What is an Education CRM Software?

At Meritto (formerly NoPaperForms), we understand the crucial role that students play in the success of any educational organization. We recognize that attracting and enrolling students can be a challenging task, and the process needs to be seamless to avoid losing potential enrollees. That’s why we are here to introduce you to the concept of an Education CRM designed specifically to cater to your organization’s needs. In this blog, we will explore the benefits of implementing an Education CRM and how it can enhance your enrollment procedures. Stay tuned to discover how this powerful tool can help you effectively manage student relationships and drive enrollment success.

What is Education CRM?

Education CRM (Customer Relationship Management) software is a tool used by educational institutions to manage and organize the process of enrolling students. This can include tasks such as tracking leads, communicating with prospective students, scheduling campus tours and interviews, and processing applications and enrolment. The software can also help organizations to analyze data on their candidate journey and make informed decisions about enrolment strategies.

Why Do You Need Education CRM Software?

An enrolment CRM software can have a significant impact on the way educational organizations manage and organize the process of managing and enrolling. Some of the ways it can make an impact include:

• Increased efficiency: By automating and streamlining tasks such as contact management, communication, and application processing, institutions can save time and resources, and reduce the likelihood of errors.

• Improved communication: With the ability to send targeted and personalized communications to prospective students, institutions can improve their engagement with them and increase their chances of enrolling.

• Better data insights: The software can provide institutions with data and insights on their enrolment efforts, which can help them make more informed decisions about their enrolment strategies.

• Better tracking and organization: By having a centralized system for managing all aspects of the enrolment process, institutions can better track and organize their efforts, reducing the risk of missed opportunities or duplicated efforts.

• Increased security and data protection: By using software that is designed to store and protect data securely, organizations can be sure that they are in compliance with data protection regulations and that their data is protected against unauthorized access or breaches.

Features you Need in an Education CRM Software

• Contact Management: Allows organisations to store and organise information about prospective students, such as their contact information, academic history, and interests.

• Communication and Email Marketing: Enables you to send targeted and personalised communications to prospective students, such as emails and text messages.

• Application and Enrolment Management: Allows you to track and manage the application and enrolment process, including processing applications, tracking application status, and managing acceptances and waitlists.

• Reporting and Analytics: Provides organisations with data and insights on their recruitment efforts, such as which communication channels are most effective and where prospective students are coming from.

• Integration with other software: This enables you to integrate the software with other tools they use, such as student information systems and marketing automation tools.

• Mobile CRM: Allows users to access the software on mobile devices, which is useful for staff when they are on the move.

• Security and Data Protection: Ensures that all data is stored securely, and complies with the data protection regulations.

Final Takeaways

Every vertical needs a different type of CRM, you need to identify what aligns best with your organization. No one size fits everyone. In the end, you need a CRM that fits your particular workflow providing you with a smooth and seamless process. A CRM implementation or even replacement is a tedious process, but if you sketch out your requirements ahead and choose the proper software provider, you can be breaking enrolment records.

Meritto’s (formerly NoPaperForms) Education CRM is a vertically focused purpose-built B2C CRM solving the challenges native to the education industry. It enables you to centralize leads across sources to lead allocation to different team members, from personalized marketing automation to counselor/ sales rep productivity mapping, from campaign tracking and optimization to real-time reporting and analytics. All your scattered approaches and silos in your teams are brought together, allowing you to attract, engage, and grow new candidates more effectively.

Are you looking to switch to a CRM that is built for your needs and automates your team’s efforts allowing them to focus on the high-priority deliverables? Switch to Meritto, it not only automates your task but allows you to track and manage the health of your enrolments through a single-view dashboard.