As CRM technology becomes increasingly critical for executive education success, UNICON’s CRM Special Interest Group is leading the charge in defining best practices and shared solutions. With 90 members on our mailing list, this thriving community recently came together under Co-Leads Andrea Fiske (Yale School of Management) and Nuwan Dishan (University of Cambridge) to tackle the most pressing CRM challenges facing executive education today.
At a Glance
- 90+ CRM professionals from UNICON member institutions are part of this group mailing list
- Top priorities: CRM adoption & training strategies; scoring, grading & routing; reporting & KPIs
- Future meetings format: Case studies, tool demos & expert Q&As
- Next meeting: August 7th • Bi-monthly cadence
Top CRM focus areas for executive education
Our Zoom poll yesterday revealed clear consensus on what matters most to executive education professionals when it comes to CRM:Which CRM-related topics are you most interested in exploring?
Select your top 3
CRM adoption & training strategies 75%
Reporting & KPIs 75%
Lead scoring / grading / routing 50%
Cross-team collaboration (marketing, ops, admissions) 50%
Integrations & tech stack 38%
Marketing automation (email journeys, forms, etc.) 38%
Data cleanup & deduplication 25%
“Beyond the tech” – CRM change leadership 25%
Platform migrations (e.g., to Education Cloud) 13%
Who is in the CRM Group?
This diversity of expertise creates a rich learning environment where technical specialists collaborate with strategic leaders, ensuring our discussions address both the “how” and the “why” of CRM success:Which of the following best describes your role in relation to CRM?
Multiple choice
Data / Reporting / Analytics 50%
Program Operations / Management 38%
Leadership / Strategy 38%
CRM Admin / Systems Owner 25%
Marketing / Communications 25%
Knowledge Sharing That Works
To maximize learning and practical application, we’re incorporating formats that our community values most:What kinds of session formats would you find most valuable?
Select all that apply
Case studies / peer presentations 86%
Tool demos / walkthroughs 71%
Roundtable discussions 71%
Q&A with experts 71%
Interested in joining our discussions?
Connect with CRM professionals in executive education to share insights and solutions.
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