Certainly, a CRM is a vital tool that can help you improve sales and retain and maintain lasting relationships with your customers. For this reason, a correct use of a CRM system can translate into favorable results and boost the growth of your center.
To obtain all these benefits, there are certain important aspects to keep in mind that must be conducted so that such a complex tool helps and is not another obstacle.

1- Know the purpose for which you need this system
There are many CRM programs in the market today, but it is not advisable to head for the adventure thinking only about the goals. Before starting to use a CRM, it is very advisable to analyze your needs and see if this type of programs will be useful in your day to day.

2- Using an unfriendly program
This is another of the errors that can happen when we use a CRM. If this is the first time you want to use this type of tool, you may find that the program is too complex for you or, simply, you or your team can not use it correctly. Therefore, it is essential from the moment you start using it to spend time learning which functions you will use, which you will not and how they are performed. This will allow all those in charge of using it to perform functions correctly and homogeneously.

3- The functionalities of the program
This error is closely linked to the previous one, because it turns out that we can find that the CRM we have just obtained performs too many or too few functions in comparison to the ones we require. This ends up causing dissatisfaction, both because there are dozens of functions that do not fit with your current business model and because you need to hire new specific functions now or in the future that make the product more expensive. The solution is to find the program that best suits your needs and does not require additional hiring of development, therefore a previous good research is key. Do not settle for what you have.

4- Using a program that does not allow other features to be integrated
Currently we can find all kinds of CRM programs, from the most basic to the most complex ones that allow you to connect with your smartphone. For example, one of the basic integrations required for a school CRM is the integration with email marketing campaigns or one that facilitates interaction with social networks. For that reason, in order to correctly segment your customers you must get the tool that best suits you and allows you to do what you need with simplicity.

In conclusion, not all CRM programs are the same, in the same way that not all the needs of each center are. Having an effective tool means that it does not hinder work and optimizes all processes, and the best way to achieve these goals is to find what adapts to you without having to struggle constantly.

For any educational center it is essential to have a perfectly organized and updated contact list in which to annotate and segment future and former students, potential clients and how they have contacted you. The functions that can be performed when you have a CRM program that helps you manage these issues are several, but beyond that, they will help you measure your development.
Classlife supports your growth through a platform that adapts to your needs to improve your resources and your results. Therefore, it has specific functions that, adjusting to your needs and requirements, offer you a range of possibilities, among which we highlight the following:

1- The platform allows you to register the different input channels with which your contacts have made their requests, as well as to automatically update your contacts’ information to inform you of their reentry. This way you can know which channel is more successful and which one you should reinforce.

2- It also allows you to communicate with your contacts via email from the platform itself and to keep all histories of the conversations so that attaching files and exchanging information is simpler than ever.

3- In addition, one of the functions that you can perform is to control the load of tasks that your commercials have and, also, to catalog by colors the actions they are doing. This way you will never miss the track and it will allow you to manage the volume of work in a much more visual way without resorting to external programs.

4- Finally, Classlife offers you opening analytics to measure the click volume of your campaigns and plan strategies according to your results.

In conclusion, Classlife offers you the possibility of integrating in the same platform essential functions to manage your contacts so you can grow and perform remarketing strategies adapted to your center and your own timing. For this reason, the sales module is specifically designed to meet the needs of all types of educational centers and, thus, make you feel that you finally use a tool designed for you and your center.

ERP systems refer to Enterprise Resource Planning and assume, as their name indicates, a system for planning business resources. These programs are responsible for various functions, from human resources to distribution.

For this reason, for any type of company, it is a great investment to have this type of programs to increase productivity. But often we focus too much on the objectives and forget that several items are needed before embarking on the incorporation of management software, especially for the academic or educational field.

Today we present you several mistakes that are made in the incorporation of ERP systems that we must keep in mind to achieve a correct development of their functionalities:

1. The key to getting a new ERP is to understand that it is a new system that needs dedication and time to adjust. In relation to that, it is important that a training is given to those employees who are going to use it so that they are able to use it correctly and optimize their functionalities. We’ll talk about how to organize their uses later.

2. Another concept that should be clear is that any ERP software does not work. Each company or educational center is unique and characteristic, therefore you should not expect that the perfect ERP for a company or school would be useful in yours. The best solution is to find the software that best suits you without needing specific requirements that can increase the price substantially.

3. Following this last idea, we are presented with another problem in the use of ERP programs. We all know the 80/20 rule, that is, most companies and educational centers will only use 20% of the features offered by this system. You must take into account from the beginning what you want and what you need, and then find the program that offers you the maximum according to your needs. This concept, which may seem so obvious, is very important. For most centers it can be very confusing to implement a system that is too complex for its purpose and, to avoid possible management errors, it is preferable to have very clear the utility that you want to give it and to train your staff accordingly.

4. For that reason, we highlight the most common error: not having documented the steps and the methodology. It is vital to have registered all the methodology that has been set for the correct use of the system, both for the present and for the future and new additions. Furthermore, as the center grows, so will the needs and uses required by this software. For this reason, writing down the steps for the correct practicality of the system will facilitate its use and homogenize the result.

In conclusion, perhaps the most important thing when choosing an ERP software is not the number of functions that allows you to perform, but that the functions it performs are adapted to your needs. It is useless to have an impressive ERP that allows you to do thousands of actions if you are not going to use them, being a loss of money and resources. Find the software that performs the highest number of functions you need and contrast beforehand what you need with what it offers.