Manage multiple interests of a student seamlessly with Meritto’s Opportunity Manager
If you’re an educational organization offering multiple courses, programs, or services, Meritto’s Opportunity Manager is designed for you. It helps seamlessly capture multiple interests against a student under a single profile, eliminating duplicate leads and making tracking, nurturing, and converting easy with unique opportunity journeys from enquiry till enrollment.
Moreover, by automatically mapping related courses and services, each inquiry becomes an opportunity to upsell, cross-sell, ensuring more enrollments, maximized revenue with a structured, intelligent system that saves time and effort.
So, whether you’re an EdTech company offering various upskilling courses, a study abroad consultant offering services of applications and visa, or a higher-ed institution tracking multiple program interests, Opportunity Manager helps you record, track, and nurture all possible opportunities against a student.
Effortlessly capture and manage multiple interests of students
Capture all opportunities and interests against a student in a unified place—from short-term courses, degree programs to different campuses and future upsell opportunities—without duplicates. Leads are automatically mapped to the right opportunity list based on your defined logic, so every inquiry, whether new or repeat, is easy to track and convert.
Easily assign opportunities with clear ownership
Allocate multiple interests/opportunities mapped to a single lead to right counselors as per your organizational structure and logic. So that every interest is nurtured, tracked, and progressed by those who know to convert it the best—helping your team work seamlessly together with clear ownership and accurate conversion attribution.
Track, nurture, and convert with a unique opportunity profile
Every student’s interest deserves personalized attention, With dedicated opportunity profiles access,counselors can track each inquiry’s unique journey–from the opportunity’s profile details, stage, to activity timelines and other linked opportunities. This provides the context needed for informed follow-ups even without lead manager access, helping you make smarter decisions and drive conversions.
Streamline opportunity tracking and boost team productivity
Easily monitor and prioritize opportunities using filter views to track stages, focus on high-priority leads, and evaluate team performance. With the saved view feature, you can instantly access frequently used filters and custom views, providing a quick and efficient way to stay on top of your opportunities and ensure maximum productivity.
Supercharge nurturing with marketing automation
Automate personalized communication across channels like Email, SMS, or WhatsApp to boost engagement. Segment opportunities based on stages, profiles, activities, and more to send targeted messages that drive conversions. Seamlessly re-assign opportunities within your teams for ongoing nurturing, ensuring low drop-offs.
Nurture your opportunities on the go with Meritto’s mobile app
Empower your counselors to engage opportunities anytime, anywhere. Whether they’re at home, on the ground, or at events, all key tasks—from updating opportunities, making calls, and adding notes, to sending emails, SMS, or WhatsApp—are just a tap away. With Meritto’s Mobile App, your team stays connected and productive, ensuring seamless follow-ups and faster conversions on the go.
Tailor focused access to relevant opportunities
Assign opportunity lists to specific departments, so each team only sees what matters to them. This removes distractions and ensures that users focus on the opportunities most relevant to their role, creating a more streamlined and efficient experience.
Auto creates smart upsell and cross-sell strategies
Create multiple opportunities from a single inquiry. When a student shows interest in a course, you can map them to related programs/course opportunities as per your defined logics, opening doors for future upsell and cross-sell. Even after completing a course, you can reactivate leads and drive more revenue, with assigned counselors nurturing them every step of the way.
Get instant Zing alerts for instant opportunities
Stay on top of every opportunity with instant notifications. When a critical action happens, a Zing alert notifies you in real-time, through mobile, browser push, email, or on-site notifications. This ensures you can act quickly, engage meaningfully, and boost conversion rates by responding to opportunities the moment they arise.
Watch our expert webinar on Opportunity Manager
Want to dive deeper into how the Opportunity Manager can work for you? Check out our #illuminateByMeritto webinar video, where our experts will show you how to upsell and cross-sell relevant programs based on each student’s needs. You’ll also learn how to equip your team with the strategies and tools to track, follow up, and turn one inquiry into multiple conversion opportunities. Watch now and see how it all comes together!
