What Is An Education CRM & Why You Need It?

For a business to succeed, it needs to have a streamlined process to create and nurture relationships with customers. All documents, interaction history, and plans should be conveniently stored in one place. Furthermore, the business should be able to mass advertise and sell its products and services to the right people at the right time and place. The same principles apply to all stages of education - registering the learning process, admissions, monitoring progress, and planning the individual and collective learning & development of students. This is where CRM Systems for Higher Educational Institutions come into the picture.

Advantages of CRM Systems for Higher Educational Institutions

  • Unified view of constituents: Multiple and often siloed teams tend to engage with different categories of constituents within educational institutions across a range of channels and platforms. Generally, there is no single view of all the involved constituents. Thankfully, higher educational institutions can gain a unified, single view of constituents by leveraging CRM solutions. In other words, CRM Systems for Higher Educational Institutions help them gain a 360-degree view of all the constituents that, in turn, enable effective engagement, better lead tracking, and personalisation.

  • Student-centricity across the student lifecycle: CRM Systems for Higher Educational Institutions help institutions drive student-centricity across the lifecycle of students, from admissions to clearing courses and beyond. With out-of-the-box features offered by leading CRM providers such as Microsoft, seamless and relevant student experiences can be offered proactively by educational institutions. If this is not all, CRM Systems for Higher Educational Institutions also help build enduring relationships with alumni while improving retention and course completion rates of existing students.

  • Seamless communication and connectivity: One of the best things about CRM Systems for Higher Educational Institutions is that they empower institutions to become truly and meaningfully connected campuses. For instance, higher education institutions can leverage Microsoft Dynamics 365 CRM to access and view every single interaction, from all possible points of contact, with all the constituents in a single, centralised, and unified platform. This helps them eliminate department siloes, gain real-time visibility into processes, communicate easily, and gain actionable insights to make better and smarter decisions. In addition to these advantages, CRM Systems for Higher Educational Institutions also help institutions build and nurture meaningful, deeper, and personalised relationships at scale.

  • Seamless admissions and recruitment: Education institutions are better positioned than ever to seamlessly manage their student admission and recruitment processes by leveraging custom CRM solutions. This is simply because CRM systems allow them to view all interactions across channels with potential leads in a unified platform. This also makes lead tracking and engagement more result-oriented, efficient, and effortless. The counselling and admission teams can proactively send messages, alerts, and notifications to minimise lead leakage.

Need help with adopting CRM software for your higher education institute? Contact us now at C.I.G Consultants.


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