CRM systems perform best when they’re used by all of a company’s customer-facing departments, according to one lesson learnt from the business sector. Before starting the selection process, a school should have a firm grasp on how the system will be used across campus, not just in one department.
Deployment. Is it better to store data in the cloud or on-premise? CRM software is usually available as a cloud-based or on-premise solution. With cloud software, the school pays a monthly fee to use the platform, and the vendor controls the back end. Schools often pay a one-time licensing price for on-premise software and then handle the installation on their own servers.
Integration. Is it better to have an integrated system or a stand-alone system? As previously said, most colleges and universities already use a variety of software platforms. Before deciding on a new CRM system, the school should determine how much integration with existing systems it needs. This decision should be taken with the assistance of the school’s IT department.