Education Consultant Lead Management System
Capture, Qualify, Assign,Track & Close Sales Leads
Lead Management System is a comprehensive module to handle complete lead management process for Education Consultants & Institutes. The module covers all major feature from lead capture to assignment to closure.
- Capture Lead Automatically.
- Distribute Leads to Telecalling Team
- Assign Qualified Leads to Sales Team for Visit
- Send Personalized Email & SMS to Clients
- Identify & Focus on Hot/Winning Leads.
- Customize Lead Screen to Suit Your Business.
- Monitor Lead Status with Timeline & User Activities.
Lead Management System for Education Consultants & Institutes
Campaigns
Create marketing campaigns track spending & response. View campaign wise leads & bookings details.
Education Specific Lead Screen
Educational Industry Specific Lead screen to capture student interest in courses, skill profile, status & remarks.
Emails to Leads
Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.
Website to Leads
Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.
Web Portals to Leads
Forward your portal leads to CRM Inbox and the software will automatically map the lead information with CRM lead screen.
Lead Auto Assignment
Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment.
Lead to admission Conversion
Convert Hot leads to admissions. All lead info are copied to admissions and additional payment info can be captured.
Timeline View
View lead history with status and updates along with timeline.The timeline shows lead ageing issues.
Territory Management
CRM supports location & project based sales territories. User security based on territory rules can be applied to CRM.
Attach Documents
Attach documents related to lead or customer. Store all relevant marketing material in centralized location.
Lead Prioritization
Prioritize leads with sales stages. Focus on leads with better probability of closure.
Excel Import/Export
Import bulk leads through excel. Configure the excel based on your business criteria. Export CRM data on Excel
Lead Activities Planning, Tracking & Reporting
Site Visits & Calls Followups
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Activities & Reminders
Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.
Daily, Weekly Activity Planner
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
Lead Activities Tracking
View the lead history with sales team's calls/visits against the lead along with timestamp.
Education Consultant CRM Salient Features
Lead Automation
Automatically capture leads from Property Portals like shiksha, career360 etc...
Students/Leads
Education Business Specific Lead screen to capture student interests in courses, activities, etc...
Admission Opportunity
Manage qualified leads with expected value discounts, commissions & pending payments.
Courses Master
Courses Master to maintain course information like course type, duration & amount.
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits. Daily report on Site visits along with mobile GPS location.
Telecaller Performance
Measure telecaller performance by tracking new & follow up calls and site visits/meetings
Agents Master
Agent Master with partner contact details, commission's details. Track leads till bookings.
Parents Communication
Send automated, manual SMS, Email communications to Students & Parents
Up & Cross Selling
Upsell & Cross Sell other related service such as other courses, skill development packages.