Today, Cloud CRM software has come widely in practice by many educational sectors. Having witnessed the change, education sectors are targeting to build stronger relationships with students. The CRM system enables secure access of essential information of students and empowers them to manage and control their information.

1. How to evaluate an Educational CRM software?
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2. Advantages of Educational CRM
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1. It provides the overall information relating to the courses available, facilities, fees structure etc in a
single platform.
2. The education CRM software helps you to track leads from various sources.
3. It helps you to manage the enquires on a single platform.
4. It provides complete database of the students which includes details like - name, address, contact
number, guardians details, academic information and many more.
5. It helps the institution to manage the complete admission process with ease and minimum time
consumption.
6. It helps to follow up the enquiries, keep a record of every interaction at the time of counselling.
7. With the help of CRM for educational institution is able to store the fee payment date, amount, due date
etc. They are also benefited with a reminder which automatically reminds you of the same.
8. Reminders can be set for other activities like birthdays, special occasions etc as well.
9. The education CRM Software provides automated reports related to the overall activities of the system.
The reports can be - number of enquiries generated, number of admissions and payment of fees etc.
10. It also helps you with the verification process, which is required for future reference.

3. EVALUATION OF EDUCATIONAL CRM
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● Does the Cloud CRM have an user- friendly interface?
The best Education CRM software comes with an user-friendly interface which makes work easier and
fun on the System.
● Does CRM for educational institution help you to achieve all your goals and objectives?
Every institution needs different features depending upon the requirements. Thus, you must see to that
after the implementation of a cloud CRM you are able to achieve your goals and objectives with smart
work.
● How does the education CRM software help you to handle student enquiries?
The lead tracking software helps the reps to manage student enquiries easily. It also allows you to follow
up the leads, with the help of automated reminders.

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● How to handle lead source?
The education CRM helps you to manage leads from various sources. It also lets the reps handle the
leads according to interest and enquiries.
● Can the vendor provide customizations in the CRM?
The cloud CRM for educational institution requires customizations or personalizations in student
personas, marketing automation like mails, SMS and make notes etc.
● Can the cloud CRM help you to be updated in the technical world?
Cloud CRM is one such leading business strategy which keeps you updated and upgraded in the
technical world. The education CRM software has become a the present trend which focuses on smart
work rather than hard work.

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● Can the sales reps work efficiently with utmost work productivity?
Yes, your sales reps can work effectively with atmost work productivity with the help of education CRM.
The benefits provided for the sales reps are -
1. Overall data and information is available on a single platform.
2. Tracking leads can be easily managed without much effort.
3. The sales reps can bifurcate the leads based on prospect’s interest and enquiries.
4. The automated reminders help them as a prior informer of the tasks or activities.
5. Your sales reps need not have to spend hours together preparing reports. The Cloud CRM itself
provides automated reports based on the activities carried out.
● Is implementation of a CRM for educational institution a cost effective method?
Cloud CRM is a cost effective system which ensures atmost benefits from its features and functionalities.
You will not regret investing on a cloud CRM software.

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● Does CRM for educational institution ensure data privacy?
When you store your information and data in a cloud CRM software, it will remain private and it can
also be protected by inappropriate access. Your data and information is all safe, secure and private in
the cloud CRM System with regular upgradations.
● Does the education CRM provide automated reminders about tasks?
Yes, the CRM software provides automated reminders regarding the tasks and activities like -
Birthdays, anniversary or any special occasions, Fee schedule, Fee payment due date, Lead enquiry,
Prioritized Follow ups etc.
● Does education CRM software make your work easy and fast?
The automated features are an added advantage to your institution through which you can make your
work simpler. It not just saves time but also eliminates the chances of errors or mistakes.

7. Tips while choosing a EduCRM
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1. You must choose a CRM software which is able to fit into your organisation.
2. Make a list of your future goals, objectives, mission and vision. And see to that the CRM system
becomes a platform that helps you to achieve them after implementation.
3. Make a good research about every CRM software available with those features which suits your
organisation.
4. Request for demo to know more about the workings of the features and functionalities.
5. Work with the right vendor before you make the decision. Read reviews, ask concerned individuals,
take trial, communicate with customer service etc.
6. Prioritize your user explorance by giving the right training to your faculty who will be making use of
the Software on a daily basis.

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