Keeping track of our customers: students

Until the Prospect Tracking System came into wider use, keeping tabs on students and prospects may have involved notebooks, paper files or Excel spreadsheets. But as the need for shared information and collaboration has grown, so has the need for a more robust tracking system.

Now, that new system is in development: a customer relationship management (CRM) system. The need for CRM was identified during SEM Phase 1 process mapping. Continue reading