3. HELP each center use the CRM efficiently Provide a tool to build enrollment and replace enrollment losses. Support Directors and Assistant Directors in the work they do.

4.  There is a NEW feature that will allow you to post comments about Eblasts quickly and easily!  Each time you send out an email, go to the Email tab, check the box saying you sent an E- Blast and a comment will be placed on each entry that was pulled by email download program for the CRM.

6.  What to do when the scheduled visit does not show up? How do you get it off the dashboard? We don’t like red! HELP!  NOW you can UNCLICK the scheduled visit date to remove it.

9.  An incomplete entry on the CRM is typically a contact that has submitted an inquiry via email and is waiting to hear from the center.  These are HOT leads! They want to know about the programs YOU offer at YOUR school.  The goal is to respond to every new inquiry within 24 hours and update the information in the CRM to reflect the contact.  GET CREDIT for the work you do by updating right away!

11. Amber Sends out the Incomplete Report to centers on MONDAY, highlighting inquiries based on how old they are. Each center is asked to address the incomplete entries ASAP. Hopefully within 24 hours. Each center uses their DASHBOARD to find the incomplete entries and addresses them. A SECOND incomplete report is sent to the Centers, RVP’s & Executive teams on WEDNESDAY if the incomplete entries have NOT been addressed by close of business.

12.  When we started sending out the incomplete report there were inquiries that were MONTHS old.  The current reports have inquires that are weeks old, in some cases no more than two weeks old.

16.  Every entry that is ACTIVE or FOLLOW UP, MUST have a Future Contact date that is current.  Dates that are more than 30 days old are considered expired and will NOT show up on the dashboard.

17. Missing Future Contact Report Found on the report tab!

20. On WEDNESDAYS, Debbie will send out a CRM Follow-up audit. This will include general review at a high level of the information you have in the CRM. Looks for agreement between Status and State of the Inquiry, missing or expired future contact dates and tracks the progress we are making in terms of “cleaning up” the CRM to improve it’s efficiency. You need to fix any of the entries that are highlighted by resolving the specific issue notated.

21. Active = the visit has NOT been completed yet! Follow Up = The visit HAS been completed, now we need to move them to enrollment.

23.  So far we are making little progress with updating the future contact dates. Here are some tips:  Close the door and take 30 minutes to go through and update the dates.  Select dates that work for YOU and are within a REASONABLE amount of time.  Remember to put a future contact date on each NEW entry.  Contact Amber or Debbie if you have questions.

25.  As we get the follow up dates resolved, high level audits of other CRM items will be completed. Things like, student info, comments and director shorthand…. Anything that we can do to help improve efficiency.  Amber and Debbie have divided the focus schools up and will begin digging deeper into the CRM for each school. Our goal is to HELP each school maximize their efficiency and build enrollment! We look forward to working with you one on one.

26. How can we help you? Don’t be shy. Amber Cook 480-455-3173 Amber.Cook@phoenixchildrensacademy.com Debbie Williams 803-603-1513 Debbie.Williams@phoenixchildrensacademy.com We are both based out of the East Coast