CRMprov

Jamie Gleason, Mickey Baines

CRMprov is a biweekly show that reveals how institutions can experience growth through technology. Tune in as higher ed enthusiasts Mickey Baines and Jamie Gleason partake in free-range dialogue around changes in ed tech (including CRMs), vendor tutorials, insights on outcomes, industry adoption, and more!

  1. 04/04/2023

    Ep. 28: Expanding the Data-Driven Approach in an Constrained Optimization Atmosphere

    We’ve all heard the adage - “begin with the end in mind” (one of Stephen Covey’s 7 Habits of Highly Effective People) - but how does the work that you and your institution do with your CRM abide by this crucial principle?   The winding and unscripted conversation that host’s Mickey and Jamie have this week with guest Rich Kochman highlights the intricate level of detail that is required to design and implement the right system, in the right way, in order to get to a meaningful end. There are SO MANY rich moments in the conversation from a seasoned marketing professional who started as an analyst.  Highlights of the episode include conversation about the: Optimal use of your team's time to accomplish all the things needed for your process,Understanding how to create a system that you manage versus implementing a system that manages us,Assessing and leveraging the necessary human skills that are required make your enrollment operation successful (read: it’s NOT all about the tech!)The conversation with Rich is rich (#dadjoke anyone?).  The conversation is organic and meaningful…and really covers the spectrum of how humans (your team) and machine (your CRM software) need to work together to get to your goal! You won’t want to skip this episode!    This episode is brought to you by our friends at DD Agency: DD Agency is a higher ed-specific marketing technology agency that has conducted countless SEO Audits for colleges and universities across the country.  In these audits, they detail where you currently rank, what you could be ranking for, exactly how copy should be tweaked on website pages, and much more.  If this sounds like something you could benefit from, give those folks a ping and be sure to mention that Enrollify sent you to claim a 10% discount on any of their SEO offerings.  Head on over to enrollify.org/ddaseo, or simply follow the link in the show notes below…that will guarantee you get a 10% discount off of your audit.    About the Enrollify Podcast Network CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Tony Fraga, Corynn Myers, Jamie Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    45 min

  2. 03/21/2023

    Ep. 27: Well Implemented - Transition Notes from a Former Higher Ed Staffer Turned CRM Implementation Consultant

    If you ask 10 Higher Education Admissions and Marketing Team members if their CRM was well implemented including all the experiences that go along with that, chances are you’ll get 10 different assessments and opinions of the experience - even if they all work at the same institution.  Dan Shanley - a colleague of Mickey’s at Kennedy & Co has lived that experience over and over as a tech implementation manager – but he has similar lived experience on the institution side.  And he has done this more than once at more than one institution.  Jamie and Mickey use this episode to learn from his experience in order to better understand “what is needed to best implement your CRM.”  The guest, Dan, gives AMAZING insight about asking the end-user and the institution doing its homework before the implementation even begins. And, plot spoiler, Dan thinks that many schools need to do more digging and ask more questions before they are “on-the-clock” with the CRM vendor.   If your institution or team is implementing a CRM or thinking about getting a new or next CRM, this episode is for you!     This episode is brought to you by our friends at DD Agency: DD Agency is a higher ed-specific marketing technology agency that has conducted countless SEO Audits for colleges and universities across the country.  In these audits, they detail where you currently rank, what you could be ranking for, exactly how copy should be tweaked on website pages, and much more.  If this sounds like something you could benefit from, give those folks a ping and be sure to mention that Enrollify sent you to claim a 10% discount on any of their SEO offerings.  Head on over to enrollify.org/ddaseo, or simply follow the link in the show notes below…that will guarantee you get a 10% discount off of your audit.    About the Enrollify Podcast Network CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Tony Fraga, Corynn Myers, Jamie Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    37 min

  3. 01/31/2023

    Ep. 26: Part 2 of 2: CRM Implementation Complete ✅ – Now What? Setting Up Data Governance.

    In today’s environment, almost every institution has a functioning CRM. But in most cases, there are supplemental items that need to be added to the CRM in order to meet all the technology needs of a given campus.  Does any of this sound familiar?  In this episode, Dr. Terricita Sass connects with Mickey and Jamie to provide insight on the very practical matters related to technology on the campuses that she has been involved with.  Specifically, she addresses the following areas: What does data governance look like on her current campus?How is new technology introduced (software that supplements the CRM tech stack)?Which departments are involved in the process of data governance - how far into the student experience does that go?Dr. Sass provides an amazing perspective response to some of the governance questions that MOST EVERY institution needs to grapple with. She has shepherded a process on campus that many can learn from!   This episode is INVALUABLE with relevant content that sits at the NEXUS of high tech and high touch!   You can’t afford to not listen to this one - you’ll walk away with some practical and theoretical takeaways!  CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jamie Gleason and many more.  Learn more about  The Enrollify Podcast Network  at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    28 min

  4. 01/10/2023

    Ep. 25: The CRM Is Implemented - Now What? Considering the Value of 3rd Party Components… (Part 1 of 2)

    In today’s environment, almost every institution has a functioning CRM. But, is the software platform offering all the benefits and solutions that your institution needs to maximize process and efficiency?   Mickey joins up with an old friend and colleague, Len Lipkin, to discuss what is the better solution - a single system (that might be the “jack of all trades - master of none”) or a primary CRM with other third party solutions “bolted onto it.” Len - who has been a professional higher ed implementation consultant and currently owns this responsibility at the University of the Arts in Philadelphia, brings years of practical experience to this conversation. Have you been trying to tighten a process, but you have to make your CRM & data meld with other systems within the institution? Have you been wanting more out of your CRM - but your current software doesn’t offer the feature? Have you been wondering if adding a 3rd party solution will improve or lead to the demise of your current CRM or the data/insights you get from it? Does any of this sound familiar? If so, take 30 minutes and listen to the practical experience and quizzical insight that the CRMprov team and guests offer during the first segment of this 2-part series.  About CRMprov CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jamie Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    30 min

  5. 11/09/2022

    Ep. 24: Fast is Slow – Slow is Fast: the costly repercussions of rushing your CRM implementation

    We have probably all done it at one time or another - underestimating the time it will take to complete a project or overlooking the possible hurdles that will come up! Whether it is cutting short the steps or estimating too conservatively (or overlooking the contingencies that need to be factored in) the project timeline.   A lot of time when you try to speed through something - especially when it comes to software implementation or systems integration - there is a HUGE cost to improper planning.   In this episode, Mickey and Jamie take a walk through the halls of implementation…and discuss how rushing the process can be a costly endeavor - usually one that can be avoided!  If your fall has you planning - and you’re tempted to cut corners or shortchange a timeline - you should listen to this episode. This episode is brought to you by UNINCORPORATED (UN) - a higher education agency committed to building awareness, growing enrollment, and launching programs for universities. They believe that education is the primary means of ascension in society, so they use their expertise to help colleges and universities recruit and train the next generation. They work closely with deans, administrators, and faculty who are worried about their programs’ success and need additional expertise to remain relevant and appeal to their stakeholders. UNINCORPORATED's mission is to help colleges and universities enhance their programs by providing strategic direction and expertise in branding, marketing, and design. CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jaime Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    28 min

  6. 10/26/2022

    Episode 23: Move Over Influencers, the Creator Economy is Taking Your Market Share!

    We kick off season 2 with Kyle Campbell - the founder of Education Marketer (based in the UK).  Everyday Kyle helps people learn about marketing trends and become better creators (great gig).  He started his business with an audience and an idea. He is a creator and every day helps others become better at their creative marketing craft.  Recent surveys indicate that over 50% of Gen Z or Alpha students want to be (or already are) creators. But the difference is, this generation of creators doesn’t see this (necessarily) as their full time gig….but it is a BIG part of who they are.  Jamie and Mickey (with their more typical American voices) discuss this topic of creators with Kyle (with his AMAZING British accent). Here is a snippet of some of the questions they discuss… How is higher education responding to this “desire to create” generation?How are we helping this generation learn more about being a better creator?How are we, as higher ed professionals, taking advantage of their creativity and capitalizing this intrinsic desire to create?Are institutions willing to give away central control (in branding) in order to leverage the audiences that this generation of creators already have?This is an episode you cannot afford to miss. It will shape your thinking and help you to challenge conventional thinking and consider creativity differently.  Join us and share the episode with someone who thinks about creating differently! This episode is brought to you by UNINCORPORATED (UN) - a higher education agency committed to building awareness, growing enrollment, and launching programs for universities. They believe that education is the primary means of ascension in society, so they use their expertise to help colleges and universities recruit and train the next generation. They work closely with deans, administrators, and faculty who are worried about their programs’ success and need additional expertise to remain relevant and appeal to their stakeholders. UNINCORPORATED's mission is to help colleges and universities enhance their programs by providing strategic direction and expertise in branding, marketing, and design. CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jaime Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    34 min

  7. 09/20/2022

    Episode 22: Stop Shaming: Work & Life Balance is a Personal Matter

    Mickey and Jamie thought they were going to talk about one thing….but ended up on a COMPLETELY different topic (so tune back in to hear that later one). In true form to the show, we pivoted to talk about something else - a true riff!  So here it is…the topic - determining YOUR personal work life balance.  Have you ever thrown shame on someone who you think is taking too much time off….OR someone who doesn’t take enough time off?  Do you consider yourself qualified to measure how other people are dealing with this balance?  We live in a world, in a society, and in an industry where there is a LOT of expertise…but does that qualify us to judge when someone else has a work life balance issue?  Maybe we do and perhaps we don’t.  Instead of judging, we should support colleagues or subordinates - and watch for signals or indicators that show a lack of balance. In short, this is a personal thing - it ebbs and flows with the seasons and with each individual.  Listen up…together, let’s stop throwing shade when we don’t know all the factors for another person.

    32 min

  8. 08/10/2022

    Episode 21: Take Matters Into Your Own Hands - inciting cultural revolution when it’s needed

    Saint Jerome is quoted as saying, “Good better best, never let it rest until the good is better and the better is best” [this quote feels like it needs a bouncing ball to make it into a sing-a-long - Enrollify swag to the team who sends a video of you singing this lyric]!  But really…as higher ed marketers and enrollment management professionals, how does this translate? Mickey and Jamie, as higher education vendors, are in the business of fixing or helping clients come up with solutions to issues that they’re facing - trying to create the BEST possible scenario. AND these two guys have been around long enough to see examples of when change is hard or IMPOSSIBLE because the investment (or perceived value of) the customer experience is not worth the cost of change - and this doesn’t always have to do with a higher ed CRM. In short, service processes and culture are very hard to change!   So with all that is on your list this summer… What items are you thinking about that need to be fixed?With what systems are you hoping to “make the good better or the better best?”What low hanging fruit is in your focus of control and ready for harvest?Whether you find yourself in a system that needs bigger aspirations on the techside or if your team needs a higher level CRM to make an impact - take a beat to listen. Hopefully you’ll leave with some insights and the ability to look from a different perspective for the solutions you need. This episode is brought to you by Goodkind — an easy-to-use video engagement platform designed to make each of your prospects feel special, cared for and seen. Increase applications, increase yield, and decrease melt with the power of Goodkind. CRMprov is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you’ll like other Enrollify shows too!   Our podcast network is growing by the month and we’ve got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry’s best as your hosts. Learn from Jeremy Tiers, Zach Busekrus, Jaime Hunt, Corynn Myers, Jaime Gleason and many more.  Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours!

    33 min
See All (29)

Trailer

About

CRMprov is a biweekly show that reveals how institutions can experience growth through technology. Tune in as higher ed enthusiasts Mickey Baines and Jamie Gleason partake in free-range dialogue around changes in ed tech (including CRMs), vendor tutorials, insights on outcomes, industry adoption, and more!

Information

  • Creator
    Jamie Gleason, Mickey Baines
  • Years Active
    2021 - 2023
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © 2021 Enrollify
  • Show Website
    CRMprov