Zoho for Educational Institutions

Managing the admission process is a critical function in any educational institution. It includes the marketing activities, acquiring the enquiries, collection of documents, review of applications and issuing the admission letter.This article discusses ‘How Zoho CRM can help the educational institutions’ for managing the admission process. 

1. Social Media activities using Zoho Social
Zoho Social is a powerful tool to manage the social media such as Facebook, Instagram, Linked and Twitter. You can manage your posting, promotion, and lead generation of all these platforms with a single login. Advanced analysis of the performance of each media will help to understand the return on investment better.

2. Email Marketing using Zoho Campaigns

Zoho Campaign is used for mass email campaigns. It helps with beautiful, predesigned templates and advanced analysis. You will be able to manage different campaigns and automate the follow-ups based on the user behavior. It also generates the reports on the mail delivery, user actions, location filtering etc.

3. Website chat management using Zoho Sales IQ
Zoho Sales IQ helps to manage the website visitors chat easily. It can be managed even from mobile application. All the chats are pushed into Zoho CRM for the follow-ups and enquiry updation.

4. Webforms

Enquiries and applications generated from the websites can be automatically pushed into Zoho CRM and assign to the admission team. Zoho CRM workflow can also be used for sending the automatic thank you note and auto assigning the enquiries to the relevant team member.

5. Ads and Campaigns

Marketing activities such as Google Ads and Facebook ads can be connected to Zoho CRM for monitoring the return on investments on the campaigns.

6. Data and Document collection

Collection and storage of data and documents are always a pain, but with Zoho it is not. Data collection can be managed using Zoho Forms and the relevant records can be updated automatically. It also helps the storage of data collected inside each student record.

7. Status tracking

1. Follow up and tracking of the enquiries are also important as acquiring the enquiries. Zoho CRM helps to view and track all the enquiries in a single place and to update the status as per the admission team preference. Updating the notes, meetings and tasks can be managed easily.
2. 8. Admission stage management
   

Interested students are moved to initiate the admission process and monitoring the admission is important as it involves different team members. Zoho CRM can be used for the better reporting and tracking. It can also handle any internal approval process, scheduling the assessment test, campus tour etc.

9. Advanced analytics

Advanced reporting such as team member wise performance, enquiry source wise conversion, average conversion time etc will make the team champions.

10. Multi branches management

Zoho CRM can be configured to manage multiple branches within the same platform. It will enable the team to select, transfer, monitor and report the performance easily.