Top 10 Myths of CRM Systems in Educational Institutions

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A CRM or Client Relationship Management is a pivotal tool that leads an organization towards profitable business. At Meritto (formerly NoPaperForms), we understand the importance of making informed decisions for your educational business. That’s why we have written this blog to clarify the objective of our writing and how we can help you gain a deeper understanding of CRM systems. Nowadays, companies from multiple industries have whole-heartedly integrated CRM systems to ensure that employees can carry out their tasks smoothly and effectively, and simultaneously, contribute towards the main goal of the organization. Contrary to this, there are many myths about CRM systems that often influence and refrain from opting for it as their growth solution. In this blog, we will debunk all the prevalent myths, helping you make the right choice for your educational business.

List of Myths About CRM Systems for Educational Institutions

Before we debunk the top myths in detail, mentioned below is a quick list of the top 10 myths about CRM systems for educational organisations.

CRM System is Complex to Use
CRM is Only Useful for the Sales Team
CRM Functions with One-size-fits-all Concept
CRM System is expensive and unaffordable
CRM Only Stores Leads Data
CRM is full of Risks and Data Theft
CRM System is Useful only for Organisations with Large Employee-size
CRM Providers Do Not Offer Support
CRM Requires Technical Knowledge to be Used
ERP and CRM System can be Used Interchangeably

Quick Read: CRM vs Excel: Why should you Switch to Education CRM?

Myth 1: CRM System is Complex to Use

One of the most interesting myths to debunk about the CRM system is that it is complex. Instead, using a CRM with minimal training would help one complete their daily tasks with higher efficiency rate. CRM is configurable and comes handy with tons of filters and sorting options that make the system super easy and smooth to use. Made with a simpler UI, Education CRM by Meritto (formerly NoPaperForms) enables you to complete a wide range of tasks within seconds & enhances the UX.

Myth 2: CRM is Only Useful for the Sales Team

Traditional B2B sales CRM are geared towards B2B sales audiences which involves mapping of contacts and deals. Every vertical needs a different CRM that is purpose built to cater to their needs and enable them to scale. Education industry needs a B2C CRM that unifies all teams to collectively cater to the large audiences, as well as, empowering them to achieve the bigger goal of the organisation. Our Education CRM unifies Admission, Counselling, Marketing, Finance, and IT teams to work hand-in-hand, ultimately help educational organisations have higher enrolments, enhanced customer experience and greater revenue. Thus, the right CRM is a comprehensive solution that acts as a catalyst for the whole organisation and not one particular team.

Myth 3: CRM Functions with One-size-fits-all Concept

One of the most common myths about CRM systems is that they are generic in nature! Majority of B2B CRMs offer standardised solutions to a wide range of industries including Finance, Healthcare, Real Estate, Travel, Education, etc. Thus, working as a horizontal solution with a non-personalised approach. But every business needs a different solution to scale! Meritto’ Education CRM works as a vertical solution, exclusively built for the organisation to scale. Configured with a deep understanding of the industry, the CRM is purpose-built as per the niche of the industry, enabling them unlock growth opportunities.

Be it Higher Education or EdTech, K-12 or Preschools, Online & Coaching Centres or Study Abroad Consultants; all can choose their exclusively built solution to scale enrolments and boost revenue.

Myth 4: CRM System is Expensive and Unaffordable

Long gone are the days when CRM systems used to be a costly solution and were majorly chosen by organisations with big pocket sizes. These days, you do not need to spend a fortune in order to buy a purpose-built solution for the organisation. Meritto’ Education CRM is an exclusive solution for varied educational organisations, enabling them to unlock new growth opportunities. The CRM system acts as an investment that optimises revenue for the company.

Myth 5: CRM Only Stores Leads Data

Generic CRMs with a limited set of features can be used to merely store leads. But purpose-built CRM like Meritto’s Education CRM is a comprehensive B2C CRM that works as a laser focused solution for educational organisations to manage and scale admission from enquiry till enrolment. Exclusively designed to streamline the complete pre and post-admission journey, Education CRM acts a unified platform bringing together all the teams to work for the bigger goal in synchronisation.

It enables you to capture all leads/ enquiries along from offline and online channels with 0% duplicity, allocate all leads dynamically and nurture candidates with hyper-personalised communication across calls, SMS, and emails, maximise the ROI of targeted and remarketing campaigns, enhance candidate experience via dedicated student enrolment portal, generate in-depth marketing and performance reports, and seamlessly collect fee payments.

Myth 6: CRM is full of Risks and Data Theft

It is no doubt that a CRM holds crucial data of an organisation. One fault in the system’s security can lead to the loss of a huge chunk of data. Meritto’ Education CRM debunks this myth about CRM systems as it comes with 100% security with cloud-based Amazon Web Servers. Our CRM is designed to guard your privacy and gives you 360-degree control over the information. The CRM provides an advanced level of data masking, ensuring view access to only permissioned accounts even after downloading. You can simply allow logins approved of IP addresses and geo locations to minimize any sort of data leakage. The Education CRM tracks end-to-end user activity and login sessions so that each and every activity done can be stored & tracked back in the system.

Myth 7: CRM System is Useful only for Organisations with Large Employee-size

A CRM primarily assists educational organisations in managing their end-to-end admission activity and helps them grow their business. It acts as a growth solution for organisations looking forward to digitising their existing admission processes and scaling their enrolments, irrespective of the employee size. Be it large teams working on an activity or standalone employees, Meritto’ CRM helps them optimise their efficiency as well as reach the higher goal of the organisation.

Before we discuss more myths about CRM systems, here is a quick read for you- CRM for Coaching and Training Centre!

Myth 8: CRM Providers Do Not Offer Support

Another common myth about CRM systems is that the companies offering it does not offer support to the partner organisations. Contradicting this, Meritto’Education CRM comes with handy support throughout the journey. Assisted by training and product experts, the partners are assisted thoroughly to help them understand all the end-to-end functionalities. As the CRM comes with easy-to-use filters and simple UI, getting equipped with insights becomes smooth as butter.

Myth 9: CRM Requires Technical Knowledge to be Used

Technical B2B sales CRMs may require one to have core technical knowledge to carry out the process but Meritto’s comprehensive B2C CRM is a simplified growth solution. Unifying all teams to work as one, it does not require one to have any intricate knowledge of any domain. You can simply acquire CRM system functionalities and easily conduct day-to-day activities, ultimately optimising efficiency.

Myth 10: ERP and CRM System can be Used Interchangeably

ERPs and B2B CRMs are traditional approaches that do not enable one to get the best results considering today’s technological advent. Being poles apart in nature, the role of an ERP starts after the role of an Education CRM ends. ERP softwares are legacy systems that are used to merely manage the overall operations of the organisation. Mainly coming into play after enrolment, ERP are used to manage the post-enrolment student lifecycle including attendance, timetable allocation, assignment submission, etc. This limits the organisation to only perform functional and operational tasks.

On the other hand, Education CRM is a laser-focused solution that serves as one platform, enabling you to manage and scale your enrolments. Providing you a unified platform to manage all pre and post admission activities like centralising leads, dynamically allocating them, personalised nurturing, omni-channel communication via SMS/ calls/ emails, optimising marketing ROI, enhancing counsellor productivity, generating in-depth performance/ productivity/ marketing reports, and collect multiple fee online. Thus, undoubtedly, an Education CRM is a purpose-built comprehensive solution to that powers an organisation in boosting it’s overall efficiency beyond functional tasks.

Learn More About: Admission CRM vs ERP for Education Industry

There might be many other myths about CRM systems that could be easily debunked as the aforementioned ones. Switch to Meritto Education CRM today and experience debunking these myths in real-time, as you scale your growth like never before! Schedule a demo with us today and learn more about Education CRM.

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