
In an education or a migration agency, you probably have hundreds if not thousands of contacts in your database. This is why we need all the help we can get when it comes to managing our vast contact network.
But what does contact management mean for education agencies, exactly?
Student management is the process of recording contact data for prospective and current students in your education agency’s network and managing your interactions with them.
The contact data can include information such as names, email addresses, phone numbers, date of birth, passport number, passport expiry date, visa number, visa expiry date, etc… – anything you might need to service that student contact. It could also include information such as person’s stage in their application journey, the likeliness to convert, and the list goes on.
Student contact management is not as simple as keeping contact information on file. You need to make sure all this data is properly organized so you can fully utilize it. Managing your contact data properly involves many important best practices, such as:
Education agency wide standards for data entry and maintenance
Performing regular clean-ups
Choosing the best CRM to store and manage your data
Segmenting your data to send the most timely and relevant messages to each subset of your audience;
Optimizing the way you collect data to make sure you only collect data that matters to you
It may sound like a lot of work but it pays off. A highly efficient contact database will not only make life much easier for you and your team, but will also empower your education agency to offer a seamless student experience.
Collecting and storing high-quality data is absolutely critical to know your students. Understanding their needs, their interests and history with you enables you to provide a personalised and relevant service. Personalisation is the secret sauce to better student retention and satisfaction.
So how can you implement a stunning student management strategy and reap the rewards?
Organising your student database
Before you do anything else, make sure your existing student database is organised. If youre like me, it’s likely that over the years, you’ve gathered data that is outdated or no longer valid. You might have a lot of duplicates or data that you’re not supposed to keep due to privacy regulations such as GDPR.
This data is doing nothing but cluttering your database. So, before implementing a new and improved student management strategy, look carefully at your current student contacts and go through the following steps.
1. Backup your data
Your education agency is built on the strength of your student data, and the last thing you want is to lose data. You will do a lot of editing and deleting in the process of organising your data, which could lead to mistakes.
Before you get started, backup your data. Most CRMs in contact management tools allow you to back up your data, but if yours doesn’t, try exporting this data in a csv file and save it to your desktop. In Inteleagent for example, you can export your student database in a csv file in one click. If the editing process goes wrong, you’ll be able to go back and start over.
2. Pause any active integrations or syncs you may have
If you already have some sort of integration in place to sync data between your tools, make sure to pause it before you start cleaning up your data. You will want to make sure you don’t have constantly incoming data into your student management tool while you’re trying to organise it.
If you don’t have a sync integration in place, don’t implement one just yet, until after you’re prepared your database. This will ensure you get the best results from your sync.
3. Remove duplicates
Your CRM or contact management tool, such as Google Contacts, or Apple Contacts may already have an option to find and merge duplicates. If it does have this function, use it to remove any duplicates you may have in your database.
With Inteleagent for example, you can export your database in csv file, use the Excel function to remove duplicates in your spreadsheet, and upload the csv file back in Inteleagent. This way you can easily make sure your database is clean of duplicates.
4. Delete outdated or incorrect data
This includes emails that keep bouncing back, phone numbers with invalid formats, incomplete addresses, old passport numbers, expiry dates, etc… It can also include students you know they have finished their studies or changed their visas and you can’t help them anymore.
If you don’t have a huge database yet, you could go through the data manually, but there are ways to do it automatically. You can also use Excel spreadsheets to do the work.
5. Manually scan your contacts
Once you’ve merged and cleaned up the duplicate student contacts, your database should be in good shape however, if you want a great database, you’ll need to go over it manually.
This process will take some time, but if you implement education agency wide data entry standards and commit to quality data, you won’t have to do this more than once.
Choosing the best student management software
If your education agency already has a CRM system or student management tool you’re happy with, you can skip this step. However, if your current software is not the best you would like, and you haven’t found the right tool yet, or your student contacts are stored all over the place, choosing the best software is potentially the most important thing you can do for proper student management.
You need to pick a solution that will act as a central student contact database and single source of truth for your education agency. For solopreneurs or freelancer education agents, a simple tool like Google or Apple Contacts or Outlook might work just fine.
For anything from very small businesses to large enterprises, it’s highly recommended that you pick a customer relationship management (CRM) too as your student contact database.
CRMs offer great features to organise your student database, including prospect students and students’ data in one place, monitoring interactions with customers across multiple channels (such as phone, email, voicemails, meetings, live chat, etc…), and tracking students and applications journeys and movement through your pipelines.
There’s a large number of CRMs out there to suit businesses of every shape and size however, if you’re an education or migration agency, you might find generic CRMs a little too clunky, hard to customise to the international education or migration industry and expensive.
Questions to consider when you choose a CRM:
Does the CRM support to scale your education agency in the next few years? It’s not just about the current size of your education agency, but also about how you want to grow. Make sure you choose a software that scales with you and doesn’t become a bad fit a few years down the track once your education agency grows.
What is the budget for your CRM? A great CRM will fit nicely inside your budget and you won’t end up paying for features you don’t need.
How does the CRM integrate with other tools your education agency is using? Make sure the CRM you choose can integrate with tools like email, accounting tools, admin tools and any other tools that store contact data. Inteleagent for example, integrates both ways with Mailchimp, Slack, Zapier, and forms such as Typeform, Jotform, and any other form you might be using to collect leads of your website.
What features do you want from your CRM tool? The range of features each CRM offers can vary a lot. Think about the features your education agency needs, now and in the future – this may include a visual overview of your application process, student journey overview, marketing automation, reporting, analytics, calendar and scheduling features, etc… Inteleagent comes with features that are specifically created for education agencies such as quotation module, specific reporting, subagent management, team member management, commission invoice management, etc…
There are plenty of CRMs out there that offer a free trial period where you can experiment with all the different features and functionalities they have. If you’re not sure yet what kind of features your education agency needs, this trial period is a great way to find out. Inteleagent offers a 14-day free trial period to test the waters a bit. The 14-day free trial period is also a great way for users to access special prices and discounts to upgrade.
Once you implement a CRM system, it will be a lot easier to manage your student contacts by making your CRM the central student contact database for your education agency and the heart of your tech stack. Having a centralised student contact database, you will be able:
Find student contacts easier in one place;
Make it easier for all the team to find data and information;
Eliminate information silos between departments;
Introducing processes for data entry and management
If you’re looking to streamline how you handle your data, it’s important to introduce education agency-wide standards for data entry and management.
It’s worth checking for example, that all the necessary information fields are filled in when a student contact record is created, or that are no duplicates before a new contact is created, or that everyone else in the education agency is following the rules and that all data is entered with consistent formats.
If you run a small to medium sized education agency and assigning a person to be responsible for data management is not feasible, make sure to train all team members on where and how to correctly input and update data. Here are a few important things to teach your team when it comes to data management:
Where they should enter the data
When and how to update student contact records
Which information fields to fill in when creating or updating a record
How to check if a student contact already exists before creating it
How contact data flows between tools
Of course, this is different for each education agency and will depend on the specific processes your education agency implements. It will also depend on the tools in your tech stack.
Make sure you document these processes so that all new hires can quickly learn how to handle data in your business. Another reason to document these processes is for instances when your responsible person for data management leaves your education agency. In cases like these, their successor can easily catch up by checking the documentation.
Introducing education agency-wide protocols for data entry management, will significantly reduce the amount of low-quality, outdated or duplicate data in your system. It will also make managing student contacts database infinitely easier.
Gathering valuable data
You should have a good idea by now, about how to organise the student contact data you have. The question that comes up is: how are you getting this data in the first place?
It is essential you optimise the channels and tools through which you gather data, to upkeep your student contact management strategy. After tidying up everything, you might get a nasty surprise through an influx of bad data coming your way that could mess-up your database again.
It is vital to be systematic about how you collect data. Follow these steps to make sure you get it right:
1. Analyse and optimize the channels through which you collect data
Start by making a list of all the channels you have in place through which you collect data. It may include social media, surveys, website contact forms, signup forms, emails, mobile apps, etc…
Have a look at each one of them individually and think about how you can optimise them. For instance, having a form on a landing page with too much information that is not useful, might prompt you to get rid of the unnecessary fields and only collect the information you need. Standardising data formats in the forms might be useful as well. This could include allowing email addresses with a valid format and phone numbers with the right number of digits.
Another well placed tactic is to make sure all this data ends up in the right place. Make sure the information collected flows into the right apps that are properly connected to your CRM and have the appropriate tag labels for each contact.
One important thing you should remember is to make sure you have explicit permission from everyone in accordance with data protection laws. You can do this by implementing an opt-in that lets your subscribers actively give you permission to store their data and send them different kind of emails, updates and marketing communications. All major marketing platforms such as Mailchimp or SendGrid offer full compliance with data protection regulation. This will also help you build a high-quality student contact list with prospective students who actually want to hear from you.
2. Offer value in exchange for data
Create opportunities where your prospective students want to give you the data you need, if you want to gather as much valuable information as possible. One of the best ideas for this to happen is by giving them free downloadable content in exchange for their information. This could include ebooks, white papers, checklists, templates, guides, offers or discounts. You can offer this downloadable content in a separate landing page for example, or a website popup or an email survey.
3. Make sure this information goes to the right tools
Wherever your new subscribers go, make sure this tool syncs in real time with your CRM so the new contacts appear instantly there. The information will then enable you to begin a lead nurturing campaign and maximize your leads-to-customer conversion rate. If you use Inteleagent to manage your education agency, connecting your lead generating channels to Inteleagent through Encharge will make sure your prospective student leads not only get updated in Inteleagent, but also add them to an email sequence nurturing campaign or a Facebook Ads audience.
Also, if you’re an education agency where you meet a lot of new prospective students in person, or you have prospective students walk in your office, use Mailchimp’s iPad app to collect their details, connect Mailchimp to Inteleagent through Encharge, and have those prospective students update instantly in both Inteleagent and Encharge. You can then target them with lead nurturing email sequences to increase the likelihood of converting them to real applications.
Integrating your prospective student contact data
The information in your different apps can’t be isolated from one another, if you want your student contact management strategy to yield best results. You will need to integrate them and keep your CRM as the centralized student contact database for your education agency, prospective student management gets much easier.
There are plenty of solutions out there from Zapier to PieSync, that offer free tier options if you are just starting. Inteleagent offers an integration with Zapier to make it easy for you to keep your student database organised and up-to-date.
To create the best student contact management strategy that empowers your education & migration agency to sustainably grow, use Inteleagent to organise all your info, always follow-up, enrol more students, automate your daily work, get paid, and impress your students.