CRM for selling a school

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Lars Olesen

• June 19, 2018 17:39

I am looking into using Podio as a Sales and Marketing CRM to sell a school.

We will get some leads from our website - asking for brochures (custom form), guided tours (custom form), asking questions (custom form or e-mail - might be using Zendesk for this), signing up for newsletters (Mailchimp) and calling in by phone. Right now we are not really tracking whether they convert to being a student - and how many are in the pipeline - and we have no real data from the previous years. I would like to change that.

Will Podio be a good fit - and how could this be setup?

Lars Olesen

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  Bajarang

  • June 20, 2018 08:49

  Hi Lars,

  Yes, all these things can be implemented and tracked in Podio. Podio is having a lot of third-party integrations so this can be achievable with Podio.

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  Lars Olesen

  • June 20, 2018 18:12

  Thanks @Bajarang. Is there any good tuttorials - easy getting started for this kind of task anywhere - it seems a bit overwhelming, just to get started from the Podio interface.

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