Picking the Right CRM Software for Your Consultancy

In 2023, automation is essential to expediting any business processes. This is also true for education consultancies, where improving the efficiency of student forms, agent tasks, and financial data (to name a few) could really improve the overall efficiency of the business. These tasks can be simplified with the appropriate CRM software. However, figuring out what to look for in an appropriate CRM software for your business can be tricky.?

Business News Daily has shortlisted 25 essential CRM features to look through to figure out the best CRM for your business (check out the article here.) Out of these 25 features, we feel that there are six features that can really help your consultancy.??

According to our users, these CRM features can really help your consultancies improve their efficiency by up to 50%. But every business has its own niche requirements. So, figure out the niche requirements that you require before opting for any CRMs.?

1. Lead Management: Precision and Personalization

Lead management tools should be customisable to meet your consultancy's specific needs. You can obtain a competitive advantage by using solutions that allow you to identify the source of your leads.?

2. Seamless Integrations: Enhanced Efficiency

Integration systems, like StudyLink Connect and Zapier, eliminate manual double-entry of data, ensure the accuracy of student application, and reduces processing times.

3. Task Management: Work Smarter, Not Harder

Assign and track counsellor tasks on a day-to-day or weekly basis. Organise your staff and operations to meet deadlines.

4. Reporting: Data-Driven Decisions

Generate multiple reports to assess agency performance, enabling informed decisions. Instantly retrieve reports including invoices, applications and contacts.

5. Email Campaigns: Effective Communication

Effortlessly organise and streamline email communication with clients and staff. Customise pre-made templates for increased lead generation, brand awareness, and student engagement.

6. Mobile App: Stay Agile

Access your CRM on the go, ensuring responsiveness and productivity wherever you are. It’s an easy and effective way for your team members to use, update, and utilise the system on the go!

Final Thoughts

Finding the appropriate CRM software is essential to the success of your consultancy. Although these 6 crucial components offer a strong starting point, keep in mind that the ideal CRM system is the one that complements the particular requirements and objectives of your company.?