Publish date:

• 8th March, 2021

Congratulations to all educational universities around the world for realising the value of the Salesforce education cloud. The value that you see in the Salesforce education cloud will be realized once you discover its many unique features and advantages. The CRM for education is the right tech tool to enable transformation for betterment, say Salesforce consulting partners. This CRM for education is an enabler, and, in this blog, we examine the role of the Salesforce Lead Object feature and how it brings many advantages to the table. 

Potential students for your or any other educational institution are considered, in Salesforce terminology, a "lead.”. Lead means a person who must be nurtured and cultured to enable him or her to hitch their bandwagon onto your growing "caravan.”. Leads or potential students can be cultivated in Salesforce using the “lead object” feature. The tools, functionality, and best practices that Salesforce has created for sales processes come in handy for obtaining information and reporting on potential students. Let it be known that few educational institutions utilizing Salesforce use this useful feature, but for student onboarding, it’s a non–issue. 

The benefits of Salesforce Lead Object for student recruitment, as per Salesforce consulting partners, are: 

• Helpful and cleaner data. Keep the relevant details of leads distinct from those potential students who apply to or engage with you. Thus, data analysis is easier, and marketing to them also becomes more personalised & relevant based on this clean data. Those who start the admission process are “converted” to a contact record and eliminated from the grouping of leads.  Employ Salesforce consulting partners to deploy the CRM. 

• Easier To Manage Staff Permissions and Activities. Salesforce has varied default permissions for prospects (or leads) and by utilising the Lead object for potential students, these varied permissions can be utilised in different ways. Educational institutions may leverage permissions to manage tasks more simply. By using different permissions for different departments, tasks & assignments are separated, better organized, and easier to manage. Permission also eases reports & dashboard processes, say Salesforce consulting partners. 

• Appointing scores to leads / potential clients. Tools to rank your prospects based on defined metrics such as level of engagement and interest are available. This enables the concerned team to go after those who are more likely to “convert” to students. These scores are good data to use for future on boarding marketing and as well as in reports & dashboards. Salesforce consulting partners provide valuable service to institutions of higher education.

• Segment leads. Salesforce lets educational institutions segment leads based on source, interest area, or geography and assigns segments to varied marketing projects. Segmentation paves the way for curating personalised messaging to leads based on their specific needs & interests, thus paving the way for an effective recruitment drive. Enabled by CRM for colleges Reports.  With the lead object feature, customized reports & dashboards for analysis, planning, and actions are easily available. For example, the Lead Conversion Report - analyses the % of potential students who start an application and the time taken from the first contact to applying for admission. This is also possible with CRM for colleges. Mr Rahul Ray, Codleo says “Salesforce consulting partners provide excellent service under all circumstances. Get one today”. 

  Among the top Salesforce consulting partners, Codleo is the first port of call. If you are looking for Salesforce consulting partners, call us today to make you future-ready.