Counselors are essential to the success of education and immigration consulting businesses. In order to remain competitive, it is crucial for counselors to follow best practices that can lead to the best results. In this post, we will be discussing some of these best practices.
In this post we will be discussing some of the best practices that can result in generating the best results.
Capture all leads
The business acquisition cycle for overseas education and immigration businesses is long. Some individuals in school right now may not be ready to migrate yet, but they will be in a year or two. It’s important for counselors to capture all leads to avoid missing out on potential business.
Engage with leads
Immigration or overseas education sales processes can be lengthy and involved. It’s important to engage with both hot and cold leads by sending them newsletters or periodic phone calls.
Maintain Clean Data
Keeping proper data in the system is important, even if counselors may not want to put in the time to do so. Keeping prospects’ contact details updated in the system can help counselors stay organized and assist with sending marketing materials.
Data Enrichment
Counselors can research their customers online to find key information that can help them close a deal.
Log all Tasks, Calls and Meetings
All conversations with customers should be recorded to help identify buying habits. Recording these conversations can help counselors identify the best approach to the customer and increase the chances of closing a sale.
Use workflows to streamline processes
Automated workflows and manual macros can improve productivity and increase counselors’ productive time.
Use Calendar
Using an integrated calendar can improve effectiveness and associate events with records.
Use Reports and Dashboards
Customized reports and dashboards can give counselors greater visibility into their pipeline and provide them with the right data in the right stage.
Conclusion
SIVIO is a Cloud-based solution (powered by Salesforce.com Platform) for Student Recruitment, Admission Management, On-boarding and Collaboration. Contact the SIVIO team to learn more about our services.