How to choose the Best Education CRM Software

Education CRM software systems leave no stone unturned to take the productivity and performance of a business from the educational ecosystem to the next level. Nonetheless, not every CRM tool is equal in terms of performance and after-sales support. That means you should know how to choose the best option for your business from a diverse range of CRM tools. 

You already know there are various education CRM software systems available in today’s market. Therefore, you need to verify if your shortlisted system can help you monitor all your clients and prospects. 

Moreover, the software should be able to keep all the contact details up to date to help marketing professionals in your business reach out to potential and existing clients. 

Do not forget to check whether the system can monitor all the interactions between your business and your clients or prospects or not. When it comes to opting for the right education CRM software system for an education institution, one needs to check the following two criteria for their shortlisted option:

A best-in-class education CRM tool should be able to take the relationship between the academy and students to the next level. The shortlisted software program should be able to streamline the process of analyzing, verifying, and approving new applications from students for admission to the respective institution. 

In-House or SaaS Software: Which option should you choose?

Are you all set to leverage the power of an education CRM software system? If yes, then you would be having two choices to choose from. Firstly, you can decide to develop an in-house education CRM system for your institution. Secondly, you can opt to buy a SaaS software system from a reputed and reliable vendor.
It signifies you need to decide which option would be the best solution for you. Although the decision depends on the requirements of the institution, the most feasible option in this regard is to purchase the license of a cutting-edge education CRM system like EduCtrl. 

It especially goes well with the situation when an education institution lacks manpower or does not want to go through the cumbersome process of developing an in-house CRM system. 

You may wonder if an in-house CRM system may be advantageous over a SaaS product in terms of functionalities or customizations. Nonetheless, it is a myth. Today’s CRM system has revolutionized and transformed the way a business operates whether it is about features or personalized settings. An advanced education CRM system comes as versatile software to take the productivity and performance of a business to the next level.

Moreover, you cannot deny the complexity that an in-built CRM system brings for the institution when it comes to scope as well as development. Hence, it would be the best decision for most education institutions to choose a best-in-class pre-built education CRM system like EduCtrl.

Since there is no dearth of options for education CRM systems in the market, you have to be clear about your business requirements and expectations. Note that there is no one-size-fits-all concept when it comes to CRM tools. Moreover, you have to choose an education CRM software system only if your business belongs to the educational ecosystem. 

Tips to choose the Best Education CRM Software System for your business
 

If you feel overwhelmed with the information and wonder how to choose the right CRM software for you, the following tips would help you:

Versatility & Budget-Friendliness:

Developing an education CRM software system from scratch is not a cakewalk for any education institution. Not only is the entire procedure cumbersome but it is time-consuming as well. 

However, some people choose to build a SaaS software system by integrating various open-source software components. You might think this solution to be a budget-friendly approach. 

Nonetheless, in reality, such a solution may be susceptible to adaptability issues, unlike a professional solution. As a result, the need for a professional software solution may arise in the future in terms of scope and updated functions.

Therefore, the best solution in this regard is to opt for a customized education CRM software system for your business. You need to make sure that the shortlisted CRM tool is able to cater to your expectations and business goals. In addition, it is a must to check whether the license cost is within your budget or not.

Note that every education CRM software system is different when it comes to terms and functionalities. That is why pricing is different for different solutions. Moreover, there are two models for CRM software systems. 

You can either opt for an outright purchase to own the software system for a lifetime or choose to go for the subscription model to buy the license of your favorite CRM tool. The second option calls for the monthly or annual purchase of the chosen education CRM tool. Now, it is your turn to decide which model would work for your business the best. 

Do not forget to check whether you can cancel your subscription to the software at any time you want or not. In essence, as a customer, you need to have as much freedom as you deserve from the education CRM software system that you have chosen for your business. 

For instance, EduCtrl is a best-in-class education CRM software system that leaves no stone unturned to fulfill the requirements and expectations of its esteemed customers.

Convenience & User-Friendliness:

Not every education CRM software system is built equally. Hence, it is your call to decide whether you want a user-friendly or complex CRM tool. The best option here is to go for a less complex yet feature-loaded solution. If you do not want to go for a high learning curve, then choose a user-friendly option like EduCtrl. 

Thus, your team members can also learn how the software system works in less time. In other words, ensuring the user-friendliness of the software interface is crucial if it is going to be used by a lot of professionals in your organization.

The Convenience of Calling Students:
 

Do you want to spread the reach of your business in the educational ecosystem? Yes? Then, your shortlisted education CRM software should come with the calling functionality. 

A cutting-edge CRM tool should enable its users to integrate the system with a VoIP (Voice over Internet Protocol) phone provider. Furthermore, the CRM software solution should be able to monitor each and every communication and interaction between the institute and students. 

Thus, you can keep track of the performance of your marketing campaigns and make informed decisions accordingly. Moreover, interacting with your prospects via phone calls to let them know about your institution’s courses and to resolve their queries would take the credibility and authenticity of your business to the next level.

Check out the Implementation Process:
 

Do not forget to check out the onboarding process of your shortlisted education CRM software system. If you do not have any experience in leveraging the power of a CRM tool, then it is better to choose a system with configuration support. However, it is better to ensure that the setup support comes with an additional cost. On the other hand, you can also choose to configure the CRM software system on your own.

Some CRM tools come with the convenience of support resources to help the users with the starting of their journey. It is a must to consider some aspects, such as the size of your educational institution or the experience of your marketing team members before choosing an ideal CRM tool.

What about Reporting?
 

You cannot expect every education CRM software system to come with the same level of reporting. Although most tools come with the convenience of analytics for reporting, the level of analytics changes from one platform to another. 

Always opt for a CRM platform that enables users to build custom dashboards to help them access the needed information at their convenience. 

The convenience of in-depth reporting helps marketing professionals to measure the effectiveness and performance of marketing campaigns. Moreover, analytics can also help your team to assess the applications and performance of students in your educational institution. 

The Automation Support:
 

Opt for an education CRM software system with the support of automation. As a result, you can take the productivity and performance of your business’s marketing team to the next level. 

Needless to say, a CRM tool with the power of automation enables users to complete manual tasks and interactions with clients and prospects automatically (without any intervention from the users). 

However, the process calls for a small learning curve, otherwise, it won’t be possible for a user to give instructions to the CRM tool to enable automation. Note that the level of automation keeps on changing from one CRM tool to another.

Do you want to save your marketing team’s time and effort from repetitive manual tasks? Then, having the power of automation in your shortlisted education CRM tool is a must.

The Convenience of Integrations:
 

Do not forget to check whether your shortlisted education CRM software system can integrate with popular software providers or not. Whether it is about integration with well-known social media platforms or marketing automation software, a best-in-class CRM tool should come with the power of integration.

For instance, if you are already leveraging the power of multiple software programs to boost your business, your shortlisted CRM tool should be able to support your journey.

Having Customer Support is a must:

In short, you must have a proper requirement when it comes to the customer support of a CRM tool. Do you prefer dedicated customer support to get all your queries resolved from time to time? Are you okay with an additional cost coming with customer support of a CRM tool? Are you looking to get a 24*7 customer support facility from an education CRM software system?

Irrespective of your requirements and expectations, you need the assistance of the customer support team of the shortlisted CRM software. Thus, you can expect to overcome all the technical challenges while using the tool with ease and get your queries resolved at the earliest. Note that there are many perks of interacting with a real human being instead of a bot when it comes to using an education CRM software system. 

You should have the power of customization:

Always go for a CRM tool that comes with the provision of customization. Rigid platforms make users work within certain limits set by the respective CRM tools. On the other hand, flexible CRM tools offer an extent of customization to their customers to enable them to personalize the tool to cater to their requirements and expectations. 

What about Text Messaging?

A best-in-class education CRM tool should be able to enable its users to reach out to clients and prospects via bulk SMS messages as a part of a marketing campaign. The text messaging function helps an education institution to let its clients and prospects know about the announcements and updates of the business.

Wrapping Up

In short, it might be a cumbersome and time-consuming task to opt for the right education CRM software system from a large pool of options. However, you are now familiar with the strategies through which you can land on the perfect option in less time. 

Do not forget to check the ratings and reviews of the shortlisted CRM tools before choosing one. Talk to the customer support team about the price structure in detail to avoid any sort of hidden costs later. Furthermore, you need to be aware of the terms and conditions of using the shortlisted CRM tool to make sure you are on the same page with it. 

Hence, what are you waiting for? Opt for a cutting-edge education CRM software system, such as EduCtrl, to take the productivity and performance of your business to the next level in the educational ecosystem.