The Best CRM Software for Educational Organizations
Thursday, May 19, 2022 | CRM Software
After the COVID-19 pandemic, the schooling landscape, which was earlier considered a niche option, has been transformed and is now a standard practice. Certain schools and universities adopt hybrid models even as students gradually transition back to in-person classes. Educational organizations should start using CRM systems to organize data on students. Many universities can also use CRM systems to make connections with alumni. Academic organizations can also use CRM systems to help identify bottlenecks in the enrollment process. Some examples of CRM systems that educational organizations can use are Talygen, HubSpot, Full Fabric, Enquiry Tracker, and Blackbaud CRM.
Overview of CRM Systems for Educational Organizations
Talygen
Talygen’s CRM software system offers a wide range of features that educational organizations can use to optimize all of the inner workings of their school or university. One of Talygen’s most defining features is the advanced CRM dashboard. While in this CRM dashboard, administrators can view data on prospective students and their contact information. Talygen also features automated email notifications so students and school staff can automatically be sent urgent emails. The email system also allows users to choose from various email templates. Talygen can also be used to track information on donors to the school.
The donor’s data is easy to monitor and store via modules within the CRM systems. The data includes their names, contact details, and any donations made by them. Talygen stands out as the best CRM system for K-12 schools and universities by offering integration capabilities through various systems, including Salesforce, Microsoft Dynamics, Microsoft Outlook, Microsoft Excel, Twilio, Google Calendar, Google Drive, and Dropbox.
HubSpot
HubSpot has a flexible, easy-to-use interface that can adapt to any educational organization’s needs. Administrators can use HubSpot’s various dashboards to observe and monitor metrics concerning current and prospective students and alumni. Users can also create custom reports and upload them to the dashboard. Another benefit of using HubSpot CRM is that it can integrate with Google and Microsoft products. However, some educational organizations may hesitate to use HubSpot as their CRM software system because the mobile app lacks functionality compared to the desktop website.
Full Fabric
Entire Fabric is a CRM platform designed for higher education organizations to recruit, admit, and enroll students at full scale. A significant benefit of using Full Fabric is that administrators can track the number of views and form submissions from prospective students. Administrators can also set up the system to automate tasks like sending information to registrants and creating payment plans. In addition to securing admission leads, Full Fabric is also helpful for managing relationships with current students and alumni. However, a downside of using Full Fabric is that the analytics and reporting functions need more detail than other CRM software systems.
Enquiry Tracker
Enquiry Tracker is a CRM software system explicitly designed for educational organizations. The internal pipeline also includes demographic information and geographic data. School administrators of K-12 can use this data to track metrics accurately. Enquiry Tracker also features a custom dashboard that displays data on event registrations and prospective students and their parents. However, a downside of using Enquiry Tracker is that it only has functionality features within CRM. At the same time, other systems, such as Talygen, include valuable features such as time-tracking and document storage.
Blackbaud CRM
Blackbaud CRM assists educational organizations with matters related to fundraising and student outreach. A significant benefit of using Blackbaud is that it offers fully customizable pipelines, websites, and content management systems for the school. Blackbaud also offers benchmarking tools that showcase data on donors to the school. However, a disadvantage of using Blackbaud is that some users may find it too complex to learn how to use.
Conclusion
While many people might not think to use CRM systems for educational organizations, they can be invaluable resources in organizing student and alumni data. For more information on how Talygen’s CRM system can be used for educational organizations, visit www.talygen.com/crm to schedule an appointment to speak with a product representative.
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Jun
May
Apr
Mar
2014
Dec
CES Series: Talygen to showcase the Future of Business at CES 2015
Tuesday, December 30, 2014
CES Series: 2014 was a blast, so will 2015 Be!
Thursday, December 25, 2014 Oct
Sep
Introduction to Talygen’s offline Time Tracking Application
Tuesday, September 30, 2014
Tips and ideas for successful project management
Wednesday, September 24, 2014
Smarten up your Project Management with Talygen
Tuesday, September 16, 2014
Why should businesses use an invoicing software?
Wednesday, September 10, 2014
Why Worker Productivity Matters and How to Improve it
Thursday, September 04, 2014 Aug
