CRM To Scale Your Education Business - PowerPoint PPT Presentation

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CRM To Scale Your Education Business

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Onsite CRM will help manage and grow your Education business. Our CRM, or customer relationship management, is a robust software solution that is designed for Education companies of all sizes. – PowerPoint PPT presentation

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Title: CRM To Scale Your Education Business


1
CRM To Scale Your Education Business
  • Onsite CRM will help manage and grow
    your Education
  • business. Our CRM, or customer relationship
    management, is a robust software solution that is
    designed for Education companies of all sizes.
  • Onsite CRM is an all-in-one, cloud-based solution
    that has everything you need in a CRM
    software. Take advantage of our products robust
    set of CRM tools and resources at an affordable
    price. Our platform is very easy to use and
    includes key features like lead generation,
    contact and opportunity management, sales
    forecasting, workflow automation, and more.
  • LEAD MANAGEMENT

2
Onsite CRM helps you contact your leads with a
built in dialer system. Text or email out
contracts to be signed with our free service,
SignByX. This helps you lower monthly service
costs associated with other e-signature companies
and get responses that automatically sync with
Onsite CRM. Set statuses and email triggers when
a customer reaches integral parts of your
Education workflow. Make sure you are leaving no
leads behind with automated email campaigns and
lead pool features as well as appointment
scheduling. QUALITY ASSURANCE With our QC tab,
make sure that all the clients information is
complete before completing the process. Easily
approve or deny and edit with features that
indicate what fields are missing. With our
workflow checklist on the sidebar of each lead,
stay on top of what still needs to be done before
converting a lead to an account. Do whats best
for your company and call Onsite CRM today at
(888) 391-9291 for a free demo. Learn about the
additional features that will aid your sales
process and grow your Education business.
3
Article Resource- https//www.onsitecrm.com/blog
/crm-to-scale-your-student-loan-business
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