If there is one piece of advice that every successful businessman would give you, it is to value your customers. But how exactly can you value your customers? You might think. Valuing a customer is all about nurturing a wholesome relationship with them giving them a sense of personal connection with your brand.
But the insurmountable task for every business is how to? Especially in this fast-paced hyper-connected era. This is where you need immigration CRM software. The right CRM for education consultants can help you improve your client relationships and thus add to your revenues and reputation. In this blog, we will help you navigate the confusing space of CRMs, especially for immigration companies.
Key Features To Consider In Immigration CRM Software
When you are looking for a great CRM, a list of basic and advanced features must make the best out of your business.
Automating Processes
This is a given, most immigration businesses go for a CRM to automate their day-to-day processes like communications and data entry. However, most of the CRMs used by immigration companies are not customised to their unique needs, thus they miss out on a lot. To avoid this mistake, you need to go for a software solution that offers more customisation options.
Immigration CRM for education consultants is meant to make your business processes easier. Modern-day CRMs made especially for the immigration industry come with in-built country-wise processes to assist counsellors in better guiding their students.
Reporting Made Fun
One of the main objectives for any immigration company while implementing immigration CRM software is to improve the efficiency of business operations. And one of the major tools for doing that is day-to-day stats. A lot of CRMs offer dedicated dashboards wherein each user can access real-time data in easy-to-understand and presentable reports.
This can be a lifesaver for the employees in your immigration company, especially the agents and counsellors, as they can easily access the progress of a walk-in or a lead. This helps your business personalise the lead's journey and get more conversions. Surprisingly you can get up to 47+ data-backed reports at the click of a button.
Advanced Email Editing
Suppose your team is approaching prospective clients, and there are 10 people who are writing emails for the same. Do you think that the emails written by all of these employees will be similar in tone and language? The simple answer is, No! But, how can this affect your business? In these various messages and emails, one thing is certainly lost and that is the brand voice of your immigration and study abroad agency.
In order to bring sync and uniformity to your brand communications, you must go for an immigration CRM software that offers you an in-built advanced email editor. With the help of such a feature, you can effortlessly create engaging emails. You can also choose from a number of preloaded templates to communicate with your team, leads and clients alike.
Scope For Expansion
Every businessman aspires to grow their business and it is only natural for your immigration venture to expand over time. However, it is not possible for you to oversee and overview the operations of all the business branches without a unified platform. This is why choosing a scalability-enabled CRM is essential for your business.
Choosing the right immigration CRM software not only gives you an upper hand during your expansion plans but also a reliable partner in managing day-to-day operations. Suppose you want to be sure that the extended branches of your business are working optimally, going for Innerx CRM can be a great choice because its unique branch management feature enables you to get real-time insights into each branch's performance with customised dashboards to your requirements.
Fund Settlement With Automation
Being in the immigration business also means you must stay at the top of your student finances. This means that you have to manage finances for your students/clients, this includes institute fees and GIC payments. Even a slight delay in these payments can cost your client their future. This is the last thing you want to do with your business operations.
For this reason, implementing a business-wide CRM software solution can be the best thing you do in your organisation. A great immigration CRM software can enable you to generate invoices smoothly, also with the power of automation you can easily send reminders to your clients and stakeholders about upcoming payments and much more.
Efficient Technical Support
Let's be honest even with the most simple and easily navigable UI UX at times you need technical assistance, and that is perfectly fine. We all know how dynamic the study abroad industry is and no visa process is sacrosanct, you may also want some time-to-time changes in the CRM. But what if you have made the wrong choice of choosing a CRM that offers bad after-sales service?
This is exactly why you need the best CRM for immigration consultants which offers 24/7 customer support. This helps you get all the customisations and help with your troubleshooting needs anytime you want. All you need to do is to raise a ticket based on the required request, and you will get your assistance. So choose your CRM wisely!
Concluding Remarks
Immigration CRM software is the new business standard in the study abroad industry, but that also means that you need to choose it wisely. We hope the above guide will help you better evaluate your CRM options and choose what is best for your organisation.
FAQs
- What software do immigration consultants use?
To automate their day-to-day tasks and streamline their operations, immigration consultants use immigration CRM software.
- Which is the most reliable CRM for immigration consultants?
Innerx CRM is the top choice of immigration consultants, they love this software because of the level of customisation offered by the product.
- How can CRM software help my immigration business?
With the right CRM at your disposal, you can 10X your business revenue potential, as the powerful automation offered by CRM software can give you a trusted autopilot with a wide range of useful features.
Orginally uploaded by: https://blog.innerxcrm.com/how-to-choose-the-right-immigration-crm-software/
