CRM For Schools Made Simple: A Beginner’s Guide

Today, a powerful and seamless customer relationship management (CRM) platform such as Microsoft Dynamics 365 CRM is the backbone of countless student recruitment initiatives. This is primarily because a CRM helps educational professionals create and nurture relationships with enrollees and prospects, streamline their education, produce data-empowered insights to define progress towards goals, and streamline marketing initiatives to save time, effort, and resources.

Let us find out what a CRM like Microsoft Dynamics 365 CRM can do for your school.


The common functions of a powerful CRM like Microsoft Dynamics 365 CRM include:

  • Contact Management: Microsoft Dynamics 365 CRM helps you build and store individual contact profiles, segment profiles based on your specific requirements, and track your educational institution's interaction with every individual contact profile.

  • Team Management: Microsoft Dynamics 365 CRM helps you leverage out-of-the-box tools to efficiently schedule tasks, better collaborate, plan workload, and track your lead pipeline.

  • Communication Tools: Microsoft Dynamics 365 CRM can help you explore facilities, tools, and functionalities to log and detail communications with your contacts via email, SMS, phone, instant messaging, physical meetings, and even social media.

  • Real-time Reporting: Since CRM platforms such as Microsoft Dynamics 365 CRM collect granular, invaluable information on your target audience and your own team's initiatives, they help you synthesise critical data into real-time reports that can be used to enhance your initiatives.


One of the biggest advantages of Microsoft Dynamics 365 CRM for educational institutions is that it helps with marketing automation. This means that your marketing team can seamlessly automate specific initiatives, processes, and workflows via Microsoft Dynamics 365 CRM across a range of digital channels. This helps you get more value out of lead scoring, campaign management, email marketing, and the building of landing pages and lead capture forms.


The process of creating and nurturing connections with potential students may appear to be more like an art than a precise form of science but Microsoft Dynamics 365 CRM can help you shift that balance. You can leverage Microsoft Dynamics 365 CRM to build a list of new prospects who have made inquiries. Insights can be quickly segmented by course, location, or any other parameter. As the leads start progressing through the enrollment journey, your educational institution can proactively track the follow-up activities. You can even track down the number of total meetings scheduled and any other useful metric for your admissions team. This also helps your team divert more energy and time on nurturing stronger and mutually-beneficial relationships with prospects while spending less on tracking prospects and productivity status.


In addition to these advantages, Microsoft Dynamics 365 CRM for educational institutions can also help you with:

  • Meetings outcome: A complete summary of the number of meetings your admissions team has held with leads.

  • Speed to lead: A measure of how soon your admissions team is following up with new leads once they enter the system.

  • Lead status: Microsoft Dynamics 365 CRM can help you leverage leads segmented by status (hot, cold, warm, not applicable, not interested, etc.).

  • Lead by source: Microsoft Dynamics 365 CRM can help you identify all leads attributed to their original sources (for instance, social media, marketing campaigns, organic website traffic, paid advertising, etc.).

  • Admissions activity summary: This could include a complete summary of all follow-up initiatives taken by the admissions team (e.g., meetings, calls held, emails sent, etc.).

Find out how Microsoft Dynamics 365 CRM for educational institutions can help your institution identify and win more leads while delivering impeccable student experiences to every student throughout the student journey. Call us at +44 20 3488 8602 or drop us an email at info@cigconsultants.com now.


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