How can an agent CRM software help you in workplace management?
The visa consultants are the experts in dealing with various visa services and handling each department can’t be the work of a single person. Thus, an Agent CRM software will help you in maintaining and managing the office workflow in a proper way. How?
These are the following points which supports Agent CRM software in handling the workplace.
Assigning the leads to the counselors
The leads coming to your business must be handled by the counselors. Each counselor will get the hold of certain number of students. Every task will be handled and monitored by the Admin appointed in the branch of your organization. The agent CRM, study CRM handles the assignment of leads to the counselors and the admin will be updated with number of leads counselors are handling and what are the status of those applications, so far.
Lead transfer
The lead management is the most efficient part of the agent CRM. There the users,counselors can transfer their leads after getting approved by the admins the receiver accepts to receive the leads. This would be more likely to be open and transparent process which will help you in getting all information in your branch and your team.
Proper alerts and status updates
This Study Abroad Consultants software allows the consultants to be always updated with all information of VISA applications. any changes in the applications, it will be saved in the activity log of that application. Now, admin can open the application and view the length of work and actions taken on the application. The last updated status of the application helps the counselors and admin to take the followup and plan of their actions. They don’t need to juggle up with the files to files to look for the status and actual file sorting problems.
Read:- Get alerts for pending fees
Proper reporting of each action takes over the visa application
Like for each major actions taken on the visa applications, each and every status changes is regularly updated to the Admins. Not that much, A Study CRM provides the alerts and notification, which notifies the changes as well as celebrated birthday alerts, alerts for pending fees, document etc.
In-depth analysis for your branch or organization’s growth.
It also supports the in-depth analysis for your branch, team and organization to evaluate your work and progress in a very mechanical way. This analysis program part is immense helpful for the growth of your organization.
Read: How can analysis of Branch and Individual users with the agent CRM software can help your business?
With such benefits wrapped behind the disguise of your study abroad consultants software . Then why not try one for your own visa consultants benefits.
