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Lead Management System
Simplify the daily institutional operations with modular, integrated student information system which provides accurate information in real-time. Eliminate paperwork with system-based processes and channelize all the efforts towards retaining students, improving student outcomes and achieving institutional goals.
Attract, Engage And Cultivate Potential Prospects
Attract potential audiences and give them the time and nourishment they need. Distribute leads, set follow-up reminders, alerts and access follow-up history details in real-time to foster each lead
Trace History
Trace the source or channel through which the lead was generated to improve future campaigns and get a better view of the target audience
Lead Distribution
Distribute leads according to region, interested course, etc., and assign leads automatically to the respective executive.
Reminders and Alerts
Trigger auto reminders and alerts for key activities and events and track all the processes in real-time..
Campaign Management
Lead Capture
Lead Nourishment
Lead Allotment
Lead Closure
Inspect leads
Campaign Management
Several kinds of campaigns can be run and managed directly with the CRM-based lead management system, and you can also track the effectiveness and success of each campaign. Additionally, you can create several recruiting campaigns for different segments of students and prospects. The system enables you to run and manage all types of campaigns, such as email marketing, SMS/MMS marketing, conventional marketing, Adwords, etc.
There can be multiple stages in every campaign. For instance, the first interaction could be via SMS, the next could be via email, and further interaction may be telephonic, and so on. Moreover, the campaign data is segmented into various categories such as students, prospects, etc., and different promotional content such as newsletters, emailers, etc. can be sent accordingly.
Due to its integration with CRM, the campaign activities can be tracked in real-time. Even the smallest details of every prospect, such as clicked links, opened messages or emails, etc., can be known. Prospect preferences and behavior can provide you with actionable insights. The powerful analytic tools and the real-time data from dashboards allow you to identify the areas of intervention and keep track of the numbers and stages of the prospects. Alternatively, you can measure the effectiveness of the recruiting campaigns and even evaluate the return on investment.
Lead Capture Automation
Automate the process of capturing leads with the ERP and create a structured and centralized database. Leads can be captured via several channels and sources such as Billboards, Ads, Offline Modes, Online, Social Media, Email Marketing, Paid Campaigns, Webinars, etc. The Lead Management ERP stores this data in an organized manner and structures the captured lead data in any way you need. The ERP sends auto-generated notifications whenever a lead goes unattended.
Track the sources and channels of the leads to measure the campaigns’ effectiveness and reach. Get valuable insights about which campaign attracted which kinds of prospects from which regions. It further helps target specific audiences via specific channels and the right kind of campaigns.
Make sure only the concerned executives reach out to the specific prospects to provide them with the appropriate information. It ensures that your prospects get a call from a specific person that facilitates productive lead follow-up.
The Higher Ed CRM stores the details of each follow-up on the prospect and maintains a follow-up history. Using this history, the executive can further foster and cultivate the lead effectively as it helps in understanding the requirements and interests of the prospect. Work as per your requirement by setting alerts and defining the aging leads the way you need to.
Lead Nourishment
Nourish the lead once it has been captured by the system by collecting as much information about the prospect as possible. The data can be gathered via various sources such as online, digital and social media platforms. Ensure the institute executive has all the required data readily available and save his time and workload.
The ERP closely monitors the lead activities on your website regarding the clicked links, viewed pages, time spent on a particular page, and downloaded resources. Strategize and plan according to the actionable insights about the behavior and interests of the prospect.
Lead Allotment & Follow-up
The lead management system distributes and assigns leads automatically according to the institute to the respective executive based on the stream, region, campus or course preferred by the prospects. Make sure that only the concerned executives reach out to the specific prospects to provide them with the appropriate information. This ensures that your prospects get a call from a specific person and facilitates productive lead follow-up.
The higher Ed CRM stores the details of each follow-up on the prospect and maintains a follow-up history. Using this history the executive can further foster and cultivate the lead effectively as it helps in understanding the requirements and interests of the prospect. Work as per your requirement by setting alerts and defining the aging leads the way you need to.
Lead Closure
Identify the aging leads, with the ERP, in order to engage them further. Foster aged leads and send them promotional content and useful resources such as testimonials, videos, etc. Gently urge them to take admission.
Close the converted leads in the system to stop any further activities or trigger any alerts for the same. After the lead is converted and closed, transfer the lead data to the admission module.
Inspect leads and Get Insight
Analyze leads to gaining actionable insights with the help of dashboards. The lead management software consists of two types of dashboards: the User Dashboard and the Admin dashboard, based on user-specific needs.
Executive Dashboard
The institute executives have access to User dashboards which gives them insights into the status of all the leads assigned to them.
Information such as the number of inquiries, follow-up leads, and closed leads can be viewed region-wise, territory-wise, etc. This aids them to get a quick view of all their leads at once and decide upon a further course of action.
Management Dashboard
The Management Dashboard is a collective reflection of all the Executive Dashboards and can be accessed by the management or the chief admissions officer. The real-time status of all the prospects assigned to all the institute executives can be analyzed with this dashboard.
The Management can gain access to key information regarding leads – district-wise, state-wise, or gender-wise along with the sources of lead generation.
Using the Management Dashboard, the data related to an individual executive dashboard can also be accessed.
Lead Management Features
>> MIS Fees Reports
Set reminders as per your convenience and get notified about the same on your email or phone.
>> Email/SMS Notifications
Send or receive Email or SMS notifications on important events or deadlines so that none of the leads are missed
>> Excel Import Export
Import or export any kind of information using excel sheets. Configure it as per your needs.
>> Integration With Admission Module
Export all the details of the lead, in a single click, to the admission module once the lead has been converted.
>> Lead History
View the lead follow-up history in one place and make strategic decisions for further communication.
>> Configurable Dashboards
Configure the user or admin dashboards to suit the required workflows and terminology and to achieve the most out of the system.