Category: CRM for Schools

  • Roles in Educational Marketing Strategies

    Roles in Educational Marketing Strategies

    Reading Time: 8 minutes

    Are you wondering what sort of systems your school needs to streamline processes, enhance communication, and maximize student success? Two critical tools in this digital transformation are Customer Relationship Management (CRM) systems and Learning Management Systems (LMS). If you’re thinking about which kinds of systems to implement – CRM vs LMS

    While both play vital roles in educational institutions, their functions, benefits, and implementation strategies differ significantly. Understanding the difference between CRM and LMS and integrating them into your educational marketing strategy can provide a powerful edge. In this blog, we provide all of the guidance you’ll need to get started.

    Simplify student management and boost recruitment efficiency!

    Transform your student portal experience. Get a FREE HEM-SP demo today.

    What Is a CRM System?

    In an educational marketing context, a Customer Relationship Management (CRM) system is designed to manage interactions with prospective and current students. You can use CRM systems to track leads, nurture relationships, and streamline admissions workflows. These tools are indispensable if you’re looking to optimize your marketing and recruitment efforts by ensuring every prospective student receives personalized attention at the right time.

    CRM systems often include features such as lead tracking, segmentation, automated workflows, communication tools, and analytics. By providing insights into the enrollment journey, CRMs help schools allocate resources more effectively and improve conversion rates. A robust CRM can also support long-term engagement by keeping alumni connected to the institution.

    What is the best CRM for schools? Every school is different but generally, to choose the best CRM platform for your school, you should prioritize a system tailored to the education sector, like Mautic by HEM, which offers tools for lead management, personalized communication, and data-driven insights to streamline your admissions and marketing efforts.

    Built on the Mautic open-source marketing automation platform, it offers a comprehensive solution for managing leads, automating communication, and gaining insights into recruitment performance. With features such as contact management, campaign workflows, and lead scoring, Mautic by HEM helps schools supercharge their marketing and admissions efforts.

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    Do you want to know how to use CRM and LMS to take your student experience to the next level? Contact us for a demo

    What Is an LMS?

    What is the purpose of LMS in education? A Learning Management System (LMS) is a platform designed to deliver, track, and manage educational content and student learning experiences. LMS platforms provide the infrastructure for online learning, offering tools for course creation, assignment tracking, progress monitoring, and student engagement. Schools use LMS platforms to enhance in-person and online education by providing a centralized hub for learning resources and communication.

    In addition to managing educational delivery, an LMS can provide valuable data on student performance and engagement, allowing educators to tailor instruction and support to individual needs. HEM’s Student Portal System, which includes a Student Information System (SIS), is an example of how an LMS can be integrated into an institution’s broader ecosystem. It streamlines everything from course scheduling to attendance tracking, creating a seamless experience for educators and learners.

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    CRM vs LMS: Key Differences

    Although CRM and LMS systems serve different purposes, they often complement each other in educational marketing strategies. The primary distinction lies in their focus: CRM systems are designed to manage relationships with prospects and current students, while LMS platforms are dedicated to managing the delivery of educational content.

    A CRM system focuses on pre-enrollment activities, such as lead generation, nurturing, and conversion. It ensures prospective students receive timely, relevant information encouraging them to apply and enroll. By contrast, an LMS supports post-enrollment activities, including course delivery, student engagement, and academic tracking.

    Despite their distinct roles, both systems share a common goal: improving the student experience. By integrating CRM and LMS platforms, schools can create a cohesive journey from initial contact to graduation and beyond.

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    Source: HEM

    Benefits of a CRM System in Educational Marketing

    Implementing a CRM system in your school’s marketing strategy can yield several benefits. CRMs streamline lead management by organizing contacts, tracking interactions, and automating follow-ups. This allows your admissions team to focus on high-priority leads while ensuring no prospect falls through the cracks.

    Mautic by HEM, for instance, empowers schools to create automated workflows for tasks such as email marketing, SMS campaigns, and event registrations. These tools help nurture leads effectively, moving them through the enrollment funnel. The platform’s robust reporting capabilities provide deep insights into the success of your marketing efforts, enabling data-driven decision-making.

    CRMs also enhance personalization. By segmenting leads based on criteria such as program interest, location, or stage in the admissions process, schools can deliver tailored messages that resonate with each prospect. This level of customization increases engagement and improves conversion rates.

    Example: One principal benefit of using a CRM for your school is access to detailed data that you can use to make your next move. The report below demonstrates how you can track registrations, what program the prospect has registered for, the prospects’ registration progress, and payment statuses. This is enough to craft and send a personalized follow-up message – a process that can be automated on CRMs like Mautic.

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    Source: Mautic | Higher Education Marketing

    Benefits of an LMS for Educational Institutions

    An LMS enhances the learning experience by providing a centralized platform for educational content and resources. Students can access course materials, submit assignments, and communicate with instructors from anywhere, fostering flexibility and accessibility.

    LMS platforms also facilitate data collection, allowing educators to monitor student performance and identify areas for improvement. By tracking metrics such as course completion rates, assessment scores, and engagement levels, schools can make informed decisions to improve outcomes.

    HEM’s Student Portal System exemplifies how an LMS can integrate seamlessly into an educational institution. With features such as course scheduling, attendance tracking, and performance reporting, it streamlines administrative tasks while enhancing the student experience. This dual functionality ensures that both educators and learners have the tools they need to succeed.

    Example: Here, the learning benefits of Ontario eSecondary School are outlined plainly – they offer quick support, access to expert teachers, and personalized help. An LMS significantly improves the student experience by providing resources that enrich lessons and offer support from staff. 

    An LMS is particularly essential for online academies like Ontario eSecondary School in order to provide structure and necessary resources to students; however, with an increasingly tech savvy student population that tends to expect online options, an LMS can benefit any school. 

    The second image demonstrates how courses can be delivered using LMS tools. Your aim should be to improve student experience by creating an interactive learning experience. This can be accomplished by integrating communications and multi-media tools with your LMS.

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    Source: Ontario eSecondary School

    Implementing a CRM System: Actionable Advice

    To implement a CRM system effectively, start by identifying your school’s specific needs and goals. Consider factors such as the size of your admissions team, the complexity of your enrollment process, and the channels you use to communicate with prospects.

    Next, select a CRM system designed for the education sector. Mautic by HEM is an excellent choice, offering features such as automated workflows, lead scoring, and detailed reporting tailored to the unique challenges of student recruitment. Requesting a demo is a great way to explore the platform’s capabilities and determine how it aligns with your goals.

    Once you’ve chosen a CRM, focus on integration and training. Ensure the system integrates with your existing tools, such as your website and email marketing platforms. Provide thorough training for your team to ensure they can use the CRM effectively. Finally, monitor performance and gather feedback to refine your processes over time.

    Implementing an LMS: Actionable Advice

    When implementing an LMS, start by defining your educational goals. Consider the types of courses you offer, the level of interactivity you want to provide, and the needs of your students and instructors.

    Select an LMS that aligns with these goals. HEM’s Student Portal System, for example, offers a comprehensive solution for managing courses, tracking attendance, and monitoring student progress. By integrating these functions into a single platform, the system simplifies administration while enhancing the learning experience.

    Ensure your LMS is user-friendly and accessible. Provide training for instructors and students to maximize adoption. Regularly review performance metrics to identify areas for improvement and ensure the platform continues to meet your institution’s needs.

    Example: Here, the SP Student Information System is being used for course planning. LMS systems like this help you centralize the information that students need to retain lessons and complete their assignments. Be detailed and clear when providing lesson information.

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    Source: Student Information System

    Combining CRM and LMS for Maximum Impact

    While CRM and LMS systems serve different purposes, integrating them can create a seamless experience for both prospective and current students. For example, data from your CRM can inform personalized communication with enrolled students through your LMS. Similarly, insights from your LMS can help you refine your marketing efforts by highlighting the types of content and courses that resonate most with learners.

    HEM’s suite of solutions, including Mautic by HEM and the Student Portal System, offers an integrated approach to educational marketing and administration. By combining the strengths of CRM and LMS platforms, schools can create a unified strategy that supports students at every stage of their journey.

    It’s Time to Get Started!

    LMS vs CRM? Instead of choosing one over the other, try focussing on how each system contributes to your educational marketing strategy. A CRM system like Mautic by HEM helps schools attract and convert prospective students, while an LMS like HEM’s Student Portal System ensures those students have an exceptional learning experience. By leveraging both tools, schools can optimize their processes, enhance engagement, and achieve their goals more effectively.

    If you’re ready to take your school’s marketing and administrative efforts to the next level, consider exploring HEM’s Mautic and Student Portal solutions. With the right tools and strategies in place, your institution can thrive in today’s competitive educational landscape.

    Simplify student management and boost recruitment efficiency!

    Transform your student portal experience. Get a FREE HEM-SP demo today.

    Frequently Asked Questions

    Question: What is the best CRM for schools? 

    Answer: Every school is different but generally, to choose the best CRM platform for your school, you should prioritize a system tailored to the education sector, like Mautic by HEM, which offers tools for lead management, personalized communication, and data-driven insights to streamline your admissions and marketing efforts.

    Question: What is the purpose of LMS in education?

    Answer: A Learning Management System (LMS) is a platform designed to deliver, track, and manage educational content and student learning experiences.

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  • CRM and SIS Solutions for Schools

    CRM and SIS Solutions for Schools

    Reading Time: 8 minutes

    As a school striving to broaden its reach, you likely already understand the importance of personalized communication to attract and retain students. That may sound like a lot of work because, without the right tools, it certainly can be. Fortunately, our team, with over fifteen years of experience working closely with educational institutions, has developed specialized solutions that address key challenges faced by schools looking to streamline their processes and boost enrollment.

    HEM’s custom-built solutions—Mautic by HEM, a powerful Customer Relationship Management (CRM) and marketing automation system, and HEM’s Student Portal, an all-in-one Student Information System (SIS)—offer the tools you need to manage your admissions and student engagement efforts seamlessly. Let’s explore how you can give yourself the gift of efficiency this holiday season with these systems!

    Simplify student management and boost recruitment efficiency!

    Transform your student portal experience. Get a FREE HEM-SP demo today.

    Understanding CRMs and How They Benefit Your Institution

    What is a CRM and how can it benefit educational institutions? A CRM, or Customer Relationship Management system, is a platform that helps organizations manage and analyze customer interactions and data throughout the customer lifecycle.

    For educational institutions, a CRM is essential in managing prospective student relationships, tracking their progress through the admissions funnel, and keeping detailed records of interactions. At its core, a CRM enables schools to create personalized experiences for prospective students, allowing them to engage in meaningful ways at every stage of their journey.

    Mautic by HEM, our tailored CRM for educational institutions leverages the open-source marketing automation platform Mautic to deliver a seamless experience designed specifically for the education sector. With features like lead segmentation, automated workflows, custom reporting, and multichannel marketing, Mautic by HEM empowers schools to enhance their lead management and marketing efficiency.

    By segmenting contacts based on their stage in the admissions process, program of interest, or geographical location, your institution can ensure that each prospect receives targeted messages that are more likely to result in conversions.

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    Reach out to us for a demo to see how Mautic can boost efficiency for your school’s marketing campaign!

    Mautic by HEM: Supercharge Your Lead Management and Marketing

    Mautic by HEM goes beyond a standard CRM, combining powerful customer relationship management with advanced marketing automation to help you maximize your student recruitment efforts.

    Mautic makes it easy to manage a large number of prospective students by allowing you to segment, organize, and follow up with prospects efficiently. By automating workflows and assigning follow-up tasks, your team can manage their workload better, ensuring that each prospect receives timely attention.

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    Source: Mautic | HEM

    Example: Do you see how centralizing prospect information helps you track the effectiveness of your campaigns and determine the next step in the enrollment funnel? Here, prospects are categorized by their current stage in the enrollment process, their program of interest, the channel through which they first interacted with your institution, and what sort of contact they are. That’s all the information you need to craft an appropriate and compelling follow-up message tailored to each unique responsibility. Mautic helps you with that part too!

    In addition, Mautic by HEM’s marketing automation tools enable you to scale up your email marketing, create dynamic landing pages, design forms, and automate workflows. This allows your institution to maintain a high level of personalized engagement with prospects across multiple channels, thereby improving your reach and effectiveness in digital recruitment.

    The solution’s custom reporting features also give you detailed insights into your admissions pipeline. With Mautic by HEM, you can monitor productivity, track lead progress, and evaluate channel performance, which will help you refine your approach and allocate resources to high-impact activities.

    Ensuring timely follow-up is essential for converting leads to students, and Mautic by HEM enables automated SMS and email follow-ups, allowing you to communicate with leads through their preferred channels. Whether it’s sending reminders, booking meetings, or making calls, Mautic by HEM has the tools your team needs to maintain a consistent communication flow.

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    Source: Mautic | HEM

    Example: Viewing the contact history for each prospect lets you know how they prefer to communicate. In addition to other vital data such as name and contact information, you can craft a highly personalized message such as the SMS pictured above. 

    Finally, Mautic by HEM also helps your team manage their daily tasks and workload. With integrated calendars, workflow assignments, and productivity tracking, your staff can stay organized and focused on what matters most—building relationships and driving enrollments.

    Why You Need an SIS for Your School

    Now, what is a Student Information System (SIS)? Student Information System software is designed to manage student data from application through graduation. An SIS handles everything from enrollment and class scheduling to academic records and financial management. This centralized database makes it easy for staff to track student progress and streamline administrative tasks.

    HEM’s Student Portal integrates CRM and SIS functionalities to provide an all-in-one admissions and student management platform. Tailored to meet the demands of educational institutions, the portal includes tools for application management, payment processing, and student record tracking. This integrated solution enables institutions to centralize and simplify operations, allowing your staff to focus on building meaningful relationships with prospective and current students.

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    HEM’s Student Portal: Revolutionizing Student Management

    HEM’s Student Portal takes SIS integration to a new level, offering an all-encompassing admissions and student management system designed specifically for educational institutions. The Student Portal simplifies the application process, offering a virtual admissions assistant that guides students from start to finish. Students can inquire, apply, pay, and even enroll through an easy-to-use interface.

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    Source: Student Portal | HEM

    Example: A customized Student Portal will guide students through your application process from initial form submission to payment in a user-friendly format as pictured above. 

    Customizable forms and a centralized management system make it easy for your staff to track applications, ensuring nothing falls through the cracks. Additionally, the portal seamlessly integrates with Mautic by HEM, allowing you to manage marketing and admissions in one place. By streamlining communication and automating workflows, this system supports your institution’s goals for efficiency and high-quality engagement with prospective students.

    The Student Portal allows for comprehensive data management, tracking all aspects of student data from initial inquiry to graduation. With detailed records and customizable reports, your team can monitor application status, manage payment processing, and keep detailed academic records, providing staff with a complete view of each student’s journey.

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    Source: Student Portal | HEM

    Example: Here, you can see our centralized application management system. See all incoming applications and determine which applications were started and not completed. In addition, the Student Portal platform allows you to track prospects based on name, program, whether they’ve been sent an invoice, and whether that invoice has been paid. This information is valuable as it clarifies the next step for each contact.

    Furthermore, the portal’s quote builder tool allows prospective students to calculate program costs, offering them a transparent view of financial requirements. This provides clarity and builds trust, making it easier for students and their families to plan for the financial aspects of their education.

    Designed to improve efficiency across all departments, the Student Portal facilitates better collaboration by centralizing data and providing tools for managing projects and tracking progress. This comprehensive approach allows staff to work towards strategic institutional goals, fostering a collaborative environment that drives both student success and institutional growth.

    Experience the HEM Advantage: Efficiency 

    Mautic by HEM and the HEM Student Portal offer transformative CRM and SIS solutions that empower educational institutions to work smarter, not harder. By combining lead management, marketing automation, admissions tracking, and student data management, HEM’s tools create a cohesive system designed to meet the unique needs of schools. That’s what we accomplished for Micheal Vincent Academy.

    Founded by Tally B. Hajek, a multi-talented recording artist and makeup artist, and her husband Michael Vincent, a renowned celebrity photographer, MVA teaches around 350 students annually. Each student gains expert instruction and builds a professional portfolio, launching them toward successful careers in beauty and media.

    MVA sought an organized, streamlined solution to manage its student recruitment efforts, and they found the answer in Mautic by HEM. This customized CRM software, specifically tailored for educational institutions, allows MVA to efficiently automate its marketing efforts and seamlessly follow up with prospective students.

    Transformative Results for a Thriving Institution

    With Mautic, MVA’s team can now easily track and manage leads. The CRM’s powerful reporting tools give the academy a clear view of each lead’s journey through the admissions process. Staff can track the progress of every prospective student, monitor recruitment team activities, and measure productivity—all crucial for a private institution focused on cost-effective outreach. Furthermore, the lead-scoring feature in Mautic enables the recruitment team to identify and prioritize high-value leads, allowing MVA to concentrate on students who are genuinely interested and likely to succeed within the academy’s creative programs.

    As Tally Hajek highlights, the organizational capabilities of Mautic are essential to building meaningful connections with prospective students. “We value connections with prospective students, but connections cannot happen without organization,” she explains. The system enables her team to foster relationships with students who are both committed and well-suited to the academy’s professional and artistic environment.

    Moreover, HEM’s attentive and supportive customer service has made the partnership especially rewarding. “We love working with the HEM team,” says Hajek. “We feel like they really understand us and want us to succeed.” With HEM’s customized solutions, MVA has significantly increased staff efficiency in student recruitment, giving their team the tools to excel in a competitive educational market and helping the academy continue to thrive as a leader in beauty and media education.

    Imagine a system that handles every step of the student journey—engaging prospective students, nurturing leads, simplifying applications, and supporting students through their academic journey—all from a single platform. HEM is dedicated to providing solutions that help you enhance recruitment, boost enrollment, and offer the seamless digital experience that students expect.

    To see how Mautic and the HEM Student Portal can transform your institution, request a demo today and discover the possibilities of giving yourself the gift of efficiency.

    Give Yourself the Gift of Efficiency

    This holiday season, give your institution the ultimate gift: the power to work smarter, not harder. HEM’s custom-built solutions, including Mautic CRM and the HEM Student Portal, are designed to streamline your operations and boost your team’s effectiveness. 

    From managing prospective student leads to enhancing engagement and improving communication, these tools empower your staff to focus on what truly matters—building connections and driving success.

    Simplify student management and boost recruitment efficiency!

    Transform your student portal experience. Get a FREE HEM-SP demo today.

    FAQ 

    Question: What is a CRM and how can it benefit educational institutions?

    Answer: A CRM, or Customer Relationship Management system, is a platform that helps organizations manage and analyze customer interactions and data throughout the customer lifecycle.

    Question: What is a Student Information System (SIS)?

    Answer: Student Information System software is designed to manage student data from application through graduation.

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