-
Learn With Us
Learn With Us
Access podcasts, videos, articles, and more.
-
Subscribe With Us
Subscribe With Us
Discover the best new software, tools and services for enrollment marketing — and even your next gig
About the Episode
The what's what...
Client success is a relatively new idea within the higher ed space. It means much more than standard account management - client success managers can (and should) be a proactive part of your on-campus software solution. How much are you maximizing the experts who support your CRM? Remember: their guidance is part of what you're paying for.
In this episode, Mickey and Jamie get a chance to catch up with Emily Smith, a Client Success Manager (CSM) at TargetX. Emily has been helping on-campus enrollment and tech teams with both implementation and strategy for the past 6+ years. As you can imagine, she has worked with some clients who have been wildly successful in their strategic implementation"Śand others who haven't! You get to hear her perspective on how a CRM can be effectively leveraged, and how professionals in the CSM role can be a big asset in making beautiful music (so to speak).
Pack up the camper - this journey should be insightful, life-giving, and focused on how you can grow even more through CRM technology.
About the Podcast
Mickey Baines leads the technology services practice at Kennedy & Company. Kennedy & Co assists colleges and universities in the selection, implementation, customization and integration of various CRM technologies, including Salesforce, TargetX, Slate and others. They lead projects of all sizes for public and private two and four-year institutions. Whether he's working hands-on in an enrollment strategy project, leading a CRM implementation or speaking at a conference, the goal is the same - to help higher ed professionals implement technologies, strategies & tactics that engage and enroll more students.
Jamie Gleason is the Vice President Of Enrollment Strategy at Direct Development. He brings over 15 years of higher education experience to the team; almost a decade of which was spent on campus(es) and nearly six years was in edtech. A self-proclaimed "farmer + fixer," Enrollment has always provided the perfect challenge for him! He's happiest when mining through spreadsheets, results, and (generally) any type of data!
Emily has been in Ed Tech since 2004, working for companies that build software for admissions offices at colleges and universities. She began her career with George Dehne and Associates, a higher ed consulting and services group. Then, as the second employee at admissions software company Fire Engine RED, Emily helped build, implement and support module-based admissions software, student Search and their proprietary CRM. Emily joined TargetX at the beginning of 2015 with a focus on client success and client retention. She works to help colleges and universities to find solutions that increase their efficiency and effectiveness and strives to ensure that our clients truly see value in TargetX's products and services. She lives with her spouse and two young kids in scenic Jackson, Wyoming.
Sponsor Spots
We partner with the best, to provide the best information.
Verity Student
Verity Student combines top-notch, unparalleled compliance and efficiency-boosting processes with the best communication features built into one single platform. Request an exclusive behind-the-scenes look at: Built-in multichannel communication (CRM) Process workflow automation that ensures compliance Document management that creates a paperless campus Tuition and fees transaction management with online payment functionality Comprehensive record snapshots that are visible across departments
learn moreCRMprov
CRMprov is a biweekly show that reveals how institutions can experience growth through technology. Tune in as higher ed enthusiasts Mickey Baines and Jamie Gleason partake in free-range dialogue around changes in edtech (including CRMs), vendor tutorials, insights on outcomes, industry adoption, and more!
Subscribe to our podcasts
The Enrollify Podcast Network is your go-to hub for shows that will empower you to grow, optimize, adapt, and reach new heights as an enrollment marketer.
Keep Growing With Us
Join 5,500 other marketers and enrollment managers in wrestling with ideas that will reshape higher education.