Transcript
Page 1: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Customer Experience at Macquarie UniversityImplementing CRM from the

Customer’s Perspective

Page 2: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Macquarie University• Sydney, Australia – 30,000 students• Not one of the “Group of 8”• Fierce battle for student recruitment• 4 Faculties + controlled entities

Page 3: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Environment

• Increased competition from – Traditional universities– Commercial alternatives– Emergence of MOOC

• Decreased international competitiveness

Page 4: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

The initial brief • Improve student experience • Improved relationships with Industry and

Community and other institutions.• Improve the recruitment of International

Students

Page 5: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

CRM with Objectives & Strategy

• Consider the Student’s Experience in every interaction

• Increase response rates to 100% • Reduce time to resolution • Reduce number of interactions to resolution • Increase transparency of process and policy,

and improve consistency across faculties, school and departments.

Page 6: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Strategy

• Centralize enquiry services• Analyse student enquiries and improve

resources• Write and publish Policies and FAQs• Monitor and improve time to resolution,

and number of interactions

Page 7: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Design Brief

• Single university-wide system• The system will scale to thousands of users• Integrate with OneID• Scalable and secure• Outsourced

Page 8: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

InsightfulCRM’s Role

Page 9: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Implementation Challenges

• Executive Sponsors• Concurrent Projects• Conflicting Req’s• User Role Definitions

• Process Change• Org Structure Change• Communication• Training

Page 10: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Design Challenges

• Multitudes of • Departments• Stakeholders• Processes • Access Control

• Volume of • Users• Data• Data Interchange

Page 11: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Approach

• Underpinning Data & Security Architecture

• Bubbles• Custom Views on common data• Phased Implementations• Focus on Customer Experience

Page 12: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Platform Architecture

Sugar Enterprise PortalAcadem

ic Portal

LB

App1 App2 App3

Db2Db1

NFS Memcache

Students and Staff

AcademicCourseConvenors

Users

Case PortalKB

Page 13: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Results

• 40,000 Students and Prospective Students• 100,000 enquiries processed in 18 months• 5 Million page views on Knowledgebase• Better customer experience• Efficiency and productivity savings• Retirement of legacy systems

Page 14: SugarCon 2013: Customer Experience: Implementing CRM from the Customer’s Perspective

Success Factors

• Focus on the customer experience• Executive Sponsorship• Think Big• Start Small• Move Quickly


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