Counselors play a crucial role in the Overseas Education and Immigration Consultant organizations. The Education and Immigration Consulting business has become very competitive and invariably counselors can not survive for a day without an effective CRM in place. However, most of them do not follow the CRM best practices that should be used by Overseas Education and Immigration business.
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 the Overseas Education and Immigration business is long. A person in school right now can connect with such companies to migrate after two years. Such cases may not be hot right now – but they are definitely going to get hot in one or two years. Unless the counselors capture all the leads in the CRM they will be missing a large chunk of leads.
Engage with leads
Immigration or Overseas education sales process is not only long – it is also very engaged one. It is very important to engage with hot as well as cold leads by sending them newsletters or by calling them periodically.
Maintain Clean Data
Most of the counselors do not fill the proper data into CRM. Despite having the important information about prospects, counselors are not willing to put information in the CRM system. If you keep the prospects contact details like phone or email updated in the system – it will help in sending the SMS or doing email marketing.
One of the important aspects of maintaining clean data is by checking the duplicates in the system.
Counselors should do the research online to find the key information of the customers. This online information helps them to take the customers a step closer to the deal.
Log all Tasks, Calls and Meetings
Agents are involved in countless conversations with the customer before closing the deal. All these conversations need to be recorded to identify the buying habits of the customer. The conversations can be put into the Activity in CRM. By studying this information agents can identify the best approach to the customer and can increase the closing of the sale exponentially.
Use workflows to streamline processes
With the help of automated workflows and manual macros – the counselors can improve their productivity. The workflow can take load off the counselors and help them increase their productive time.
Use CRM Calendar
Most of the counselors use personal calendars in gmail or outlook. If you use the integrated CRM calendar – it will associate the events with records and improves the effectiveness.
Use Reports and Dashboards
Effective usage of reports can give the education and immigration counselors greater visibility into their pipeline. Smartly customized reports and dashboards can help counselors with the right data in the right stage. SIVIO is a Back Office Software and CRM for Education and Immigration consultants. Contact SIVIO team to know more.