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Posted on April 27th, 2024

How Study Abroad Consultancy CRM tranform

Overseas consultants and study abroad agents require a CRM tailored to their unique needs to manage and streamline their operations effectively. By implementing a CRM specifically designed for study abroad consultants, they can significantly enhance efficiency, productivity, and overall performance.

A Study Abroad CRM empowers consultants to efficiently handle student inquiries, facilitate seamless communication, manage financial transactions, and track performance all within a single centralized platform. This integrated approach eliminates the need for disparate systems and manual processes, leading to improved workflow and increased productivity.

Join us as we explore the benefits of a Study Abroad CRM and discover how Entrily The Global Admission Provider can help consultants optimize their operations and achieve their goals.

Why Study Abroad Consultants Need a Purpose-built CRM?

In today’s competitive educational landscape, Global Admission Providers play a crucial role in guiding students through the complex process of pursuing education overseas. However, managing the lot of tasks associated with this responsibility can be daunting without the right tools. A purpose-built CRM (Customer Relationship Management) system tailored specifically for study abroad consultants can transform their operations, enhancing efficiency, productivity, and overall performance. Here’s why a specialized CRM is essential.

Centralizing Student Data

A CRM allows you to capture and manage all incoming leads and inquiries in a centralized location, making it easy to access and update information. This data can include contact details, academic records, test scores, and application status, enabling you to track students’ journeys throughout the application and conversion process. Additionally, this centralized information allows for personalized support and guidance, helping students navigate the application process more effectively.

Managing Communication

Effective communication with students is critical in the study abroad business, and a CRM for study abroad consultants is designed to facilitate this efficiently. Consultants can send automated emails, SMS, and WhatsApp messages to keep students informed about important deadlines and requirements for their chosen courses and universities. Moreover, the CRM enables consultants to schedule and conduct virtual meetings with students, which is particularly useful for those located in different parts of the world.

Tracking Opportunities

A significant advantage of using a CRM is its ability to help overseas consultants track their leads and opportunities, providing a clear overview of the sales pipeline and forecasting future revenue. This capability allows the sales team to efficiently convert leads and identify cross-selling opportunities. With this information, consultants can plan and budget effectively, making necessary adjustments to their sales strategies as needed.

Monitor and evaluate all applications

Each application will be managed and analyzed digitally by an integrated admissions system, eliminating the need for a lot of human labour. Applications can be viewed on the system or downloaded as PDF files. To make sure you are selecting and quickly admitting the top students to your institution, create interview and academic evaluation forms on the system and put each applicant through a consistent process.

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A CRM is an essential tool for study abroad consultants, offering a centralized system for managing student information, communication, financial transactions, and performance tracking. It streamlines operations, enhances efficiency and productivity, and improves the overall student experience. Therefore, it’s time for study abroad agents to make the right choice for their business and switch to Entrily – The Global Admission Provider for Overseas Consultants.