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CRM Planning and Solution Evaluation
Collegiate Project Services is ready to help your institution prepare for and select the Constituent Relationship Management (CRM) solution that best meets your needs. As a vendor-independent firm, Collegiate Project Services works with all higher education vendors and implementers, and our professional consultants and project managers have experience with the products and implementation methods of these firms.
We will help you evaluate the many available features (dynamic communication plans, multi-channel capabilities, portals, event management, telerecruiting, travel management, off-line data entry and web access, reporting), deployment options (recruitment-only or enterprise-wide, hosted, software-as-a-service, on-site), interoperability/integration, cost, and support (helpdesk, knowledgebase, listservs, usergroups).
Our CRM planning and selection services include the following:
- Define your requirements and assess your readiness for implementation
- Compare your requirements to the capabilities of the leading solutions to develop your shortlist of vendors
- Develop your vendor evaluation/decision matrix
- Manage the RFP and vendor demonstrations
- Develop a final comparative analysis
- Prepare your project schedule, timeline, communication plan
The CPS Difference
Experience. Over the past 23 years, we have helped more than 175 institutions plan for, select, and implement higher education solutions. Our consultants have higher education CRM experience.
Vendor Independence. Collegiate Project Services does not sell or implement software. We focus solely on assisting our clients with assessing and selecting solutions and helping to manage implementations.
Change Management. Our skilled consultants will assist your users with crossing over departmental boundaries to plan for your CRM system. We understand that CRM users throughout your organization have varying needs, and we will help you identify the best fit considering everyone’s requirements. We will assist your organization with moving toward an enterprise approach to constituent relationship management.
For More Information
For more information about CRM Planning and Selection Services please call us at
877.454.1290 or contact us by email.
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