Why does the education sector need a CRM?
Education is no longer confined to lecture halls or classrooms, nor is it exclusive to people younger than 20. Ed tech companies, online schools, coaching and training centers, and overseas study consultants have emerged into the market alongside conventional schools, colleges, and universities who need a modern CRM not just to sell courses, but to nurture relationships with students, parents, staff, donors, alumni, and others. Zoho CRM makes it possible to manage the complete relationship lifecycle from inquiry to enrollment using automation, enabling sales teams to drive more conversions with ease.
Features to look for in an education CRM:
- Intelligent automation capabilities
- Secure custom portal access for stakeholders
- AI-guided selling and best-action suggestions
- 360-degree view of leads and contacts
- Customizable solution for unique business needs
- Automated workflows based on trigger actions
- Sequential workflow orchestration
- In-depth reporting and analytics
Why choose Zoho CRM for your business?
Integrate
with ERP, billing, invoicing, and finance apps using APIs and connectors.
Effortlessly migrate
data and workflows from legacy systems.
Provide self-service portals
for students, teachers, admin, and parents.
Deploy intelligent automation
to take the load off your staff and eliminate redundancy.
Manage your admission lifecycle
from inquiry to enrollment, all from a single portal.
Contextually collaborate
with staff, get alerts, and track trends.
Some of the leading educational institutes that trust Zoho CRM
Manage your school's entire database effortlessly
Track information related to students, staff, programs, and funding with simple clicks. Collect high-quality leads, orchestrate journeys from inquiry to enrollment, track sales team performance, and collaborate efficiently with internal and external stakeholders.
Get all the relevant data into your CRM
Customize layout forms with layout and validation rules. Invoke call scripts and dynamically modify fields in your lead (student) information collection form. Make form- and field-level changes, add functionalities, and more using Canvas, Zoho CRM's no-code design studio.
Boost enrollment by matching students with the right courses
Create a library of courses, complete with information on eligibility criteria, course duration, mode of learning, fees, loans, government funding, and more. Make it easy for field staff to guide students to the right courses; save time and increase enrollment rates.
Create custom portals for educators, admins, students, parents, and government auditors
Set up secure and dedicated portals for various stakeholders to view, own, and modify student records. Customize permissions for profiles, roles, groups, or users. For instance, staff can update students' attendance and scores, parents can view scores, and auditors can track the success of government-funded programs.
Run your school on auto-pilot using Zoho CRM's automation
Orchestrate a fully automated sales process within Zoho CRM. Auto-qualify leads into various funnels based on pre-configured rules. Create automated follow-ups for students or parents via email, WhatsApp, or other apps. Integrate workflow and project management apps with Zoho and auto-assign critical tasks to sales, staff, or admins any time a student enrolls.
Reimagine the way you work with Zia
Zoho's AI assistant, Zia, can fetch data and insights on command. Zia can transcribe calls, identify and interpret sentiment, intent, and emotion behind calls, making it easier to convert leads. Zia can also recommend the best time to contact leads and suggest action plans to convert them.
Gain actionable insights into your data
Track the sales pipeline from lead to conversion and identify where dropoffs occur using advanced analytics. Track your sales team's performance. Predict sales or churn, identify trends and outliers, and optimize marketing efforts to attract the right pool of students for your institution.
Benefits of CRM software
improvement in lead conversion rates
revenue increase per salesperson
improvement in customer retention rates
increase in customer satisfaction rates
Integrate with your favorite apps
Zoho CRM works with other products you use every day. Seamlessly integrate with more than 100 popular business apps and let Zoho CRM speak the same language as your business.
SKILLS2WORK models a process-led CRM and boosts productivity by 40%
Edusoft, the global leader in ed-tech, chooses Zoho CRM over SAP and Dynamics 365
CityDance brings together dance and data to save $100K with Zoho CRM
From the get-go, SKILLS2WORK were clear on what they wanted: a malleable CRM that would work around their processes. Using Zoho CRM's Canvas, they were able to create forms within forms to collect student information comprehensively. The result? 100% user adoption and a 40% increase in productivity.
Edusoft wanted a CRM to help them scale up. Zoho CRM's integrations, customizations, and ability to create scalable online processes using automations proved to be a clear winner for the company. Soon they experienced smoother operations and higher conversions.
Washington-based CityDance were tired of using multiple applications to store student information. They wanted a unified solution to track all student information in one place, and that's just what they got with Zoho CRM. As an added benefit, CityDance saved $100K within the first year.
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