What is a CRM Software?

Before we begin to tell you why education-specific CRM software is your ultimate solution, it is important to understand what a CRM is and what it does.
A CRM (Customer Relationship Management) is a software system that helps to unify all communications and data in one place. This is inclusive of streamlining and automating workflows, administrative tasks, tracking contacts, responses, measuring success, and even managing marketing campaigns.

How is regular CRM software different from an Education sector CRM?

A CRM software customized to fit the requirements of the education sector focuses on enhancing the overall student experience as well as easing out the tedious administrative tasks for the institutions. With the education industry becoming a highly competitive market, its CRM systems are also becoming increasingly multifarious. The system has been built to manage your day-to-day operations. An all-encompassing software that takes over student recruitment and engagement improves outcomes and efficiency by automating a lot of the processes across the student life cycle.

How does an Education sector CRM trump your everyday organized spreadsheet?

The Ultimate One-Source Data Hub

You don’t have to go flitting through multiple excel sheets to find the data you need. The CRM software will accommodate up-to-date information about everything within the institution for easy access to anyone within the institution. Student data, admissions information, emails, responses, analysis, reminders, monitoring, and tracking completed tasks and pending jobs are just a few in the sea of information the CRM software will store. Furthermore, the CRM prioritizes data security, a quality a spreadsheet lacks.

Automate Your Daily Administrative Duties

Need to constantly import or export your data from your spreadsheet to various business tools for various purposes and tasks? This is taken care of now. Once again, data storage and tracking prove to be CRM software’s strongest quality. From the tiniest inquiry into the institution through to enrolment, communications, interests, and many other miscellaneous details required for event management or email campaign solutions or any other purpose for that matter – it is all in one place. A CRM will eliminate the process of having to switch between
multiple software’s for different tasks. You can do it all in one place – the integrated CRM software. You can track prospects for different purposes, all within one platform.

Reliable Communication Trail

Imagine having to go back to every email you have sent to thousands of students to track when a communication was initiated and at what stage of the progress a certain student may be at, and then enter it manually into a spreadsheet. Sounds tedious?

A CRM software automizes this process for you by keeping track of every single interaction in chronological order right from emails, calls, tasks, notes, and any other form of engagement used through the student life cycle at the institution.

Standardize The Communication Between the Institution and Students

Let’s face it! Spreadsheets can be cumbersome to browse through and are not really collaboration friendly. Taking on from the data storage aspect of the CRM software, once again, all interactions with an individual are collected and stored by software, allowing you to not only access and share necessary information, but also keep track of notes, assign tasks, and even receive notifications for tasks that require attention. You won’t have to manually keep track of this information on a spreadsheet anymore.

No More Generic Communications

Over a certain period, it becomes a longer drawn-out process to peruse a spreadsheet and send out targeted communication to various students based on their interests. It also becomes easier to send out a bunch of generic messages and hope that one grabs their attention enough for them to engage. A CRM software will effortlessly segregate data based on individual engagement, interests expressed and demographics via the data store through recruitment, applications, and enrolment processes. This makes it extremely easy to target your communications with students specific to their areas of interest.

Say goodbye to the manual work. Do away with those spreadsheets. One pivotal benefit of using a CRM software is its knack for making every single task more time effective. Browsing through or switching between spreadsheets or even importing and exporting data to and from spreadsheets is a time-consuming process. A CRM is a very comprehensive one-stop for any educational institution. With everything you require to ensure a smooth and efficient functioning, centered on one platform, the amount of time and effort saved is remarkable.

Auto Lead Distribution – a big step towards Sales Automation!

Auto Lead Distribution – a big step towards Sales Automation!


Isn’t it exciting when your business is able to generate new leads? Yes, it indeed is. But this excitement can be a bummer when you have to skim through all the leads and cherry-pick a few amongst them that are aligned with your area of expertise. However, like for any other problem, technology is here for your rescue. This time it is in the form of sales automation.


Through sales automation, manual, monotonous, and time-consuming sales tasks can be easily performed using Software, Artificial Intelligence, and other Digital Tools. We all know that leads are like any other resource; what matters is what you do with them. Further, after getting more leads, the chances of losing qualified leads are higher. The sole reason for this is poor lead management. On the contrary, if you automate the task of lead distribution, the leads are assigned to its suitable sales representative and poor lead management would have no place to stand.


So, let’s understand the meaning of lead distribution and why should you automate the process.


Lead Distribution


Lead distribution is the process of capturing, screening, and matching inbound leads to a specific sales person and allowing the business to be even more efficient with distributing leads. There are two types of systems to perform this task; automatic and manual lead distribution systems, each of which involves a phased and standard procedure for lead distribution. In this article, we’ll discuss about automatic lead distribution.


How does automatic lead distribution work?


Automatic Lead distribution involves using software that pushes leads to sales representatives based on the rules the company has formulated. After skimming through all the leads, the software assigns them based on the criteria like representative’s expertise, capacity, or lead’s location. For instance, you might want all the leads from companies with over 3000 employees to go to your most experienced sales representative. An automatic lead distribution system will perform this operation for you every time you receive a lead within this criterion. 


This system is more efficient than the manual lead distribution system because the leads are served to the representatives automatically and they don’t have to do anything once the company has set up the requirements. 


An automatic lead distribution system includes round-robin and rules-based routing to distribute leads automatically to the sales representatives.


Automated Lead Distribution Methods:



  • Round-Robin



The Round-Robin algorithm assigns leads to the representatives on a rotation basis. If there are 10 sales representatives, each of them will receive leads based on where they are in the queue. After completing the first cycle, the next round of leads will be assigned in the same order. 


This system ensures equal opportunity to all the team members and the work-load bias is eliminated. This method is suitable if the company has homogeneous sales representatives – perhaps, a sales team of a one-product company. Since the leads are not assigned as per any specific criterion. 



  • Rule-based assignment



Along with Round-Robin, lead assignment rules can be specified to improve the lead distribution process. Rather than assigning leads on a rotation basis, you can add rules that further define the type of lead to be assigned to each sales representative. 


For example, you may have a rule that says route any lead with a company size of 100 employees to a sales representative with 2+ years of experience. If your sales representatives have different territories, specify a rule that ensures that they receive leads from locations within their territory.


Benefits of Automatic Lead Distribution strategy


  • More efficient than the manual distribution system
  • It reduces lead response time and conversation ratio
  • Helps to monitor the capacity of each sales representative
  • Automates lead screening time of the sales force.
  • Enhanced customer experience as the lead is paired with its suitable representative. 


The Bottom Line


Automatic Lead Distribution System helps the business to reach out to a lead quickly, give the best possible experience to them, and ultimately, close more deals. Proper usage of this software will also increase the efficiency and effectiveness of the sales representative and provide the company an edge over its competitors. 

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