Ep. 27: Well Implemented - Transition Notes from a Former Higher Ed Staffer Turned CRM Implementation Consultant

<p>If you ask 10 Higher Education Admissions and Marketing Team members if their CRM was well implemented including all the experiences that go along with that, chances are you’ll get 10 different assessments and opinions of the experience - even if they all work at the same institution. </p><p>Dan Shanley - a colleague of Mickey’s at Kennedy & Co has lived that experience over and over as a tech implementation manager – but he has similar lived experience on the institution side.  And he has done this more than once at more than one institution.  Jamie and Mickey use this episode to learn from his experience in order to better understand “what is needed to best implement your CRM.” </p><p>The guest, Dan, gives AMAZING insight about asking the end-user and the institution doing its homework before the implementation even begins. And, plot spoiler, Dan thinks that many schools need to do more digging and ask more questions before they are “on-the-clock” with the CRM vendor.  </p><p>If your institution or team is implementing a CRM or thinking about getting a new or next CRM, this episode is for you!  </p><p> </p><p><strong>This episode is brought to you by our friends at DD Agency:</strong></p><p><a href="https://agency.directdevelopment.com/services?utm_campaign=Enrollify%20-%20Strategic%20Partnership&utm_source=Enrollify%20Partnership">DD Agency</a> is a higher ed-specific marketing technology agency that has conducted countless SEO Audits for colleges and universities across the country. </p><p>In these audits, they detail where you currently rank, what you could be ranking for, exactly how copy should be tweaked on website pages, and much more. </p><p>If this sounds like something you could benefit from, give those folks a ping and be sure to mention that Enrollify sent you to claim a 10% discount on any of their SEO offerings. </p><p>Head on over to <a href="https://enrollify.org/ddaseo">enrollify.org/ddaseo</a>, or simply follow the link in the show notes below…that will guarantee you get a <strong>10% disco