Manage students

… with CRM tools

 

To manage prospective students in a timely manner, a candidate relationship management (CRM) system is vital. Along with reducing spreadsheets and manual rutines, it helps you optimise communication and insights.

 

Go exploring

Sort in current and future students

 

 In YoungCRM it is easy keep track of alle your profiles in the system

 Divide people into different segments or target groups to manage a specific group of profiles

 Transfer segments of people to new groups, e.g. when the profiles joins your educational institution and become new students

 Use the groups to send specific emails, text messages or event invitations

Use CRM actively in student administration

 

A key to communicate effectively is to know where prospective students are in the recruiting process and what kind of assistance they need. With our CRM tools you can quickly form a picture of the prospective student in a single integrated contact record, where you have a log of contact points and access to all personal information stored in regulation to the General Data Protection Regulation (GDPR).


Among other things, the following activities are registered:

  • When the person signs up via a form
  • When the person signs up to an event
  • When a user changes the person’s data
  • When a user writes a message to the person
  • When a user writes a comment about the person

Build your own work flows

 

When the CRM system has a big amount of prospects, it can be difficult to follow up on every lead. With our system you can make sure that nobody is overlooked by creating your own workflows.

  • You can change the “status” of a person which makes it easier for those who are handling the person as well as for others to see the current status.
  • You can connect users of the system with individual persons. This means that you can set yourself or a colleague as responsible for managing a person.

It is important to notice, that every education institution has unique work processes. For this reason, you can customise the workflows for your specific need.

 

See entire conversations

 

 You can have a conversation with a person directly through YoungCRM. In this way you can skip the part of setting up an email client.

 All the conversations with a person are collected in one place, this make it possible to chat like in Facebook Messenger

 When a person responds to your message, you’ll receive a notification making it easy to return to the person

 View the conversation history between other team members and a specific person and know the person better

 

Manage events

 

Make your own event forms

When you let people sign up for the event, it is important to think about what kind of information you wish to collect about the people who participate in the event. Where are they from? Are the potential students? And what are they interested in? In our Event Manager it is up to you what data fields you wish to include in the registration form.


Get an overview of the event and communicate with participants

In the Event Manager you will get an overview of registered people, participants and cancellations, and you can make an automatic waiting list to people who wish to join the event. It is possible to communicate directly with the event participants, e.g. giving them more details by e-mail, or sending them a SMS reminder of the event.


Check in feature 

A typical issue of an event is that is difficult to keep track of how many of those who signed up actually show up. You can, of course, ask them to check in before the event but this is not the ideal way. Instead, you can create an arrival form for every event. It is a form where you can manually tick off people from a list of all participants.

 

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More ways to use YoungCRM

CRM is one of many ways to use YoungCRM. Read about more ways to use YoungCRM below.