PeopleSoft - Course Details

CRMSRRR91 CRM Student Recruitment and Retention Rel 9.1

PeopleSoft Course Description:
his CRM Student Recruitment and Retention Rel 9.1 training teaches you how to set up the foundation of student recruitment and student retention programs for Higher Education. Learn to create suspects & prospects in CRM, create audiences & more.
PeopleSoft Course Duration:
2 Days Training
PeopleSoft Course Target Audience:
End Users,Functional Implementer,Project Manager,Technical Administrator,Technical Consultant
PeopleSoft Course Prerequisite:
Course Content:
Developing a Recruitment Program
  • Creating suspects and prospects in CRM
  • Loading test scores into CRM via Campus Solutions
  • Building audiences for student recruitment purposes
  • Building dialogues for student recruitment purposes
  • Building Web and email documents for student recruiting purposes
  • Creating events in CRM for student recruitment purposes
Working with a Student Recruitment Structure
  • Creating territory trees
  • Configuring assignment criteria
  • Publishing academic information changes
  • Creating sales leads
  • Converting leads to opportunities
  • Assigning leads to recruiters
  • Monitoring recruitment activity
Developing a Retention Program
  • Defining an At-Risk student
  • Creating surveys for retention purposes
  • Creating newsletters for retention purposes
Working with Service Center for Higher Education
Working with 360-Degree View