They say that France is the land of romance, but when we arrived, there was no love lost between the international admission team and the CRM they were using. The internal processes they were using just didn’t fit with the CRM setup and, besides, everything was being done manually. No automated workflow processes meant their CRM was basically just used for storage.
We got to work. Firstly, we brought in HubSpot CRM as the team loved its user-friendly interface, and the functionality suited their scale and objectives perfectly. Step by step with the team, we then developed the blueprints for a much more sustainable relationship between the team, their CRM and all the processes that support their integration.
We started with a marketing and sales consultancy approach, to go through their current processes step by step. Sometimes, the outside perspective really helps to identify inefficiencies, missed opportunities and duplications of effort. This process gave us all the blueprints for the new structure, which everyone could review and agree on as we fine-tuned the sales funnel.
Now ready for the build, we worked hand in hand with the admissions team as we layered the building blocks of their new, bespoke CRM. Making sure the team are on board and happy is hugely important in change management, and the team were relieved to see so much of their time freed up by automation and smoother workflows.
Free from manual labour and duplicated efforts, the institution was able to retask employee time more strategically, to help grow recruitment and focus on personal and professional development.