Companies work in education consultancy helps many students to get admission and relocating to different countries. It is one of common business around the world. This article discusses the reasons ‘Why Zoho CRM is the best CRM for Education Consultancy Business’

Here are some of the benefits of using Zoho CRM in Education consultancy business

1. Lead generation

Enquiries generally generated through multiple ways such as website, social media, welkins, referrals and telephonic. Zoho CRM will be able to capture all the leads and track the lead source. This will help the companies to monitor the performance of each lead source.

2. Lead assigning

Expertise of admission advisors will be different based on the university / country. Hence, most of the consulting companies keep the advisors dedicated for university / country. Zoho CRM can help to allocate every new query based on the pre-defined criteria and inform the team member.

3. Tracking the progress

Tracking each step of the process is very important for better reporting and operation. Zoho CRM can be designed as per the requirements of every business to manage the process.

4. Collection and management of documents

Collection of the documents from the students can be managed using Zoho Forms and it can be uploaded into Zoho CRM directly. It will help the advisors to save a lot of time in collecting and managing the data. In a nutshell ‘student document is uploaded by student itself’.

5. Scheduling the meetings

Zoho CRM can be integrated with most of the online meeting tools. It will help to reduce the meeting scheduling and follow ups easy.

6. Email alerts / updates

Communicating with students and parents in every step is a key element for managing the process professionally. Zoho CRM can automate most of the tasks in this area.

7. Check list management

As each university / country follows different criteria for admissions, keeping and following the check list is very important. Zoho CRM will help for automatically assigning the relevant check list based on the university.

8. Reporting and analysis

Generation of reports based on different criteria such as university, country, Nationality, Age, Gender etc can be configured in Zoho CRM.

9. Advanced dashboard

Graphical Dashboards with multiple elements can be configured in Zoho CRM and it will be available even in Mobile application.

Assistance from Alchemist Advanced Technologies:

As a leading partner of Zoho, we can assist you with setting up and implementation of Zoho CRM.

Reach us: connect@alchemisttechme.com / +971556205750