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Does your current CRM meet all your school’s requirements?

Published Bernice on Wednesday, December 16, 2020 12:00 AM

CRM requirements for education providers

We’ve said this before and we’ll say it again….a CRM is a vital part of a school’s day-to-day organisation and planning, therefore, it is of utmost importance that your CRM matches the way you run your Academic department, your Marketing department, your Accommodation department, your Accounting department...and so forth.

Having the right CRM for your school or university is a very important decision to make for any education provider as this is something that will affect everything from budgeting, to planning, to forecasting, to business data analysis, and most importantly, it will play a vital role in the customer journey especially when we speak of integrated booking forms, classroom planning and accommodation allocation.

So what should one look for when choosing a CRM?

Tip 1: Look for a Customizable CRM

In our opinion, this is the most important place to start. It might not be the cheapest, however, when it comes to the day-to-day running of your school, you want something that reflects YOUR way of doing things. Each school and each university is different; and unfortunately when you go for an off-the-shelf product you will often end up in a situation in which you will need to change various systems and processes in order to adapt to the new system. A customizable CRM, such as Intrinsiq, will ensure that it is the CRM that adapts to your system, and not vice versa.

Tip 2: Make sure that your CRM provider involves you in the process

Unfortunately there are several companies on the market that would make a lot of shiny promises while they are trying to get you to sign up, and then treat you like a number, once they make the sale. Needless to say, this is not on. 

Your CRM provider needs to be someone who asks to have you involved in the project, because that way both you and the provider can rest assured that the end-product will be exactly what you want.

Tip 3: Insist on having a Flexible CRM

Whether or not you are currently already using a CRM, you probably already have other systems and processes in place - whether it is accounting software, or online booking forms, or even a newsletter software to stay in touch with your students. A good CRM is one that enables you to retain the systems and processes that you already have in place and integrate with them. 

Tip 4: Make sure that your CRM enables you to gather data from your online booking forms

Good online booking forms are an extremely efficient way of gathering important data that can help you increase the number of bookings. Sometimes, students start the booking process but then stop half way for one reason or other. A good CRM is one that enables you to pull out this kind of data, show you exactly where the student stopped and allow you to make contact with them. Sometimes, all they would need is that additional human touch to go ahead and change a lead into a solid sale….and a good CRM ensures that you can do just that.

Tip 5: A good CRM is cloud-based

Some schools are still using paper-based systems. Cloud based systems are highly efficient and also effective for a variety of reasons including increased capacity, scalability, functionality, as well as reduced maintenance and cost for computer infrastructure or members of staff. Therefore, it goes without saying that, a CRM provider that has been cloud-based for over a decade, is definitely the way forward.

Tip 6: A good CRM is one which turns Business Data into Business Intel

Marketers are known to spend hours interpreting data to try and pull out trends which would help them with their forecasting. A good CRM is one which:

- Enables you to track Agent Performance at just the click of a button;

- Enables you to interpret enquiries at just the click of a button;

- Provides you with powerful reporting tools that open up new possibilities and lead to growth at just the click of a button;

- Enables you to identify market trends at just the click of a button;

- Enables you to create forecasting reports at just the click of a button.

The tips above are just a few, of what I think, are the most important things to look out for when choosing to work with a CRM provider. If you wish to have a chat with the Intrinsiq team to start the new year on a new and efficient note, do not hesitate to drop them a line on  

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