Finding a suitable software solution that manages various groups effectively can be difficult. Bespoke education CRM systems help to optimise this operation in a number of key ways.

Effective stakeholder management is key to the success of organisations in the education sector. But finding a suitable software solution that manages various groups effectively can be difficult. Bespoke education CRM systems help to optimise this operation in a number of key ways, boosting collaboration, simplifying reporting and more.

Audience segmentation

Personalised communications require careful segmentation and targeting. Within education CRMs you can develop these marketing lists and manage them carefully, pinpointing contacts according to age, industry, course, behaviours and other key criteria. CRMs also allow marketers to carry out more advanced campaigns. These include student nurture, engagement and retention campaigns.

crm for education

Cloud-based deployment

Cloud-based CRM means employees can work from anywhere, at any time, and from any device - improving overall productivity. The cloud improves flexibility and offers immediate and remote software upgrades. It also reduces costs and has the capability for full scalability alongside your business growth. By centralising data in a single online location, data silos are removed and tasks can be completed far more effectively. Cloud computing also improves your security and reduces the risk of data losses, as you no longer store sensitive data on-site in a physical location.

Easy integration

Education CRM systems are also designed to work with other common applications that teams are already well-versed in using such as the Microsoft Office suite. Users can seamlessly move between Microsoft CRM solutions, Teams, Outlook and SharePoint. This removes traditional pain points for employees that previously needed to log in and out of different systems for different tasks. Useful technology that’s easy to use invariably leads to a far more satisfying working experience.

Process standardisation

An education CRM system also gives the opportunity to refine and standardise processes. One key example relates to the student application process. By formalising this within the CRM system, all employees will enter the same mandatory information, in the same way, ensuring that every stage of the application, decision, offer and acceptance is recorded and completed before the next stage is progressed. This improves business management and process adherence, supporting broader governance efforts and improving student outcomes.

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