CRM Implementation in Education Sector by Sage India Partners

ACT! By Sage allows educational institutions to compete successfully by adopting the best practices that enable them to consistently interact with their diverse constituencies in a highly personalized manner. At every touch-point across the student life cycle, it is important to deliver the kind of differentiated experience required to attract applicants, retain active students, and maintain quality relationships with alumni.

At different stages of the student life cycle, an institution faces specific issues, but the universal problem across the stages is the single view of student and corporate information, Maintaining proper history of records, Timely follow-ups, how to avoid duplications, Customized communication with students and corporations. Institutes generally uses excel sheets/ spreadsheets to facilitate this process which they find difficult to scale up with multiple users involved across the life cycle. The result is inefficiency to keep track of processes, duplications, difficult to keep track of last communication leading to opportunity loss and productivity loss.

All modules of ACT! by Sage, Contact, Company and Opportunity are part of our solution. The Admission function uses contact module apart from features like reporting, activities, mail merge features extensively to manage their processes. Placement function uses all the modules and features in ACT!, contact, company and opportunity to manage their processes. For Alumni, the contact module along with mail merge, history and activities helps streamline their processes. The Social media marketing capability and Swift Page integration in the new version of ACT! Has been designed as a value add to the previous versions, which has been the result of intelligence gathered as feedback from the clients.