Streamline Your Document Signing Process with airSlate SignNow's Lead Management CRM for Education

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hi I'm Simon lead here at eduation CRM thank you for taking this time to go through this demo with me eduation CRM gives you the power to take care of the entire application process for study abroad we've included messaging CRM application management and portals to offer you the best practice in the industry right at your fingertips [Music] your first step is to create a lead form lead forms consist of fields asking for information you can create as many lead forms as you wish there can be forms for routine inquiries others might be for specific exhibitions or you can even allocate a lead form to a sub-agent each form is unique so you'll be able to trace the source of each lead that enters the system with every form you can customize the thank you details that are emailed to The Inquirer when they submit embedding the form to your website is particularly easy as all you have to do is copy and paste the code into your website the prospects can now fill out the form on your website or you can share the link through social media once the prospect submits the inquiry you can view it immediately within your CRM your prospects can send as many inquiries as they wish with eduation CRM duplicates are automatically grouped ing to email address making them easy to identify and merge use ready-made filters for quick easy access to prospects [Music] or you can create your own [Music] you can distribute prospects individually or in bulk to your team members each team member will have their own dedicated view of prospects and messages depending on their interest you can then send them more information about the courses they are interested in or you can engage them in other ways go to the prospects page you will notice that each Prospect has its own detailed Prospect page this is where you can review and edit their details you can use the messaging and communication features to send them additional information such as prospectuses quotes or proposals for example you could send standard course information templates outlining some of the best courses within the country of Interest or you can send another information template based on the courses offered by a particular University College or school by Saving canned messages you can respond to Future inquiries even faster additionally we provide a timeline to see activities on the profile over time each profile also offers access to previous communication receiving the information and follow-up messages you send the prospects are directed to a secure official inquiry portal it allows them to securely access any messages you've sent they can reply to messages download documents respond to questions and upload their own documents in addition they can view previous messages on the timeline ensuring that no important messages are missed your next step is likely to be providing them with advice and counseling you can use eduation CRM standard templates to schedule a time to speak notes and information can be captured inside the system during or after counseling sessions reminders can be set up for follow-ups following a discussion of their options you can create applications for each institution they wish to apply to right within their profile this will convert them from a prospect to a candidate Tools in eduation CRM allow you to accomplish this effortlessly choose create an application from the actions menu filter the courses you wish to apply to once your program is selected outline the intake and save your application the prospect becomes a candidate the minute this takes place [Music] the inquiry portal automatically becomes a candidate portal as soon as you create an application candidates can now view the applications you have created for them foreign [Music] status of the application changes the candidate can view it in their portal [Music] send the candidate various requests for additional information specific to the applications you are creating for them once a candidate submits all required documents you can easily download them and send them to the appropriate institutions eduation CRM allows you to download all uploaded files into a tidy zip file the messaging options allow you to stay in touch with the candidate as the institutions process the applications any documents such as offers requests for more information or rejection letters can be uploaded directly into the candidates portal for them to review and respond to [Music] throughout the entire process you can see every inquiry candidate application and message you can even see how your team is doing Additionally the system provides a dashboard report that shows a funnel of keeping you informed at each step reports can be generated with filters and Export functionality allows you to extract the reports of interest at any given time [Music] it's your application process you are always in control it can stay on top of the entire process foreign