Take your admissions process digital with a school CRM
If you’re looking to improve your admissions process for parents and your admissions team, taking your process digital with a school CRM is the first step.
5 min read
Tuesday, 5 October 2021
Wednesday, 30 November 2022
When he’s not acting as Sales Manager for our US office, Jamie can usually be found trying his luck on the Colorado ski slopes (with mixed success).
Both your admissions team and families will benefit when you digitise your school admissions system.
Bringing your admissions online is made simple by implementing a customer relationship manager (CRM).
There are huge benefits to using a CRM for your admissions — from staff satisfaction to increasing lead conversion and even big environmental benefits!
If your school is still requiring families to complete their admissions information on paper, there’s a good chance you’re losing out on a large chunk of prospective enrolments.
Customer relationship managers (or CRMs) are tools used in many industries to build, manage, and nurture relationships with prospective customers. It’s the central hub for all of your customer data, including their contact details as well as any interactions that you’ve had with them to date. CRMs have completely revolutionised B2B interactions, and now forward-thinking school admissions teams are also taking advantage of this technology.
1. Small admissions teams can boost their capacity
Most admissions teams in Australia are operating with small teams and limited resources. Implementing a CRM can significantly improve the amount of work that a small team can produce.
This is because CRMs streamline manual processes. Does your current enrolment process leave your team drowning in a sea of spreadsheets? Having to keep track of new enrolments through manual data entry chews up valuable time that you could be spending on more high-value tasks, such as ringing prospective families orworking on your outreach emails.
By implementing a CRM, you can automate tasks such as:
Notifying key team members when a lead progresses in your enrolment pipeline.
Checking in with leads that have stopped interacting with your school.
Sending a 'happy birthday' email to a prospective student.
2. Parents will love you for it
As of a few years ago, there is scarcely a single daily task that can’t be completed from any location using a mobile phone. From ordering groceries and keeping up with our favourite sporting teams to banking and paying bills, we now expect all of our transactions to be simple, intuitive and user-friendly. Companies that don’t offer the best digital experience get left in the dust of their competitors.
Your school’s enrolment process is no different.
Your success in admissions all comes down to the customer experience. Customer experience, or CX, is the process of optimising every touchpoint that a consumer will have with your brand. If you want to stop prospective families from slipping through the cracks, you'll need to focus on removing any barriers that might be getting in the way.
By giving parents an option to digitally complete the entire enrolment process using a mobile-responsive form, they can complete the form on the go at a time and place that suits them. (Bonus points if they can save the parts of the form that they've already completed and come back to it at a later time!).
Your form will ideally feed directly into your school CRM, to eliminate any need to chase up parents for any details in the future. It’s a fact — parents will appreciate not needing to provide your school with their home address over and over!
3. You won't lose track of leads
We discussed how manual data entry is time-consuming for small admissions teams, but there’s an even more important reason you should eliminate it from your processes. Entering and storing data manually leaves you vulnerable to missing important information and losing leads as a result.
Your database is your ‘golden ticket’ to capturing, nurturing and engaging prospective and current parents, so your data must be as accurate as possible. Inaccuracies can prevent you from finding the information you need quickly. They can also affect your reports, meaning your team will be forced to make decisions based on incorrect information.
Using a digital enrolments system allows you to use data validation to ensure your records are as clean as possible. Data validation means that parents won’t be able to submit their enrolment application if they haven’t completed all of the required fields accurately. No more incorrect email addresses, no more invalid phone numbers and no more chasing up missing information — sounds pretty great, right?
3. You'll have a holistic view of your applications
At the moment, you might be receiving some enrolment applications in person, some through the mail and some by email. This means that your school may not have a thorough and data-driven understanding of your enrolment pipeline (at least, not until all of the enrolments are entered into your school system). Having an online admissions system means that you can view your leads at every stage, all in one place.
The key to converting your admissions leads is a deep understanding of prospective families’ journey to get there. This is what's known as the customer journey and usually involves three fairly broad stages: awareness, consideration and decision. Once you have fully mapped out your journey to enrolment, you can then assess which marketing and admissions efforts are contributing to your bottom line.
5. You'll reduce your environmental impact
Finally, moving from a paper-based system to a digital one will have an undeniable impact on your school's environmental footprint. You'll remove the need to print paper forms, both on your end and on your prospective parent's end (and let's face it — the number of individuals who have a printer in their home is dwindling!).
A recentreport by the Sustainable Development Commission on carbon footprints for schools shows that greenhouse gas emissions from schools stand at 9.4 metric tonnes per year. With a few small changes (including being smart with paper resources!), the Commission estimates that schools can significantly reduce their carbon footprints.
It also reduces the need to purchase more and more filing cabinets to effectively store all of your records. Win, win, win!
Getting started with a school CRM
If you want to ensure that prospective parents aren’t slipping through the cracks during the enrolment process, implementing a school CRM is the place to start.
Some CRMs, such asDigistorm Funnel, now offer automation functionality. Automations allow you to set up a workflow that will automatically perform several repetitive processes based on your defined user actions. Automations can also clean up your data by automatically checking for inconsistencies and inaccuracies.
Ready to ditch the spreadsheets?
Talk to our friendly team for a no-obligation demo.