

To efficiently implement CRM (customer relationship management) one must first understand its history and its importance. Travel through time, and you will learn of a detailed background, its creators and evolution.
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Schools, whether they be primary, secondary, or tertiary, all benefit from using Customer Relationship Management strategies and software to increase communication, engagement, and data analysis. This online tool enhances the overall experience of prospective, current, and former students by curating their journeys so they are as smooth as possible.
There are many direct and clear benefits to using CRM platforms in schools, including:
There are many CRM products that have been specifically adapted for use in educational settings. Let’s take a peek at 7 of the popular products and you can decide which is right for your institution.
Salesforce has many CRM products that are widely used in the business sector and they’ve used that experience to create the Salesforce Education CRM. They have specific solutions to support the entire education journey from K-12 through various forms of higher education. Using classic CRM operations, Salesforce Education supports:
Microsoft Dynamics 365 knows that primary, secondary, and tertiary students are dealing with complex systems as they try to reach their goals and that institutions analyzing and acting on their data can make that process significantly simpler. The Education Accelerator has two parts – the education data model and sample applications. These components help your institution:
Blackbaud is a CRM solution for K-12 schools that has been around for four decades and is committed to positive impact on communities. It connects students, parents, teachers, coaches, advisors, and administration so that all information is readily accessible and nothing falls through the cracks.
HubSpot Education uses inbound marketing techniques to attract and retain prospective students throughout the admissions process in the most cost-effective way possible. Their inbound method follows these steps:
Keap Max Classic, formerly Infusionsoft, is a CRM product that provides marketing and sales automation, customizable campaigns, and advanced app integration. It offers the best of business CRM solutions to support higher education goals. Keap Max Classic will help your institution:
Zoho Education Management Software will help keep your institution running the relay with students, staff, and administration at peak performance. This app helps you control each part of the institution and make the work easier by automating many day-to-day tasks. The Zoho Education Management System supports:
Pipedrive has created a CRM product for universities and other higher education institutions to help them increase admissions rates and improve student/staff communication. This product automates certain outreach steps to increase engagement throughout the student’s journey. It also provides a comprehensive view of communication among students and staff. Pipedrive works to:
Customer Relationship Management platform will help your institution reach more of the right people and make sure they want to continue with you by increasing communication and engagement. There are many excellent education-geared CRM products available to help your institution reach all of its goals.