What are the most important features of a CRM for education?

1. Contact management, business opportunities and building lasting relationships with students, parents and graduates.

A CRM for education offers all the critical tools to sales teams to improve data management, generate new business opportunities and build a strong relationship with all stakeholders, while improving their productivity and saving time, through of:

• Contact management: with a few clicks you can add your contacts to the CRM in order to maintain an updated database that saves you all the maintenance work.
• Sales pipeline management: Delegate tasks, add transactions, and efficiently track progress on system dashboards more quickly and easily.
• Sales Quotes: Create quotes and license plate renewals in one click, plus the system has built-in electronic payments and signatures.
• Shared Inbox: Encourages teamwork to optimize tracking and visibility of communication details and lead assignment.

2. Execution of marketing, communications and lead generation campaigns.

HubSpot's CRM capabilities have helped large organizations succeed; In the case of EXATEC, they increased their open rate by 45%, and increased more than 6,500 visits in just the first week.

On the other hand, TALISIS also took advantage of the advantages of digital education through the implementation of HubSpot and achieved an impressive 144% fulfillment of the lead objective for UNID, 134% for U-ERRE and more than 4.6% conversion in courses of English online.

• Email marketing software: create email marketing campaigns in a more intuitive and easier way, without prior computer or web design knowledge requirements.
• Online forms: create intelligent web forms that boost the conversion rate of anonymous visitors into leads for your CRM.
• Landing page builder: make landing pages that adapt to any device, more attractive and generate qualified leads.
• Google Ads: Using education CRM data and web analytics, you can attract more leads and discover which ads are most effective in increasing your conversion rate.

3. Sales communications management.

An accounting CRM system like HubSpot is ideal for converting leads, generating campaigns to remind them when to file taxes, and scheduling reporting calls.

This thanks to the application of multiple digital tools on a single platform:

• Business communication software: carry out effective communication and interact with your leads and clients from a centralized interface where you can also apply effective tools to optimize internal communication between sales, marketing and customer service teams.
• Shared documents for sales teams: you can create a single library for all your sales documents that is accessible to the entire work team where you will receive a notification about when a prospect opens a document and thus, identify which ones help you close more deals.
• Schedule Appointments and Meetings: Streamline appointment scheduling automatically and avoid endless email exchanges, while keeping your calendar in order and up to date.

4. Execution of digital marketing campaigns.

An accounting CRM is also an ideal solution for the effective execution of marketing campaigns, both in small and medium-sized businesses and corporations, thanks to functions such as:

• Email marketing software: create email marketing campaigns—you don't need to have computer or web design knowledge—, personalize emails to improve click-through rates, and apply A/B testing and analytics to maximize the impact of the strategy.
• Form Creation: Create smart, personalized online forms that connect with your customer and contact database to improve the information you have about your leads.
• Make an attractive landing page: HubSpot makes it easy to create professional landing pages with customizable content for each visitor and gives you the ability to analyze, test and optimize the performance of the landing page.