Thousands of Immigration Consultants and multiples of thousands of applicants everyday flood the systems of Immigration businesses with their enquiries, applications and visa submissions.
While this is just one of the daily chores of Immigration Consultants, there can be many tight spots where it’s cumbersome to seamlessly transfer tasks internally within the team with ZERO LOSS of information and documents, or and the most important of all- LEAD LEAKS!
Lead leaks can happen due to several reasons- like missing the communication, losing track of lead progress, missing out on high priority leads, no quick communication and most important of all- no reminders for all this!
Check out these 5 ways in which an Immigration Consultants can be at the TOP OF THEIR GAME by effective management and great customer experience:
1. Get it automated – Use a CRM software!
CRM software reduces more than 80% of efforts, which is equivalent to 80% productivity boost! Click here to know how exactly it works.
With automatic reminders, no follow ups are missed and all the details are ready available for reference.
Maple CRM is the one among the top ones in Immigration and Oveseas Education niche, with features and functionalities customized to suit the requirements. Get a demo scheduled today!
2. Encourage executives to make it a practice of recording every single thing!
Old school method- of jotting down every single detail works the best even today!
Backed by modern technology and sophisticated softwares, keeping note of all progresses, communication and updates is made quite easy to follow.
Scheduled reminders and update notifications play an important role in Work process management. Maple CRM has the most user-friendly platform for customization and configuration of the system and user-wise reminder settings.
3. Periodic trainings to new users
Cycle of employees leaving the organization and hiring their replacements is another part and parcel in any business. Especially, for Immgration consultants, this business is vastly employee-oriented and technology can be made to work only with proper handlers.
It’s imperative that every one is adapted and is adept in using the software or any other technical tool used to daily work process management.
Dedicated trainers should be instructed to ensure proper training to new users and keeping all of them up to date on any new additions / updates
4. Easier to maintain soft copies- don’t pile up the papers!
Documentation is the most important phase in Immigration Process.
The reason for emphasizing software for management automation is not just for a great customer experience, but for a great user experience, too!
It’s a thing of the past, where printouts brim the edges of the executives’ table and drawers. It’s difficult, least effective and time eater method of keeping and retrieving records.
CRM software now a days are very well designed and easy to use, so that data addition and retrieval is easy and matter of just a couple of seconds!
5. Get technology working for you!
Before going ahead with any form of software or tool for your business, it’s useability must be measured stringently and only if it’s flexible enough to fit in your requirements, should it be accepted.
Technology here to work for you, not to make you work for it!
Contact Maple CRM today to learn how this software can be moulded into your requirements, so that it fits like a glove in your business model and business can reach new heights with productivity boost!
For more information, drop a WhatsApp message with ‘Hi, I would like to know more’ to the below mentioned number, or just give a call.
We believe we can connect better if we have a chat!
Overseas Education and Immigration procedures involve numerous steps, highly professional organization of the tasks, documents and a detailed designed workflow. Right from capturing of the lead to having the Visa stamped- all the processes can be seamlessly roped in Maple CRM
With well structured functionalities and a vertical designed specially for Overseas education and Immigration, Maple CRM is rapidly becoming the top most choice of businesses due to the advantage the software brings in.
Unique features: – Custom document / agreement generation – Ready to refer COURSE FINDER (course library) with all the corresponding details – Custom configurable lead and student form – Configurable workflow as per process selected – Hierarchy-wise and expertise-wise task mapping – Online portal for data updating
Course Finder comes equipped with 10+ standard filters and a host of custom filters through which the university and courses can be shortlisted and same can be referred to the students. Example- you need to find an Engineering Course in Canada, follow the below steps-
Go to ‘Course Finder’ option in Maple CRM
Type in the Key words, Select filters, like State, Province, Intake, Acceptance Criteria, IELTS score, etc.
There’s your perfect course right in front of you!
Get the student on board!
Multiple course selection, multiple applications, tasks defining for each of these processes and allocating the tasks to the concerned executives- all can be configured through Maple CRM. Documents generation can be done in a matter of a few seconds with pre-configured templates. The hassle of every time typing the matter, checking for errors, etc., is totally eliminated, thus eliminating errors and increasing the productive time.
Maple CRM can be moulded into your business workflow and can be customized exactly as per the requirement. The user can decide what workflow is required, how many steps to be involved, mandatory steps, documents to be generated, payment involved, and most important of all- performance reports.We do not make you alter your ways to fit into the CRM. Maple CRM does the work for you!
Maple CRM- adding value to businesses from the last 10+ years! Less typing more selling !