What is Automation CRM and
how is it useful ?

It is a method for automating the necessary, but repetitive, manual tasks in order to streamline the processes and improve productivity. It helps in organizing processes and making complex tasks easier. It is easy to manage event-related tasks and keep track of all the relevant data.

Build strong relationships :- The CRM system helps the institutions maintain relationships not only with the current students but also with future students. Maintaining such relationships can tailor future promotions and engagements.

Alumni Contact Management :- OkieDokie helps in managing the data of the alumni and the activities in a single place and keeps the database updated.

Managing the institutional events :- With OkieDokie , it is easy to manage the event-related tasks and keep track of all the relevant data. Also, event reports can be created.

Streamlining the admissions :- OkieDokie helps in streamlining the admission process by timely follow-up, reducing leakage of leads or admission enquiries,student’s enrollment, and payment.

Managing Inquiries :- Inquiries can come from multiple sources or channels, like, social media, phone, e-mail, and many more. It helps in ensuring that no inquiry falls through the crack and captures and keeps them in one central place.

Reducing manual interventions :- It will help in automatically assigning the right counselor with the right enquiry and will send personalized communication to the students and the prospects.

Centralized Database :- OkieDokiehas a centralized platform where all the records of students, teachers can be maintained with ease and can be accessed easily.

Monitor student journey :- This helps in monitoring the journey of students’ from the time they first interact with the institute till enrollment. With the help of this, institutions can get information regarding their prospective students while ensuring efficient and effective admission processes.