Q&A for RFP #6060 Enterprise Customer Relationship Management and Admissions Application



Similar documents
An Overview of the University of Derby s CRM Implementation

Purchasing Bids & Contracts Request for Proposal For Constituent Relationship Management System RFP NO.2016P102

What is CRM and why use it in Education? 7 April 2014

CONSTITUENT RELATIONSHIP MANAGEMENT: PEOPLESOFT CRM 9.1 FOR HIGHER EDUCATION

S prin g Higher Education Enrollment CRMs. Some assembly required?

Admissions Marketing Plan Assessments

ACT Enrollment Planners Conference

Office for Finance and Administration Treasurer s Division Materials Management Purchasing Department

How do US Universities Manage and Succeed in the Recruitment of Students?

Graduating CRM Beyond Pipeline Management CRM

Are you on track for your competitive advantage?

JENZABAR RECRUITMENT. A CRM Tailored to Your Needs JENZABAR RECRUITMENT

RFP# BPK SALESFORCE CRM SOFTWARE CONSULTING, PROGRAMMING & TRAINING VENDOR QUESTIONS/ANSWERS

ADDENDUM 1 TO REQUEST FOR PROPOSAL #626-DC GRADUATE COLLEGE ONLINE APPLICATION AND CRM SYSTEM

Impact Radius lowers lead cost under $4 by increasing conversions by 59% and content consumption by 188% in minutes!

David Fowler, Chief Privacy and Deliverability Officer of Act-On and. Business Integrated LLC.

EPiServer Connect for Marketing Automation

10 Tips For Lead Management

Marketing Automation RFP and Planning Guide

CRM (Constituent Relationship Management) Software Purchase

Inbound Marketing for College Admissions

Ten Tips for Best Practice Lead Management

Customer Relationship Management (CRM) in Admissions and Records. AACRAO 2008 Annual Meeting Orlando, FL #293, 8:30-9:45 Wednesday, March 26, 2008

2011 MOBILE FORECAST FOR HIGHER ED

Understanding How to Utilize Marketing Automation. we give brands life

RECRUITING TRANSFER STUDENTS FOR RETENTION AT FOUR YEAR INSTITUTIONS. Ryan D. Wagoner

A Guide to Selling SharpSpring

Proving The Value of Digital Marketing In Higher Education

PROVING THE VALUE OF DIGITAL MARKETING in Higher Education

Public Relations & Fundraising: Award Luncheon, Sesquicentennial Campaign

CRM & Marketing. Morges November 5 th Jérôme Lemoine Senior Manager Sales & Alliances. Hervé Bisquer Manager Professional Services

9/16/2011. C308: It s Time to Think About a New CRM Now What? About Mizzou. Why a CRM?

YOUR COMPLETE CRM HANDBOOK

Title. The Customer Experience Imperative

5 Tips For Setting Measurable. Social Media Goals. 5 Tips for Measurable social media goals

September 1, 2015 Trustees Innovation Fund Developing Programs for Nontraditional Student Audiences

RECRUITING INTERNATIONAL STUDENTS

Building Your CRM Short List: What You Need to Know Before You Buy

Google Analytics Boot Camp Presented by:

MARKETING AUTOMATION: CAMPAIGN PLANNING AGENDA AND CONSIDERATIONS

How to Integrate Marketo LIKE A PRO


INSIGHTS WHITEPAPER What Motivates People to Apply for an MBA? netnatives.com twitter.com/netnatives

Using SugarCRM for a Lead Generation and Inbound Marketing Hub

Table of Contents. Copyright 2011 Synchronous Technologies Inc / GreenRope, All Rights Reserved

5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS

Lead Management. Guide

6 Steps to creating a Cross Channel Communications Roadmap

MSU INVESTMENT PROPOSAL FOR INSTITUTIONAL PRIORITIES

Fred Lassiter. Chief Information Officer Ohio Dominican University

The Top Ten Most Common Selling & Marketing Forecast

The bid opening date will remain as originally scheduled for August 28, 1:00 pm EDT

CRM Campaigns for more than just . Lisa Benic Manager, CRM and Web Development Central Michigan University

Enrollment, Engagement, and Donations: How Higher Education Can Improve Its Grades with Marketing Automation Software

Mobile Application Development from AT&T

Materials that supported this integrated marketing campaign that are included with this entry include:

MEASURING MARKETING PERFORMANCE THROUGH DASHBOARD METRICS

1.1 Please indicate below if any aspect of the service is legally mandated by any of the following and provide the relevant reference.

CLICK DIMENSIONS OR MICROSOFT MARKETING MODULE? WHAT TO DO, WHAT TO DO? CLICKDIMENSIONS VS. MICROSOFT MARKETING MODULE

Why consider Marketing Automation?

University of Maryland University College Office of Procurement, Room University Boulevard East Adelphi, MD 20783

Division of Communications Strategic Plan

Marketing Automation and Analytics. Are You Getting the Most out of your Website? Asheville Chamber of Commerce Nov 11, 2014

Benefits of using Marketing Automation Software as part of your content marketing strategy

New Jersey City University. Website Governance

Microsoft Dynamics CRM for Financial Services. Making customers the heart of your business.

sions ration Grad communications. feedback on their Hobsonss

Beyond listening Driving better decisions with business intelligence from social sources

ST. CLOUD STATE UNIVERSITY MARKETING SERVICES ADDENDUM NO. ONE

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

NIU Web Standards. August, 2015

REPORT TO THE CABINET

Defining Social Media. 7 Golden Rules to Successful Social Media in Business

ADDENDUM #2 TO REQUEST FOR PROPOSALS NO CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM

Inbound Marketing Overview. January 26, 2015 BEC 382

The B2B Marketers Perfect Pairing

Academic Year Administrative Assessment Report University Relations

4/1/ UPCEA CONFERENCE Applications for MSU Outreach. Ross, Jaime M

Deploying constituent relationship management systems across the enterprise. By Esther Shein. 26 March

SALEMAKER360 DIGITAL ENGAGEMENT PLATFORM

WHY SMART DATA IS BETTER THAN BIG DATA FOR YOUR INSTITUTION

02/12/2013. working together to provide an exceptional Student Education Service

Assessing campaign management technology

Enterprise-Wide Application of CRM at Indiana State University

ACCENTURE UPDATE Progress Report through September 2014

Leading Strategies for Mobile Communications in Higher Education

INTERNATIONAL FOUNDATION FOR ELECTORAL SYSTEMS (IFES) Request for Proposals for Customer Relationship Management Software RFP/15/082

THE SEATTLE PUBLIC LIBRARY REQUEST FOR PROPOSALS

The Jumplead Manual. Setting Up and Using Marketing Automation. Matt Fenn. This book is for sale at

What is a CRM? How can this benefit you?

Hootsuite Best Practices

Improving and Measuring Mobile Engagement. Playbook for Higher Education

Student Lifecycle Journey

One-Minute Strategic Demand Generation Benchmark Survey Results

Now What? Doug Wofford RuffaloCODY Jeff Arnold RuffaloCODY

Sitecore Experience PlatformTM. Know every customer. Shape every experience.

Houston Community College Transforms IT Systems to Improve Service and Efficiency

Eloqua Social Suite Integrate Social directly into your campaigns with just a few mouse clicks.

C10: Using Online Tools and Social Media to Attract New Students

Business Process Automation, Document Management, & Customer Relationship Management (CRM) System RFP # APPENDIX 1 USE CASES

Transcription:

Q&A for RFP #6060 Enterprise Customer Relationship Management and Admissions Application 1. Can you please elaborate on what is meant by a rolling implementation? For example would you like to implement undergrad first then grad or various pieces of functionality first application, inquiry etc? There are currently multiple CRMs installed and utilized at BGSU. The rolling implementation means that an implementation road map will be determined for the best approach to shutting each one down. It has not been determine if it will be done by college / department / undergraduate /graduate. 2. Will the integration with Qualtrics need to run on an automated basis? If so, can Qualtrics import and export flat files? integration with Qualtrics is necessary. 3. How many total number users would you expect to use the CRM solution? BGSU is viewing this application as an enterprise implementation. BGSU will be seeking options for licensing end users. 4. Does BGSU have any plans to increase your Social Presence? BGSU would like to improve their social presence. 5. Tell us about your current social media presence. Social media is managed in a decentralized manner. Each College/Department manages their own accounts and presence. 6. How are you currently measuring your social media efforts? 7. Are you doing any listening? (Native FB/Twitter or organic conversations?) Decentralized monitoring 8. How would you describe the overall impression of your brand on social? BGSU has never performed a survey to obtain an overall impression of our brand.

9. Are you currently engaging with consumers who comment about your brand within social? Decentralized 10. How do you currently manage your content strategy and identify early stage social trends? Each College/department handles their own strategy University Advancement has a monthly strategy with varies based upon the time of year. 11. What data do you utilize to determine the content and types of content you publish? The data is based upon the following: Academic calendar Recruitment cycle Athletic calendar 12. How do you currently judge what content was successful and should be replicated, removed or altered? Based upon manually reviewing shares, likes and comments 13. How do you currently measure social media campaign effectiveness? 14. Would integrated social conversation and social campaign engagement data help you produce better social marketing initiatives? 15. What platforms / tools do you currently use to measure the penetration of owned social conversations in and across earned social channels? N/A 16. How do you currently measure social media campaign effectiveness?

17. Does BGSU have a mobile app today or plans to develop a mobile app in the future?, BGSU has 2 in house developed mobile applications. BGSU is in progress of developing a campus virtual tour. 18. Do you want to leverage Push tifications as a means of communicating with current students, faculty and staff?, BGSU is extremely interested in pushing information to the students. 19. Do you track your prospective students consolidated profile and online behavioral information in one application? (Information from website, forms, events, email, landing pages, micro sites, lists, CRM etc.) 20. Do you have an effective way today of segmenting and targeting your prospective students based on who they are and how they are interacting with your marketing assets (website, email, events etc.) 21. Do you have a way today to effectively automate the delivery of dynamic content in your communications with your prospective students based on who they are and their interests? 22. Can you build a campaign (outreach) workflow based on prospective student behavior and profile information? 23. Can your prospective students automatically flow from one campaign into another? Can they be in multiple campaigns? & 24. Do you have a system in place that has best practice tools that ensure clean, consistent data within the database, and from all entry and exit point to the database?, BGSU utilizes a 3 rd party tool to ensure the data is clean upon entry 25. Do you score your lists, website visitors, and prospective students differently for multiple interests, multiple criteria to determine who would be the best fit for your university?

University Advancement would like to have data to build predictive analytics surrounding the alumni base. 26. Do you have the ability to Nurture disqualified leads in your CRM, so that you can extend the reach of recruitment/call center for prospective students that are not ready to enroll this semester? 27. Do you find that your current CRM is full of contact record clutter? 28. How many email campaigns do you email out and receive annually to your constituents? College/Department perspective - too many to count University Advancement 20-30 a month 29. How do you currently communicate and engage with your prospective Students? Please refer to the RFP 30. How many Marketers will be creating the proposal email campaigns and events for the university? Varies by department and event 31. How many events do you have each year? Varies by department and year 32. What is the size of your marketing database? Currently, there is not a centralized marketing database. BGSU is unable to provide this information. 33. How many constituents/ prospects do you intend to market to in the next 12 months? University 180,000 University Advancement 250,000 34. What is the total number of unique contacts you wish to market too? 500,000

35. How many emails bounce back or are undeliverable? Too many to quantify 36. How many email campaigns do you email out and received annually to your constituents? University 180,000 University Advancement 250,000 37. How many marketers will be creating the proposal email campaigns and events? Varies by department and year 38. How many CRM users (functional / technical) does BGSU anticipate it will have both in this first phase for Admissions and then beyond for across the institution? BGSU is viewing this application as an enterprise implementation. BGSU will be seeking options for licensing end users. 39. Is it possible to share what specific CRM systems are being used today at the institution? 40. For integration with Turnitin, would this be specifically for the "Originality Check" feature, or are there other features desired for integration into the CRM? 41. Is the university currently using any Data quality tool to refine the data? 42. Is the university planning to replace the Peoplesoft CSS system with the new CRM system or enhance its features by integrating the new CRM? This is an enhancement