CRM Selection Audit
Large-scale technology implementations shouldn’t be painful. Yet we frequently hear horror stories of colleges and universities facing delayed launches, absent vendor support, and other issues that prevented their CRM investments from ever delivering value. Drawing on EAB’s experience supporting 850+ CRM implementations and integrations, this audit will help you enter vendor conversations with a clearer view of what to ask, what strong answers should include, and where your team may need to press further.
Use the questions and guiding principles to evaluate:
- AI strategy, data governance, and human oversight
- Implementation leadership, responsibilities, and timelines
- Staff training and long-term adoption
- Strategic guidance and ongoing technical support
- Evidence of measurable enrollment, engagement, and operational results
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