Client experience: Developing a focused CRM strategy

Institutional challenge

A major university expressed a need to develop stronger relationships with its constituents to help improve graduation rates and alumni donations, and to enhance the overall student experience.

Capabilities provided

Baker Tilly first assisted the university with the establishment of a formal constituent relationship management (CRM) strategy, designed to help address its specific business challenges and support the organization’s mission. Baker Tilly also crafted a solution landscape that identified the technical elements and core functionality required to enable the strategy. 


Baker Tilly guided the university in developing a tailored CRM strategy that focused on its needs and desired benefits of improved retention and graduation rates, operational efficiencies, new revenue opportunities, and increased overall constituent satisfaction.