We understand that staff transitions can present challenges, especially when a key member of your team, such as your CRM Manager, is about to leave. To help ensure a smooth transition and maintain the effectiveness of your university's student recruitment efforts, we are pleased to introduce our Knowledge Transfer Service specifically designed for users of our Student CRM platform.
Our Knowledge Transfer Service is designed to capture the invaluable insights, best practices, and experiences of your outgoing CRM Managers before they leave their role. By doing so, we aim to bridge the knowledge gap and empower your incoming team or new CRM Manager to continue your university's student recruitment success.
Our service includes:
A comprehensive, tailored questionnaire: We have developed a detailed questionnaire for the outgoing CRM Manager to complete. This covers all aspects of CRM usage, including general setup, configuration, and management of interested, engaged, applied, and selected students. It also focuses on the CRM Manager's personal experiences and insights. (£ no cost)
Expert review and summary: Our team will carefully review the completed questionnaire, distilling key takeaways and recommendations into an easily digestible report for your incoming team or new CRM Manager. (£ optional extra)
Dedicated support and guidance: To ensure a smooth transition, we will provide ongoing support, including training sessions and one-on-one consultations, to help your new CRM Manager understand the Student CRM platform and leverage the outgoing manager's expertise. (£ optional extra)
Investing in our Knowledge Transfer Service will help your university maintain a high level of student recruitment performance during this period of change. It will also serve as an invaluable resource for the new CRM Manager, enabling them to hit the ground running and quickly adapt to their role.
Just ask our Customer Support or your Account Manager, and we will schedule a call to explore how our Knowledge Transfer Service can support your university during this crucial time.