To boost the admission process of institutes and maximize their ROI, TargetX offers an innovative CRM module that helps to acquire admission leads, nurture them and convert them into enrollments. TargetX CRM ensures that an institute does not miss any opportunity of filling its seats. It enables institute to capture leads from multiple sources such as social media, electronic and print media, partner websites, marketing agencies, events, or direct calls/walk-ins.
Systematically nurture leads into admission opportunities and finally bring them on board as students of the institute. TargetX CRM covers this journey through intuitively designed workflows and dashboards that keeps the institute in control of the whole process and also enables it to utilize the full potential of its marketing team.
TargetX CRM to boost Admissions
Admission Leads Acquisition
Leads Funnel
Counselor's Outcome
Marketing Analysis
Admission Analytics
Communications
How TargetX CRM Works for Your Institute
Lead Management
Opportunity
Application Submission
Enrollment
Lead Management
Leads from marketing campaigns
Direct leads from telephone inquires , email, walk-ins, website, QR code scanning
Collaborative leads from education portals/ publishers
Bulk import of leads’ database
Conversion of Lead to Opportunity
Leads validation through tracking and handling of duplicate leads
Leads nurturing using drip marketing and lead’s profile analysis
Leads maturing to admission opportunities
Opportunities getting generated from direct registrations in TargetX
Conversion of Opportunity to Application Form
Counselors track and followup opportunities with the help of CRM till application form gets submitted.
Smart CRM component intelligently steers opportunities towards form filling and submission.
Enrollment
Applicant pays the ‘First Fee’ online through TargetX, thus completing the enrollment process.
Get Informative Dashboards
Admission Manager's Interface
The Admission Manager’s dashboard provides a 360-degree view of all the admission leads, enrolment status of all leads, every counsellor’s performance, lead source/marketing campaign impact analysis, and usage metrics of the various communication channels
- The Enrolment Status panel comprehensively shows all the programs and specialisations offered by the institute, and provides informaton on available seats, admission registrations processed, seats allocated, and first fees paid.
- The Leads Funnel shows the admission leads in various stages of maturity like new leads, contacted leads, form filling started, form submitted, form fees paid, seat allocated, and final enrolment processed.
- The Counsellor’s lead growth panel lets the manager analyse the current status of leads allocated to each counsellor
- The Source Outcome panel provides data analysis on the effectiveness of the various sources of admission leads and marketing campaigns.
- Query Analysis and Reminder Analysis allow the manager to access how effectively and dilligently counsellors are handling candidate queries and follow ups on admission leads.
Counselor's Interface
Provides a dedicated workspace for admission counselors to manage the leads assigned to them and systematically move them towards final enrollment using various tools available
- Leads assigned to the counsellor appear as 'My Leads' helping the counsellor to get the admission form filled along with fee payment
- Integrated with communication tools like email, Whatsapp, SMS, cloud telephony and video confrencing to aid the counsellor's interactions with prospective students
- 'Reminders' and 'Notes' facility so that the counsellor does not miss out any important follow up with the leads
- 'Lead priority' feature to help the counsellor to organize leads as per importance
- 'Leads funnel' to give a clear view of lead distribution at various stages of the admissions journey
IT admin
TargetX CRM conceptualizes the IT admin's role as the one performing the set up and configuring the system as per the institute's requirements
- The setup of various Sources of admission leads is configured by the IT Admin.
- Bulk uploading of all the leads data as procured from the education websites and publishers.
- Configuring the integrated communication services such as email, SMS, payment gateway etc.
- Defining rules for auto assigning of leads to counsellors.
- Defining rules for identifying duplicate leads.
- Configuring the admission setups like Admission Streams, Institute Profile Page, etc.
- Assigning roles and permissions to the Users.
integrations 
Email and SMS Services
Cloud Telephony
Chatbot
Whatsapp
Video Calling
