My Followups

My Follow-up Activities in ExtraaEdge CRM helps counselors track and manage scheduled interactions, ensuring timely follow-ups and better engagement.

You will be able track all your follow up activities. This will help you to quickly overview your Done, Missed and Planned activities in a selected date range.

Done Followups, Missed Followps and Planned Follow Ups

For every follow up activity, you will get a reminder from the CRM. This will make sure you do not miss any important activity. You will get this reminder 10 mins before the activity.

You will receive a notification pop up in the right hand of side in yellow color.

Follow-ups, Reminders, and Lead Status in ExtraaEdge

Extraaedge, designed as an education-focused Customer Relationship Management (CRM) tool, plays a pivotal role in enabling counsellors to effectively manage their interactions and relationships with prospective students. By integrating follow-ups, reminders, and lead status updates, Extraaedge ensures that counsellors can keep track of their recruitment funnel seamlessly and remain proactive in their engagement strategies.

• Follow-ups: This feature allows counsellors to record and monitor every interaction they have with potential students. By having a systemized way to log follow-up activities, counsellors can ensure consistency and regularity in their communications, which is crucial in building a relationship and nudging leads towards conversion. With a clear overview of done, missed, and planned activities within a specified date range, counsellors can better strategize their engagement efforts.

• Reminders: Scheduled activities come with timely reminders from the CRM, sent ten minutes prior to the planned activity. This automated feature helps counsellors prepare adequately for each engagement, reducing the chance of missing important interactions. By receiving reminders, counsellors can efficiently manage their time and ensure they are meeting the needs of each prospective student with diligence and care.

• Lead Status: As discussions with students progress, counsellors have the ability to update the status of each lead in the CRM. This dynamic feature reflects the current stage of the lead within the recruitment funnel, providing a clearer picture of the student’s journey. With real-time updates to lead statuses, counsellors can prioritize leads based on their readiness to enroll, allowing for the allocation of resources to where they are most needed.

These integrated features of Extraaedge enable counsellors to maintain a streamlined workflow, optimize productivity, and ensure they are consistently at the forefront of engaging with and converting potential students. In the competitive landscape of educational recruitment, such tools and capabilities are essential in sustaining a successful student recruitment strategy.