Productivity

Choosing the Right CRM for Your Education Business: Generic vs. Industry-Specific

By Marta

Sept 4, 2024

Choosing the Right CRM for Your Education Business: Generic vs. Industry-Specific
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When it comes to selecting a CRM, the decision can feel overwhelming. With so many options available—from widely-used generic systems to specialized industry-specific tools like Edvisor’s—the choice isn’t always clear-cut.

The reality is that there’s no one-size-fits-all solution, and what works best for one business might not be the right fit for another.

What Do You Need from a CRM? 

Before diving into which CRM to choose, it’s essential to understand the specific needs of your education business, what a CRM does, and what you require from it

Generally speaking, a Customer Relationship Management (CRM) system is designed to help businesses manage their interactions with current and potential customers. 

At its core, a CRM provides:

  • Contact Management: Store and organize contact (students) information, including contact details, interaction history, and preferences.

  • Sales Management: Track leads, opportunities, and the entire sales journey, ensuring nothing falls through the cracks.

  • Task Automation: Automate repetitive tasks like follow-up emails to free up your team’s time for more strategic activities.

  • Analytics and Reporting: Generate reports on sales and team performance to make data-driven decisions.

In the past, CRMs were often seen as contact databases, mainly used to keep track of customer details and sales activities. 

However, today’s CRMs are far more sophisticated. 

They have evolved into comprehensive platforms that not only manage customer relationships but also integrate with other business functionality.

For education consultants or student recruiters, a modern CRM needs to do more than just store student information. It should support every aspect of your student recruitment process—from initial inquiry to enrollment and beyond. 

This means integrating with tools for quoting, booking, and payment processing, as well as offering features tailored to the specific challenges of the international education industry.

 

What is the Best CRM for Education Consultants?

So, how do you decide which CRM is right for your education business? 

Let’s break it down by comparing generic CRMs and industry-specific CRMs, helping you choose the best CRM for your Student Recruitment Strategy.

🔹 The Appeal of Generic CRMs

Generic CRMs, like Salesforce or HubSpot, are powerhouses. 

They’re versatile, feature-rich, and built to serve a wide range of industries. 

If you’re looking for a tool that can do just about anything—managing sales pipelines, tracking customer interactions, automating marketing campaigns—one of these CRM systems might seem like the obvious choice.

These systems are designed to be incredibly flexible, allowing you to customize them to your heart’s content.

There’s just one catch: the flexibility that makes these tools so appealing can also make them overwhelming. Setting up a generic CRM to fit the specific needs of a school or an education agency requires time, resources, and, often, a good amount of technical know-how.

And while these CRMs are powerful, they aren’t specifically tailored to the international education industry's unique needs. 

That means you’ll likely need to invest in additional tools or integrations to handle specific tasks, such as student quotes, school program management, and booking processes.

 

🔹 The Strength of Industry-Specific CRMs for The International Education Industry

On the other hand, industry-specific CRMs like Edvisor are designed specifically to meet your needs.

Our CRM offers all the core functionalities you’d expect, such as storing contact information, leaving notes, and sending emails. But it goes further, addressing the unique demands of the international education industry—like searching and quoting programs, managing bookings, and handling payments with ease.

That’s its biggest advantage. Edvisor’s CRM isn’t just a standalone system—it’s part of a comprehensive ecosystem that includes tools for quoting, sending applications, education e-commerce, student portals, and more.

This means less time spent juggling multiple systems and more time focusing on what truly matters: recruiting students and growing your business.

The trade-off? While it offers a certain level of customization, it may not have the extensive options or sophisticated marketing tools of larger, generic CRMs. 

 

Making the Right Choice: Generic CRM vs. Industry-Specific CRM

Ultimately, your company's unique needs, size, and priorities determine the choice between a generic CRM and an industry-specific one.

  • Generic CRM: If you’re a larger agency with the resources for extensive customization or if you prioritize advanced marketing tools and sophisticated features, a generic CRM might be worth considering. 

👉 You can have the best of both worlds by integrating it with Edvisor using our API to access our programs and pricing database. 💡 For HubSpot users, we’ve developed a seamless integration to make this process even easier!

  • Industry-Specific CRM: If you’re a smaller or medium-sized agency, or even a larger one that prioritizes student recruitment, an industry-specific CRM like Edvisor’s is likely the better choice. It’s designed to meet the needs of education recruitment businesses from day one, allowing you to focus on delivering exceptional service rather than wrestling with technology.

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Choosing the Best CRM for Education Consultants or Student Recruitment

Remember, there’s no wrong choice—only one that best aligns with your goals and workflows. 

Whether you opt for a generic CRM with broad capabilities or an industry-specific one with tailored features, what matters most is that it supports your team in managing relationships, growing your business, and making the student recruitment process as smooth and successful as possible.

By understanding the differences between these types of CRMs, education consultants can make an informed decision and choose the best CRM to enhance their student recruitment efforts.

If you’re ready to take your student recruitment to the next level, contact us! 

Let us show you how Edvisor can transform your process and drive your success.



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