Education CRM (customer relationship management) systems are becoming increasingly popular among educational organisations as they provide a comprehensive solution for managing interactions with students, alumni, and other stakeholders.
What is an Education CRM?
Education CRM (Customer Relationship Management) is a software system that helps educational organisations manage and analyse interactions with students, staff, and other stakeholders. It can include features such as contact management, communication tools, marketing automation, and data analytics. The goal of an education CRM is to improve communication and engagement with students, as well as to streamline and automate administrative tasks.
In this blog post, we will explore some of the key use cases for education CRM and how these systems can benefit institutions in their day-to-day operations.
- Enquiry Management: Enquiries come from multiple sources, firstly a CRM for Education Industry helps in capturing and centralizing the enquiry, identifying the source, assigning to the appropriate team member, and responding via email with detailed information about the program. The team also schedule calls or meetings to answer questions and discuss the next steps. Know more about enquiry management
- Studying the intent of the candidate: Each applicant is unique and has a different intent. To comprehend them you need to know them and you can do so by tracking their behaviours and actions on your website and other communication channels. One can do so via lead scoring, CRM assigns a numerical value to a lead based on certain criteria such as demographics, behaviour, and engagement with the organisation’s website or marketing materials. Your team can quickly determine the level of interest and intent of the candidate based on the lead score and allocate resources accordingly. Know more about lead scoring
- Automates personalised communication: The CRM captures and stores data such as demographics, interests, and behaviour, and uses it to create personalised email campaigns, SMS messages, and automated call scripts. It also tracks lead interactions and integrates with marketing automation and social media tools for personalised messaging. This improves communication efficiency and conversion rates. The CRM also allows for analysis of communication campaigns for insights into what messages are most effective. Know more about personalised communication
- Automates Manual Tasks: Streamlining and automating repetitive and time-consuming processes such as data entry, lead tracking and communication management. The CRM uses automation tools like drip campaigns, email and SMS triggers, and task scheduling to minimise duplicate leads, maintaining ten spreadsheets for leads, communication, and follow-ups, setting up reminders on their mobiles and watches. This improves the efficiency of processes and reduces the workload for team members. Know more about automating manual tasks
- Marketing and recruitment: Education CRM systems can help organisations to target their recruitment and marketing efforts to specific groups of students, such as those who have expressed interest in specific programmes or majors. This allows institutions to tailor their messaging to specific audiences, resulting in more effective and efficient marketing campaigns. Know more about Marketing and Automation
- Reporting and analytics: Education CRM systems can provide institutions with valuable data on student demographics, enrolment trends, and other key metrics. This allows organisations to make data-driven decisions and identify areas for improvement. Know more about Reports and Analytics
In conclusion, education CRM systems provide a comprehensive solution for attracting, managing and scaling enrolments. By automating tasks, providing valuable insights, and facilitating communication and collaboration, education CRM systems can help you to achieve your organisational goals. Looking for a CRM that is built for your education and aligns best with organisations, start your journey today with Meritto (formerly NoPaperForms), a B2C CRM purpose-built for the education industry.