student information systems have significantly helped improve the administration of institutions, unfortunately it can fall short of managing the unique day-to-day intricate tasks of recruitment. Today more than ever before, with a tough economic climate coupled with our culture s demands for individual expression and social interaction, recruiters need to do considerably more with a lot less. They need a better way, an easier way, to access and use data to find the right students for their institution. Constituent Recruitment Management (CRM) provides the winning solution to this dilemma, as Gary B. Grant and Greg Anderson explained in an EDUCAUSE and NACUBO publication. CRM goes several steps further than ERP by helping institutions maximize their customer-centric resources The use of CRM applications can lead to improved customer responsiveness and a more comprehensive view of the entire cradle-to-grave customer life cycle. CRM solutions that tie directly into ERP systems are particularly powerful because institutions can take customers through a closed-looped set of well-defined steps and processes to satisfy their needs. 2 1 Beckett & McComb White Paper Increase Enrollment, Retention, and Student Success. Best Practices for Information Delivery and Strategic Alignment 2 2 Copyright 2002 Jossey-Bass Inc. Published by Jossey-Bass, A Wiley Company

3 Introducing Jenzabar Recruitment Manager Built on the world s leading CRM platform, Salesforce.com, Jenzabar Recruitment Manager (JRM) improves efficiencies throughout the recruitment process managing lists, developing and sending personal communications, monitoring progress, capturing and updating information, creating and managing events giving recruiters the time they need to find the right students. We ve combined Salesforce s award-winning functionality, proven integration, point-and-click customization, and 97 percent customer satisfaction rating with our own strong track record as a leading higher education software and services provider. Creating a winning combination JRM. Added Advantages In addition to the world s best CRM platform, Salesforce offers other benefits including multi-tenant architecture and a unique AppExchange that provides a thousand add-on applications you can install in minutes to enhance the capabilities of your JRM everything from live videoconferencing to computer-telephony integration to tracking social media activity. 3

4 Bringing Recruitment to the Cloud Most of us already live in the cloud and have no idea. We bank online, store photos on Flickr, have Amazon accounts, and regularly check our webmail. Businesses have long understood the power of automation, and cloud computing enables increased efficiency and more individualized interaction with customers or in our case prospects, students, parents, faculty, and alumni. The cloud allows you to perform your computing tasks online anytime, anywhere. You don t need to rely on software, hard drives, servers, and other components that are costly, unwieldy, and inefficient. You don t even need to bother your IT department. Cloud computing has altered the way companies do business and consumers live their lives. Most prospective students already live in the cloud. It s time we join them, don t you think? Imagine having all the data you need on the students you re recruiting at your fingertips and at a moment s notice. You can access a student s application from the road on your laptop and tell her how much you like her essay. Or update a prospect s profile on your cellphone while chatting with him at a college fair table. That s the magic of CRM combined with cloud computing. That s JRM. Nothing but the Best JRM works on the world s leading cloud platform that of Salesforce.com. Winner of CRM Markets Award 2009 for Enterprise, Mid-Market and Small Business Suites and CODiE Award Winner for Best Business Software Solution, Salesforce is credited with revolutionizing the way organizations communicate and collaborate with their customers and prospects all through the cloud. 4

5 The Importance of Integration Jenzabar wants to help you make the most of JRM by providing tight, seamless integration with your Jenzabar enterprise resource planning solution, other ERPs or SIS systems. It s hard to generalize about admissions officers, but one thing we all seem to agree on is the difficulty of working with multiple vendors. Dartmouth College s Joshua Kim recently blogged (4/10/11) that higher education buyers like their platforms to be integrated, and prefer to deal with as few vendors as possible. He s absolutely right. Jenzabar understands the challenge you face if you re using a variety of tools from different companies. That s why we re not just concerned with seamless integration with your SIS; we ve also pulled together leading solutions in such areas as data integration and document generation. We chose Informatica to ensure the highest data-integrity and Conga to merge information from your database into letters, labels or envelopes. Our partners provide critical add-ons to make the JRM more powerful and effective. And the best part is, we all work together so you can partner with just one vendor. 5

6 This is the JRM homepage your starting point for real-time, ondemand information on prospects, applicants, schools, touch-points, tasks and more, and the gateway to some of the industry s most powerful communication tools 6

7 Prospects can enter their information into a branded, customized inquiry form, and their records are immediately available to you in JRM. Here are two examples of highlevel reports quick snapshots that can be expanded upon through the Reports tab. The first view represents a school s enrollment history; the second highlights a prospective student s and event histories. 7

8 JRM features one of the most powerful communication tools in higher education. This campaign builder allows you to create cascading tracks that depend on prospects information and response to earlier messages. One of the biggest benefits of the JRM is the events interface where students can search and register for interviews, campus tours, open houses and other events, you re hosting. 8

9 The customizable online application is easy for students to use. Among the features they like are a checklist of admissions requirements and the ability to track their progress. With the report builder, you can create and customize reports based on virtually any field in the system. And you can do so in just minutes. 9

10 The A-to-Z of JRM 50 Reasons to love Jenzabar Recruitment Manager INTEGRATED From two-way exchange with your student information system to complete integration with our relationship-building tools, the days of moving data from one vendor to another are over: 1 Communication Tools: Salesforce s industry leading broadcasting, event management and online chat tools are seamlessly integrated into JRM. 2 Conga Merge: Use this application to merge information from your database into letters, labels or envelopes. 3 Informatica: This option provides automated two way data loads. Easily import SAT/ACT/ GRE, Common App, etc. FLEXIBLE 4 Fields: Create fields in specific formats, including Date, Currency, , Formula, Picklists and free-form Text areas. 5 Workflows: Automate processes to increase efficiency and accuracy within your office. 6 Interface: Customize what you see in the application, including different dashboards, page layouts, and views for each user profile. EXPANDABLE With over 1,000 add-on applications, you can add capabilities as your needs grow: 7 Force.com AppExchange: Instead of dedicating time and resources to build an application in-house, you can easily install one from the Force.com site, customize it for your needs and be up and running in a matter of minutes. 10

11 MOBILE Because JRM is built on the Force.com platform, it s available anytime, anywhere: 8 Web Based: Access your JRM account from any computer with an Internet connection. 9 Mobile Device: Login, access, modify, and update JRM using your iphone, Blackberry or similar device. 10 Offline Edition: Windows users can access their data without an Internet connection and later sync to their JRM. CRM COMPONENTS 11 Report: Use any of the over 150 included reports or create your own custom reports with an easy-to-follow drag and drop interface. 12 Dashboards: Create graphical views of any report and display them on your JRM homepage. 13 Hover Details: View details of a record throughout the application by hovering your mouse pointer over the item. The information in the hover box can be customized and will help cut down the number of clicks needed to navigate JRM. 14 Tasks: Create tasks for users that can be manually entered or triggered from customized workflows 15 Calendar: JRM keeps your admissions team s calendars synchronized making meeting and appointment management easy. 16 Documents: Store personal and public documents in folders that can be shared with other users. JRM SIDEBAR The JRM Sidebar will follow you from page to page always giving you access to the following: 17 Search: The powerful JRM search function will return any students, schools, tasks, reports, broadcast or notes that match your search. 18 Quick Create: Allows you to jump right into the process for creating Students, Schools, Reports, Events, etc. 19 Recent Items: Shows you the 10 most recent items you have viewed and allows you to return to those items with a click Students can view their progress through the application process in their personal online application, including the status of recommendations, transcripts, test scores, and even their decision status. 11

12 STUDENTS TAB Contains all of a students information in a convenient, customizable view: 20 Student Detail: All information is available on one page. 21 Student History: Shows any changes made to the student s record. 22 Activities: Any contact with the student can be tracked as an activity to maximize your communication plan. 23 Activity Report: Shows campaigns that the student has received. It also shows if the was viewed, interacted with, forwarded or if the student opted out of future s. 24 Notes: Make notations on a student s record or attach files. 25 Tests: Shows the student s standardized test scores. 26 Enrollment History: View the student s past enrollment history. 27 Extracurricular Activities: Lists the extracurricular activities that students participate in. 28 Essays: Attach any essays submitted by students to their record. 29 Family Relationships: Provides simple view of the student s family relationships. 30 Financial Aid: A quick view of the student s financial aid information. SCHOOLS TAB Contains all of a school s information in a convenient, customizable view: 31 School Detail: All information about a school is available on one page. 32 Students: Lists any students from the school who are currently in your database. 33 Activities: Any visits to the school or contact with students from the school can be viewed and created here. 34 Staff: Create records for the school s staff members that can be viewed here. 35 Notes: Any notes attached to the records of students at this school can be viewed here. 36 NCES Demographics: Displays the school s data as provided by the Nation Center for Education Statistics. Customizable dashboards generate graphical views of any report and display them on your JRM homepage 12

13 CAMPAIGNS Create effective campaign using JRM s industry leading broadcasting tool: 37 Content: Upload images, create letterheads, design templates and save them for use in future campaigns. 38 Templates: Choose from different template layouts to make creating your message easy. 39 Merge Fields: Merge any custom or standard fields from your database into your s to give them a personal touch. 40 Campaign: Use the Campaign Wizard to schedule campaigns or modify existing campaigns. 41 Query Students: Select which students receive your messages by querying your database on any combination of fields or even their past campaign history. 42 Automate Campaigns: Set campaigns to go out immediately, daily, weekly, monthly, or save them for future use. 43 Campaign Intelligence: View information related to your campaigns through our Campaign Intelligence Report. 44 Broadcast: Selecting a recent broadcast will show you broadcast statistics and an Intelligence Report for that specific broadcast. ONLINE APPLICATION As part of the integrated student interface available with the JRM, we ve designed a customizable online application system that s also easy for your applicants to complete: 45 My Profile: Students can create and maintain a profile that contains any information you would like to capture. 46 My Applications: Students can work on their online application and save their progress. Once their application is complete, they may submit it with the click of a button. 47 Full Tracking: Students can view their progress through the application process, including the status or recommendations, transcripts, test scores, and even their decision status. EVENTS MANAGER Our Events Plus tool allows prospective students to customize their campus visit online, schedule interviews and tours, and sign up for open houses and receptions: 48 Featured Events: Any events you would like to feature will be displayed prominently at the top of the page. 49 Event Scheduler: An interactive calendar allows students to search for events within a specific date range. 50 Online Event Registration: Students may register for any events easily and quickly right from this page. 13

14 Jenzabar Recruitment Manager Here s a summary of what you get when you choose the Jenzabar Recruitment Manager: The mobility that comes from a cloud-based system, allowing you to access everything you need anytime, anywhere via your laptop, cellphone or ipad. Enormous improvements in efficiency not only in terms of time and resources, but also the efficiencies gained from going with a single-source vendor for so many different recruitment activities. An integrated online chat and event tool. Unlimited broadcasting. The ability to customize in minutes such as adding your own fields or building your own reports. The ability to easily expand features as your needs grow. An online inquiry form that sends student-provided data right into JRM. Greater data security. Real-time reporting and dashboards. JRM Events feature which also allows prospective students to manage their events. Jenzabar s unique and in-depth experience in the world of higher education. In addition, you can add other services and capabilities, including: JRM Online Application a fully-integrated online student application The famous AppExchange from Salesforce that offers more than 1,000 add-on applications that you can install in minutes to enhance your JRM. For more information contact Jenzabar at or visit 14

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16 Corporate Headquarters: 101 Huntington Avenue, Suite 2200 Boston, MA tel: web: Jenzabar, Inc. All rights reserved. Jenzabar is a registered trademark of Jenzabar, Inc. The Jenzabar logo is a trademark of Jenzabar, Inc. All other product and company names referenced in this document not owned by Jenzabar are used for identifi cation purposes only and may be trademarks of their respective owners. 16