Remember these key points, and you'll be flying in the CRM in no time.

1. There’s only ever one student record. Even if a student contacts you in many different ways, a single record is updated. For example, Sally Student requests a prospectus, then attends an Open Day. Each time her record is updated to show these activities.

2. Student activity gets tracked. Every communication or action a student takes is recorded so you can see in one place what they've been doing.

3. User actions are also tracked. CRM user interactions are tracked too, so you can see who last edited that touchpoint, or who published a form.

4. There’s a workflow for that. Apps can have an automatic workflow. This means that when a student fills in a form or books an event they will receive a set of communications. Emails, text messages or letters remind and gently guide your students on to the next step.

5. Choose the students you wish to contact. Got a group of students whom you’d like to contact again? You can create Segments - that’s a collection of student details that fulfil particular criteria from your App. For instance, students who received a prospectus for Accounting in the last 3 months, or sent an Enquiry. You can then use that data and send them an email, text or letter. Or send that data to another App!

Got it?

Then you're already on your way.

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