Discover how a CRM helps you during back to school, as summer comes to an end and we start a different school year filled with new challenges both in teaching and management. In reality, the beginning of the school year can always be overwhelming so it is essential to find a way to stay organized. In order to provide the best service to parents, teachers and students by increasing the productivity of the school as a whole.
It’s in moments like these, that we must turn technology into our ally. In this case, a CRM can help us to optimize those repetitive processes that take time and to give punctual pursuit to each one of our clients to maintain them happy and focused in the education
Read on to learn 6 ways a CRM can help you during back to school.
1. Follow up on each question you receive.
Starting a school year in the midst of a Pandemic is new to everyone, so many questions will arise. Being able to answer each one of them in a timely manner and keeping all your clients informed will be indispensable for the success of the course. A CRM will allow you to follow up on every conversation, include comments and schedule reminders to maintain constant and assertive communication.
2. Automate repetitive processes such as updating files.
Updating student, teacher, and parent information and records up to date is a task that must be done constantly. A CRM allows us to automate repetitive processes like this one in order to lead you to invest less time and reduce errors, and to focus on more productive activities.
3. Obtain a global vision of what is happening.
A CRM gives the management team a global vision of the tasks that are being carried out throughout the campus; as well as the number of leads and their evolution within the sales protocol. In addition, it will allow you to obtain dynamic reports and performance graphs to measure the evolution of the business and to make informed decisions at all times.
4. Continue following up on information requests.
Even if the school year has already begun, there are people who still request information. Having a CRM will help you keep the flow of answers without neglecting the beginning of the course. In addition, you will keep track of each of the channels through which you receive requests: website, social networks, email, phone calls.
5. Virtually sign contracts and minutes.
Especially in this school year, we must avoid the papers and the agglomeration of people in the school. For this reason, having software that allows you to virtually sign contracts and minutes that are required at the beginning of the school year will be very helpful. This will additionally optimize this process.
6. Email marketing automation.
The CRM can become your business assistant by allowing you to schedule email marketing campaigns and automate the response to various requests. You can use these first weeks, while students are not yet in school, to schedule the first months, forget about this task the rest of the days, and focus on education.
Conclusion
A CRM helps you during back to school in many different ways: becoming your business assistant, automating repetitive processes, providing digital options for signing contracts, as well as for requesting information and documents. Additionally, it will be a key element in the constant communication with students, teachers and parents so that the school year starts off correctly.
