Streamline your educational institution's operations with this Education CRM Solution. Designed for managing student inquiries, enrollment processes, course scheduling, and alumni relations, this template ensures efficient communication and operational workflows. Perfect for schools, colleges, and universities looking to enhance their administrative efficiency.
What’s included
- Accounts Board - This board is designed to manage institutional relationships and partnerships for educational organizations. It includes columns to track important details such as the institution's name, domain, key contacts, active deals, industry type, number of employees, headquarters location, and company profile. By centralizing all this information, educational administrators can efficiently manage partner accounts, communicate effectively, and ensure all relevant details are easily accessible.
- Leads Board - This board helps educational institutions to keep track of prospective students or potential partnerships. With columns for lead names, status updates, contact creation, and last interactions, administrators can monitor the progress of each lead, follow up accordingly, and initiate necessary actions to convert leads into active contacts or partnerships.
- Contacts Board - This board is essential for maintaining comprehensive records of all contacts, including students, instructors, and institutional partners. It includes columns for contact details, associated accounts and deals, priority levels, and comments, ensuring that all contact-related information is organized and easily accessible for effective communication and relationship management.
- Deals Board - This board tracks the progress of various deals, such as partnerships, sponsorships, or student enrollments. Columns include deal stages, owners, values, associated contacts and accounts, expected close dates, and close probabilities. This helps educational administrators forecast revenues, manage deal pipelines, and ensure timely follow-ups to close deals successfully.
- Courses Board - This board is used to manage course offerings, including details such as course names, IDs, instructors, start and end dates, status, and credits. By organizing course information, educational institutions can ensure accurate scheduling, track course statuses, and manage instructor assignments efficiently.
- Enrollments Board - This board tracks student enrollments in various courses, including details like student IDs, course IDs, enrollment and completion dates, status, and grades. It helps educational administrators to monitor student progress, manage course enrollments, and ensure timely updates on student performance.
- Annual Target - This dashboard helps education administrators track yearly enrollment and fundraising goals, ensuring long-term strategic planning aligns with institutional objectives.
- Monthly Target - Provides insights into monthly enrollment targets and tuition collection, helping to identify trends and make timely adjustments for improved budgeting and resource allocation.
- Average Deal Value - Helps track the average value of partnerships and sponsorships, allowing institutions to understand the financial impact of each deal and strategize for higher-value engagements.
- Active deals - Forecasted Revenue - Shows the revenue forecast from active engagements, assisting in financial planning and helping to ensure the institution meets its fiscal goals.
- Deal status distribution - Visualizes the stages of various partnerships, grants, and enrollments, providing administrators with a clear picture of progress and areas requiring attention.
- Actual Revenue by Month (Deals won) - Tracks the revenue generated from successful enrollments and partnerships on a monthly basis, aiding in performance analysis and financial reporting.
- Pipeline conversion - Displays the conversion rates of prospective students and partnerships, offering insights into the effectiveness of recruitment and outreach strategies.
- Activity tracker - Monitors the engagement activities of staff, ensuring that follow-ups and communications are timely and effective, enhancing relationship management.
- Forecasted Revenue by Month - Provides predictions for monthly revenue based on current engagements, aiding in proactive financial planning and risk management.
- Forecasted Revenue by Stage - Offers a breakdown of expected revenue at different stages of the engagement process, helping to prioritize efforts and allocate resources efficiently.
- Deals Stages by Rep - Tracks the progress of deals managed by individual representatives, facilitating performance evaluations and targeted training for staff.
- Deal Progress based on Month Added - Shows the progress of deals initiated each month, helping administrators understand the effectiveness of recent campaigns and initiatives.
- When new email arrives → Notify item subscribers with a message - Ensures timely communication by alerting staff when important correspondence, such as inquiries from prospective students or partners, arrives.
- When an email is opened → Notify item subscribers with a message - Provides real-time updates on email engagement, helping staff follow up promptly and maintain effective communication.
- When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that prospective students and partners are efficiently entered into the CRM for further engagement.
- When a lead is created → Set its status to 'New Lead' - Automates lead management by assigning statuses instantly, helping staff prioritize new inquiries and track their progress effectively.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps interaction records up-to-date, ensuring that staff have accurate information on the most recent communications for better relationship management.
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