Disclosure: Our content is written for information only, and should not take the place of professional advice. All opinions are our own, and we are not experts -- please consult a professional before you make any significant decisions.

Some links or videos may be brand partner and affiliate content for which we are compensated.

Customer Relationship management systems are similar to ERP software but focus mainly on communications and customer service. CRM systems have tools to support every aspect of the student life cycle.

As the world recovers from the recent pandemic, institutions and businesses have had to rethink their systems. One of the valuable tools for both large and small organizations is cloud-based CRM solutions for higher education. Here are some of the essential features that can be beneficial to colleges and universities.

1. Event Creating and Management Tools

Universities are increasingly utilizing CRM for higher education to manage events better. A cloud system can handle a diverse event portfolio with minimal hitches. You can combine tracking with attendee management applications.

Due to the wide range of devices among students, users should have access to resources from different platforms. The software will track the student’s journey from enrollment to when they attend an event.

Using CRM to manage events can be beneficial for knowledge sharing. Since resources are available for the user, applicants are confident enough to share the information with users.

2. Maintaining A Record of Contacts with Document Management

One of the most challenging aspects of developing a CRM system is data collection. Universities have to retrieve data from different sources of information. Some of those records could be in spreadsheets, while others bits of data could still be in hard copy format.

The best CRM for higher education should enable the use of email from the system. Once you retrieve the contact data, you can send emails and attachments to students and staff members.

3. Online Status Tracking Feature

Another beneficial feature of cloud-based CRM solutions for higher education is online enrollment and tracking. The CRM solution should allow students to make applications conveniently through online forms. Through a customer account, students can sign up for events or find accommodation.

The college admission software must also allow students to find resources or check their status online. The feature has proven valuable during the pandemic and the restrictions brought about by social distancing.

4. Workflow Automation to Boost Efficiency

Another benefit of a cloud solution is that you can allocate duties to members of staff. The task you assign will depend on the settings of your CRM software. But effective workflows allow you to reduce the burden of working on repetitive tasks.

You need to consider crafting workflows specific to your institution. For example, if the campus has many short courses, you may want to create several distinct processes. An effective workflow is an essential element of lead scoring and lead generation.

5. Document Sharing and Invoices

Most institutions of higher education use CRM primarily for learning and communication. However, another essential function is to serve as a productivity tool. For example, staff can create invoices from the pricing quotes they receive from suppliers. You can integrate it with other enterprise solutions for billing or management.

With cloud-based CRM solutions for higher education, you don’t need fancy equipment. While smaller institutions worry about staff, it usually doesn’t require a lot of work. The most critical aspect of deploying those tools is to ensure you streamline all processes. Suppose you are looking for the best CRM for universities contact Enrollment Rx. Our CRM solutions empower our clients and end-users to create, modify, and configure functionality with mouse clicks rather than code.

Leave a Reply