What is SmartAgentic and how does it help overseas education consultants?

SmartAgentic is a CRM platform that streamlines operations for education consultants. It has an innovative CRM with a unique dashboard that helps overseas education consultants manage leads, streamline operations, and ensure 100% client satisfaction.

Is your CRM designed to handle multiple types of visa applications?

Yes, our education CRM can handle different types of visa applications.

Can the CRM handle a growing number of students and applications effectively?

Yes, the CRM is scalable and can easily handle your institution’s growth over time.

How secure is SmartAgentic Education CRM with sensitive student information?

Our CRM utilizes data encryption, secure access controls, and regular security audits to keep sensitive student information safe.

Is there a mobile app version of your CRM?

The website is very intuitive and can be accessed through mobiles for seamless functionality even on the go.

Do you offer a trial period so we can try out the product before committing?

Yes, there is a 10-day free trial option available for our CRM on the website, which can be accessed before making a purchase.

Does the CRM feature multi-language and multi-currency support?

Yes, SmartAgentic CRM comes with multi-currency support options to ensure seamless transactions with clients from various locations. However, multi-language support is unavailable at this moment.

How to Choose a CRM Software for Overseas Education Consultants?

April 4 2024

The biggest key to promoting study abroad is education consultants. Assisting the students in applying for their preferred courses is their primary aim. From managing the leads to tackling the visa shenanigans, there is massive pressure on them during this whole journey.

Here is the place where personalized CRM software plays a massive role for overseas education consultants is something that handles the intricate part of this venture. However, the real trouble is that an abundance of CRM software is available right now.

But how do you find the best CRM software? If you are someone who often ponders about the same, read on. In this blog, we will take a look at the things that are a must in education CRM software developed for overseas education consultants.

Challenges Faced by Overseas Education Consultants Without CRM

The Education Abroad Consultants work worldwide with the keen interest of prospective applicants to study overseas.
The enquiries are generally followed up, and they are converted into applications with the agents that are supporting the processes of selecting an institution, course, and country, along with offering any relevant visas and immigration advice with local knowledge to make sure the arrival goes smoothly.
This implies that a collaborative approach to sharing relevant information with government authorities, institutions, and departments is vital.
Only if this was not complex enough, the choices are vast for the applicant. Therefore, even the most selective study abroad consultants are required to ensure that the applicant’s journey is indeed seamless.
They will also support the applicant and their parents in indulging in themselves and taking the initiative to engage in the procedure at every step.
With massive levels of manual effort involved, the consultants are always at risk of falling short of delivering the support that is tailored and the process of application that is effective.

How to Find the Best CRM Software For Overseas Education Consultants?

Education CRM is something that basically goes beyond being just software. It is a mindset developed around building lasting and mutually advantageous connections with prospective students.

CRM for study abroad consultancy basically implies tackling communications and interactions with probable and existing students who are there to improve their experience and enhance customer loyalty and happiness.

Here are some of the things you need to look for in CRM Software for overseas education consultants:

1. Customization

CRM is something that assists the consultants in keeping track of what every potential aspirant likes and, in the past, how they have interacted. So, it becomes easier to keep a tab on customized information about every aspirant. In this manner, the consultants may provide support and advice that is just right for every student, keeping in mind their individual requirements.

2. Data-driven Insights

Utilizing the analytics and data-driven insights provided by the CRM, the consultants may learn a lot about the probable students, their choice of courses, and also a bit about their educational background. It is something that helps the consultants make better decisions and smart choices, thus assisting them in offering the right service to their clients, i.e., the students and aspirants.

3. Efficiency

With an efficient and highly functional CRM, all the students’ information and communication are in a single place. It is something that makes it easier for the consultants to complete the documentation and paperwork and spend more time helping out students. Basically, the CRM will have a seamless and easy-to-access dashboard that provides quick information to the user.

4. Enhanced Communication

A feature-rich and functional CRM makes it easy for the consultants to communicate with the prospects through social media, email, or phone. As a result, problem-solving, communication, and doubt-clearing will take place in a smooth way. This implies that the students will get answers efficiently and quickly and have a better overall experience.

Features of Overseas Education Consultant CRM

With all the technical advancements around us, “How to find the best CRM software” is indeed a fair question. Here are a few handful of the features that you should be on the lookout of:

1. Better Integration

The software should be efficient enough to grant the feature of integration with the website and the social media page of the study abroad agency.

With that, you will surely save time, and there will not be any leads that are skipped with emails.

2. Manage Student Agreements and Package Plans

In order to standardize the offices, it is a must that the software be flexible enough to administer the funds and packages.

Also, it must have a feature that makes sure the plans and packages are available, and the Education Consultants must be mentioned in the software to grant better clarity on the new accounts department and counsellor.

The study visa should be there to raise the invoices for payments. In addition to that, you are required to schedule and plan different taxes and all the instalments easily. Therefore, the receipts may be generated efficiently against the students.

3. Leads Management

Generally, the leads are the perfect way to develop your businesses towards massive revenue generation. They have been coming from various sources on the websites.

Additionally, they have been incoming from calls and other means as well. All of these leads need to be managed and maintained securely and professionally. It may also assist you in getting the status and leads easily.

4. Migration

Other than managing the current leads, the software may import all the essential information of leads and input them efficiently into the Excel sheet.

It basically implies that you are not required to manually go to the previous enquiries by yourself from the Excel sheet.

The lead management software should be very simple to handle the status, follow-ups, and further processes like enrollment, counselling, and the whole process of application.

5. Secure Document Management System

It is a must that the software has a feature that may tackle all the documents of student applications. These documents need to be managed and maintained in accordance with the ID and name of the students, and it would be much easier to find them.

Student visa applications in various countries need a different set of documents. Therefore, a checklist has to be needed for the reminders and documents.

Summing Up

To sum it up, setting the ideal CRM software for study abroad consultants is vital for various reasons.

From enhancing the effectiveness of marketing to streamlining the process of enrollment, it plays a key role in multiple aspects. As a result, you want to select CRM software just right!

You can never go wrong with the best CRM software available for education consultants. The best option in this category is Smartagentic, which lets you streamline the process of enrollment successfully.

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