Sales CRM software

 training institute crm

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EQMS CRM helps you organize and automate the institute's sales process thus letting you focus on more important activities required to accelerate growth.

How does EQMS CRM benefit your institute?

- It gives you a combined overview of enquiries across various branches just at click of a
- Track and manages every student follow-up
- Reminds you for follow-up with prospects, fee follow-ups
- Provides Analysis in terms of courses that Interests more students, Region wise sales,
  marketing campaigns or other sources generating more enquiries etc.

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It offers much more features and benefits that are given below

Manage Course Enquiries

90% of the leads are lost because they are not acted upon quickly. The primary cause of which is mismanagement of enquiry/lead information.

Mainly institutes receive course enquiries from various channels such as website, walk-ins, paper ads, referrals and other sources. The interaction of a lead is either stored incompletely or sometimes it even gets missed. Since the forms are manually filled by students it might even get misplaced if not digitally recorded.

EQMS CRM lets you digitally capture each and every interaction with the prospective students in more organized way. As the data is stored centrally, it can be easily accessed even across multiple branches.

Generally in an institute same cases are handled by different counselors they hardly have information about the previous interaction with the prospect student thus EQMS CRM provides complete history about the interaction.

Follow-up Reminders

Most of the deals are lost to competitors due to less follow-up or over follow-ups.

Responding quickly to the prospects dramatically Increases the chance of winning the deal.

In EQMS CRM you can schedule follow-up actions along with the date and time so that you do not miss important follow-ups. Once the follow-up is done the interaction with the prospective student can also be recorded.

Fee/Payment follow-up is also possible in EQMS CRM.

Track Closures

Why you lose or win the deal

We fail to understand the reason why we lost or got the deal. It is very important to know your strong selling points well as your weak points to further enhance your sales and profitability.

EQMS CRM tracks complete closure details such as deal status, payment details along with the reason for winning or losing the deal e.g. Good syllabus, lost due to high price, lost to a competitor and so on.

Connect multiple branches at real time

Managing multiple branches is cumbersome.

Common problem faced by the institutes is managing and monitoring the leads in multiple branches. The information is not readily available to the management and staff, meetings and reviews are prolonged due to geographical distances.

EQMS CRM helps you to easily connect with other branches and keeps you updated on enquiries, follow-ups, closures, most enquired courses etc.


Bridge the communication gap between employees across branches.

It is difficult to track sales performance of individual branches, each counselor or a manager sitting at a remote location.

EQMS CRM helps you track and review the branch performance and individual employee performance as well. You can create teams for every branch and allocate student enquiries to the counselors within the team e.g. Mumbai Team, Delhi Team etc and add employees in the respective groups thus giving you complete control over your sales process.

Marketing via SMS and Email

Keep prospects/students informed.

Marketing campaigns are more effective if it reaches right audience, at the right time. Many times we send promotional messages to the irrelevant audience for e.g prospects/ students who have enquired about BCA (Programming ) course are bombarded with offer messages for Animation course.

EQMS CRM enables you to manage your campaigns selectively and effectively by providing you with option to send offer mail and sms offers to the selective audience depending on the geography, leads that hot or cold, enquiry generated from specific source i.e newspaper, magazines, student type corporate group or individuals, selective courses etc.

Trend & Analysis

Are you able to track what's working and what's not?

Getting a complete overview of sales is always difficult. Detailed analysis of factors affecting the sales performance is very difficult to track unless a proper process is in place.

EQMS CRM gives you complete overview of your sales performance with its powerful reporting tool and graphical and statistical analytics in MIS and Dashboard. Therefore providing you complete analysis on campaign that has worked best for you and one that haven't, the most demanding courses, branches contributing highest revenue, referral programs, student type ratio individual or corporate group, monthly snapshot of sales ,prospective closures and more.


Standardized and professional communication creates brand value

Generally quotations that are sent to the corporate for training enquiries are not consistently designed it may vary from person to person and moreover are not easily available for ready reference.

With EQMS CRM you can create quotation in a standard format thus you don't have to keep struggling with the placement of logo and tables in the document. Instantly generate professionally designed quotes and get edge over your competitor.

Document Attachment

Struggling to find documents exchanged with prospects.

You struggle to find it when you need it the most this is what happens with the documents exchanged with prospects as they are stored in unorganized way.

EQMS CRM lets you attach every single document shared with the prospect during enquiry and follow-ups. The file attached can be in any format e.g. doc, xls, pdf even a mail format.


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