Education CRM Featurelist

Scenario of the Education industry & CRM for Education business:

This international nuance of “students as consumers” calls for constant innovation to gravitate ‘learners’ towards your institute & enhance their experience. Though the quality and potent of your courses and services is not directly reflected in your sales, “being prepared” with an evenly spread out sales procedure can help you envelope more student enrolments.

An Education CRM helps you stipulate a quality flow in your sales cycle so your sales team can accurately convey the ‘value add’ to your prospective students. Furthermore, you can store your enquiries, student & sales data and utilize insights to increase your scope of revenue, tap more lead sources and sustain students.

The application of Education CRM for sales target management, follow-up automation, etc. seems to be on an upward curve of 3-7 years ahead or 2020.

Know the 100+ things that you can do with a CRM for Education business in this comprehensive feature list.

Download Booklet on 100 Features of Education CRM

Modules of Education CRM:

1. Sales Target Module

This module helps you:

– Pick, trace and achieve sales targets for your institute and sales people respectively.

– Observe your financial progress.

– Monitor & manage the sales performance of your education business and sales teams.

2. Lead Management Module

This module lets you:

– Add multiple leads.

– See the status of each student follow-up and prioritize enquiries to get admissions faster.

– Bifurcate and assign student enquiries as per your processes.

– Foresee your institute’s growth prospects with sales forecasts.

3. Follow-up Modules: Call, Email, SMS & Consultation Module

These modules let you:

– Perform follow-up calls, emails, sms and consultations with students and their parents.

– Streamline follow-up calls, emails, sms and consultations with students.

– Set reminders for follow-ups, calls and consultation sessions.

4. Student Module

This module lets you:

– Add contact details of students.

– Assign, categorize, and reach out to enquiring and existing students via calls, emails and sms.

5. Courses Module

This module lets you:

– Add & manage multiple courses & their details.

– Monitor their admissions in real time.

6. Calendar Module

This module lets you:

– Mark important dates relevant to your institute, employees, prospective and existing students.

– Serves as a work oriented calendar.

7. Contacts Module

This module lets you:

– Store, modify and delete contact details of clients.

– Save important dates regarding courses enrolled.

– Set alerts for payments, etc.

8. Import Data Module

This module lets you:

– Import your existing data of students, contacts, courses, etc.

– Know who imported the data.

– Avoid data replication.

9. Announcement Module

This module lets you:

– Make & schedule announcements internally to the people within your institute and CRM system.

10. Institute Module

This module lets you:

– Add and manage your institute and branch details; save and know basic contact details.

– Add, modify and remove contact information & employee designations department-wise.

11. Tags Module

This module lets you:

– Create & customize tags

12. Tasks Module

This module lets you:

– Add multiple ‘things-to-do’ and their descriptions.

– See the completion status, priority and end date of every task.

13. Pending Data Module

This module lets you:

– Spot the incomplete data throughout your leads, students and contacts in the system.

14. Newsletter Greeting Module

This module lets you:

– Send mass emails to students and parents.

– Helps you execute email marketing campaigns.

15. Birthday & Anniversary Module

This module lets you:

– Wish Students via emails & sms.

– Set reminders for the same.

16. Reports Module

This module lets you:

– Get real-time insights into the finest data of your institute’s sales.

17. User Module

This module lets you:

– Add new members to the education CRM console.

– Specify and know their roles, titles and departments.

– Grant access permissions to various modules.

– Also, categorize the users as per their departments, branches and designations.

Conclusion:

We hope our humble effort to provide Education businesses with the maximum information for selecting a Education crm has been helpful.

See a live demonstration of these modules. Get registered for a demo of our Education CRM.

Get more quick reads on Education CRM here.

Resources & sign-up:

 

5 Key CRM Reports for Education Business

Booklet on 100 Features of Education CRM

Booklet on Education CRM for Lead Management

Booklet on Education CRM for Sales Target-management

Buyers Guide for Education CRM Software

Checklist for Buying Education CRM Software

Complete Evaluation of CRM for Education Business

Factsheet on CRM for Education Business

Infographic on Features & Functionalities of Education CRM

Top Features of Education CRM Software