You invest countless time, money, and effort into getting people to visit your website. But most people that visit your website aren’t quite ready to buy. Without a lead capture form to collect their information, there’s no way for you to continue growing your relationship with them.

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But, lead collection gives you a way to continue the conversation long after your website visitors leave. It’s your chance to learn more about who is landing on your website and what their interest level is in your products. But more importantly, you’ll use your lead collection to nurture the relationship through your sales funnel for a desirable result.

Here’s what you need to know about creating and using lead capture forms on your website:

What Is a Lead Capture Form?

Briefly, a lead capture form is a feature on your website that allows you to collect information from your visitors. You can create custom lead capture forms for specific uses, such as an email newsletter signup or e-book download.

These forms serve one purpose: to give you permission to contact buyers who are interested in connecting with you.

Lead collection forms can appear as a pop up on your website or as an embedded form somewhere on the web page. In most cases, you’ll use lead capture forms on landing pages that offer a free piece of content in exchange for filling out the form.

In either case, your form should specify why you want to collect their information and what the user can expect as a result of giving up their contact info.

Lead forms are usually simple and straight to the point. You only need the basics to start the conversation: name, email,  and phone number are the most important. You want to keep the form short and simple to encourage users to sign up. Forms that are too long or complex can result in lower opt-ins.

How It Works

Using lead forms on your landing pages can be powerful tools to fill your sales funnel. Let’s look at how to tap into their benefits:

lead capture form - process

Step 1: Offer

Before you start designing your lead capture form, you’ll need to create a compelling offer that people will want to take advantage of. Most companies offer free or inexpensive e-books, how-to guides, lists, or other content downloads that promise high-value information.

Create the offer first to help you guide your landing page and form design.

Step 2: Design

You should design your landing page content and form around your offer. Everything from the landing page’s aesthetics to the placement of the form on the page should work together to create interest and desire.

Step 3: Nurture

After users fill out the form, you’ll need an action plan to move your leads through your sales funnel. Nurture your leads to maintain top of mind awareness, help them get to know your company and services, and move them closer to a sale.

Step 4: Track

Monitoring your form’s performance and contribution to your sales funnel can help you determine whether or not it’s working.

If you find your conversion rate is low, you may need to make a few adjustments to your landing page. Simple fixes like changing colors, calls to action, or form length may significantly improve your results.

Features of a Strong Lead Capture Form

Not all lead forms are created equal, but there are a few common characteristics that all successful lead forms share.

lead capture form - features

High-Quality Visuals

Lead forms perform best when supported with high caliber visual elements. Visitors want to see what they’re buying into, so include images that can add a layer of tangibility to your product.

Lead-Qualifying Questions

When asking your visitors for information, how do you know what to collect?

The obvious name and email address fields are standard on lead capture forms. But you’ll also want to consider other data that helps to qualify your leads. This is information that helps you determine the lead’s chance of actually turning into a sale.

Fields like company name, website, number of employees, role, or specific needs can give you more insight into your customer so you can better prepare to market to them.

Privacy Policy

Include a privacy policy to instill confidence in your users. They need to know how you plan to use their information before entrusting you with sensitive data.

Form Submission Button

Make sure your Submit button is prominent on your page. Include a clear call to action that lets them know what to do. More effectively, using CTAs that imply what will happen, such as “Get your e-book” or “Book your seat” are more effective

You’ve Got the Leads. Now What?

A lead capture form is only effective if you plan to use the leads you earn. Once they fill out your form, you’ll need to include them in a nurturing strategy.

LeadSquared provides a comprehensive platform that lets you easily integrate lead form data into your total sales and marketing strategy. Our suite not only helps you capture leads from your website, but can also score, qualify, and assign leads to cut down on time and confusion.

Want to see what a LeadSquared lead capture form looks like in action? Start your free 15-day trial today to see how you can start collecting and leveraging lead data for the ultimate success.

In the game of poker, there is a great benefit in trying to hide your cards from your opponents. This doesn’t just mean keeping them face down, but also not allowing your opponents to have the slightest hint about what your cards might be.

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It sounds very easy, but it really isn’t. Poker players say that everyone has a “tell”, an involuntary motion or action that they perform when they are lying – a behavioral cue. A poker player may pretend that they have the best hand possible and bet within the game in a way that suggests this is true – but every time they talk, they scratch their left ear.

When the other players realize that the left-ear-scratching is an indication that the player might not be telling the whole truth, their ability to deceive is radically reduced.

While sales tactics should never include lying, everyone is subject to tells and other quirks when in the middle of a discussion, and these can be your gateway to closing a sale.

Sales tactics when communicating with words

Some tells are visible even when you can’t see people. You can talk to a prospect for a long time in person or on a call, or even by email or text. Some may tell you to listen for certain inflections in the voice. But, these may vary widely depending on the first language of the speaker.

For example, in US English, the voice may rise at the end of a sentence to indicate it is a question – but in the UK, the voice drops at the end of a sentence when it is a question.

Sales tactics - actions

What is more important is to be aware of what the other person is saying, be it with their voice or with their typing.

You are looking for interest in your product or services. If the conversation has started off with little interaction, where the prospect is just kicking the tires and doesn’t really seem interested, you should sit up and pay attention when they start relaying their problems to you.

They might tell you what it is they are trying to solve, or that they have a supplier already but they aren’t very responsive. Perhaps they’ll start asking a lot of questions about one particular product, or just drop in a comment about what their wife thinks about something.

These are all insights into how they feel about things and they are an opportunity to go deeper. Would you talk about your family to someone you didn’t trust or didn’t want to do business with? Would you go to the trouble of identifying all your problems if you weren’t looking for a solution?

Behavioral cues of your lead to indicate interest

It can be a lot easier to identify levels of interest when you can see the people you are interacting with. This can be in-person or via video call, although video calls are likely to be harder to establish true behaviors as the person will be focusing on the device they are using.

The clearest form of body language is to look at how open and receptive to you the prospect is. If they maintain eye contact, sit with their legs straight and their arms away from their body, there’s a good chance they are interested.

Sales tactics - behaviour

If they look away or seem distracted, cross their legs, or fold their arms across their chest, they are in a disinterested or defensive state. They will need a lot of work to build interest and trust, possibly more than you can afford to.

If they lean in towards you, nod their head, or even reach out and touch you, this is a good sign. It shows interest, and that they are in agreement with what you are saying. However, if they shake their head, move or lean away from you, or spend a lot of time arguing with you (or just huffing and puffing), it’s likely you’re going to have a hard job convincing them to buy.

The psychology of sales tactics

The principle behind these actions is psychological, and these behaviors are often unnoticed by those performing them.

Leaning in, nodding in agreement, and adopting an open posture are all things that signify interest. These physical actions bring the prospect closer to you and make them open to physical attack from you – yes, you read that right!

Sales tactics - stances

While a salesperson is not going to attack a prospect, human physiology is always ready to defend the body or run away. By getting close and moving the legs and arms out of the way of the other person’s body, it is a subliminal signal of trust.

The opposite is true, too. Moving away gives a better chance of escaping, shaking the head is subliminally saying, “No, I don’t want that…or like you…”, while crossing arms or legs creates a physical barrier to keep the salesperson away.

To get even deeper into the mind of the buyer, pleasure causes the pupils of the eye to dilate. If their pupils get larger while you are talking (and there’s been no dramatic change in the lighting) then it’s a good sign they are getting ready to buy!

Using your own behavioral cues

While the buyer will make these motions unaware of their actions, they’ll also be subconsciously aware of how you are moving too. If you lean in, they’ll think you’re interested in them. If you nod and smile, you’ll appear more trustworthy. And, if you cross your legs, they’ll perceive the physical barrier you’ve made, and be less likely to agree with you.

There are many other things you can look for, and you’ll find that just as the poker players know, everyone has a tell. There will be one thing that every client does that will let you know you’ve made the sale, even before they confirm it with their mouth.

Each tell will be different, but it won’t take you long to find them if you keep your eyes open. And as soon as you see it, you can relax – your job has been done, and the sale has been made, even if the client doesn’t know it yet!

To be a successful manager you need to gain the ability to lead your sales team to close deals. How can you do this? It’s not just about motivation or working nonstop, what you need is a good sales management report. It is important for every successful manager to understand the importance of this sales report.

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What is sales management?

If you want to gain an understanding of sales management reports, you need to first understand sales management. It is the ability or process, where you strategize ways to make your sales force grow strong. You can also help them develop good sales skills, that they can apply to their work and surpass their sales targets.

As a manager, you always want to ensure the success of your business. But, you may find it difficult trying to pinpoint what or who is boosting your sales figures. That is where a sales report comes in.

What is a sales management report?

A sales management report is the process of being able to track and analyze sales, to know where the success, or lack thereof, lies and, then, finding ways to improve. Managing a sales team is not as easy as easy as it sounds. Parts of being an effective manager is knowing points where to do touch-ups, how long it takes to close deals and knowing the exact process your team follows.

Sales management reports - infographic

It is also important to be certain which areas of sales benefit you, and then find ways to keep that growing as time passes. This will help you to know what your team needs to focus on, quantity and quality that needs to be delivered and how you can expand the business further. Your reports can also help you beat your competition.

Additionally, it will help you to figure out how to reach your sales targets effectively. You can also avoid performance conflicts. For example, one agent brings in more clients with a less number of leads assigned. But, another salesperson beings in fewer clients with more leads. Get to the roots of these problems with reports.

What should you report on and how to do it?

There are indicators that could be used to tell you how your sales are performing and if you are reaching your target. These indicators are known as sales metrics. Your sales management report should be filled with metrics that are essential for your company’s growth. There are certain important metrics that are always important for all sales managers. Some of them include:

Deal size:

This is probably one of the most obvious touch points of your reports. You need to know how big of a sale your team is making. This will help you understand what your audience is like and you could position your product accordingly.

Leads in the pipeline:

Know how many deals are in your pipeline and how close they are to closing. This will help you build accurate sales forecasts, as well as set targets for your team.

Conversion rate:

This tells you how quickly deals are closing for the effort you are putting in. You can also figure out the average time it takes to convert, right from capture to closure. Once, you start tracking this on a regular basis you will start building a better sales process.

Importance of sales management reports

Even though you are an expert at closing deals, there’s always an important reason for your sales management report. It helps these representatives to harness knowledge about the product and make customized plans on helping clients to reach their goals when using your products. Managers can benefit a lot from a good management reporting system. But it is important to understand what constitutes a good management reporting system because not all reporting systems are created equally. It should be timely, easy to access, clear and concise. If these criteria are met, then, the reporting system would be beneficial to the manager. Here are some benefits managers gain with a good reporting system

  1. A good reporting system creates better interaction between the management and employees. With good communication between them, they would be able to identify problems and solve them quickly and easily.
  2. A good sales reporting system is accurate and timely and comes with improved productivity. It not only helps decrease any friction among team members, it also helps promote cooperation across the department. Automated reporting system can save employees a lot of time that could be spent with paperwork. The team would be more productive and be able to handle problems on their activity list.
  3. Managers see an increase in cost efficiency. Reports help you to reduce costs and increase revenue. This is because with more information, managers are fully equipped to adapt to an ever-changing business environment.
  4. Reports also improve decision making and overall efficiency. That means that instead of relying on experience and making wild guesses, managers have hard data at hand. Decisions that are driven by data always tend to give better results.
  5. Sales management reports also enable sales teams to be more customer-centric. They are able to easily handle any concerns their customers may have. They have all information of the client at hand, enabling quicker resolutions to their issues.

Problems/solutions faced without a good management report system

Undefined goals

Problems: Without a good management reporting system, managers face poorly defined goals. The managers and team members won’t know what to expect when goals or objectives not clearly defined. This might also indirectly lead to chaos and confusion.

Solution: With a good reporting system, the team members would be able to realize their sales targets and hold a meeting to know how to get clearer goals.

Conflicts between team members

Problems: A team is made up of two or more persons. These persons have different personalities and characters. They may have a different approach to dealing with problems, so this makes it challenging to deal with and, as a result, may cause disagreements that tend to have a negative effect on the working environment

Solution: Bearing in mind the difference in skills and personality between team members could help you tackle this problem, try creating a positive work environment. A good sales management system would be able to enable team members to identify problems and solve them.

A sales management reporting system only helps you to understand the goals and needs of your business better. Looking for one that can help you get deep insights into how your business functions? Give LeadSquared a try.

When we were in Business School, our professors used to give us projects to test our entrepreneur spirits. I remember, during one such project, we were required to form groups and come up with a business plan. One of my classmates came with an amazing idea, but when asked how he will execute it and how he will encourage his leads to become prospects, he replied, “I’ll just wing it.” My professor was not pleased. And, that’s how he lectured us on how ideas are worth nothing, and it is the execution that always matters (paraphrasing Steve Jobs). But what has this got to do with lead stages? Let me tell you.

Your business idea, like my classmate’s, might be the next big thing. But, again, before you put it into action, you need to define your sales funnel and the various stages at the very beginning. You need to track the leads as they pass from one stage to another. This article is going to be all about the different lead stages and how you can define them for your own business.

What is a Lead Stage?

Leads that come into your system will have varying levels of readiness to purchase your product. Some of them might be desperately in need of what you sell and hence they might convert faster, others may need prolonged nurturing to convert into a customer. In simple terms, the position of your lead in your sales funnel based on their engagement levels and propensity to buy is called a lead stage.

As I said before, defining lead stages only help you to plan how your sales process is going to be like and the steps that you need to follow to push the leads to convert.

Defining Lead Stages

To define lead stages for your business, you should first understand how your business works. The lead stages for, say a B2B and a B2C business tends to be different. For example, in an online based fitness business, the goal would be to get the leads to subscribe to their business. But, in a B2B business, the decision makers involved are more and it might not follow the same process.

Lead stages - infographic

However, we can all agree that there is some basic framework that is common for all businesses. There are six lead stages that we can all agree upon.

  • Contact
  • Lead
  • Prospect
  • Opportunity
  • Custom stages
  • Customer

Let’s see what each stage means and how you can optimize these stages for your business. For the sake of clarity, let me take the example of a business that sells fitness plans online.


This is the very first lead stage of any sales process. This is the time when your audience is first introduced to your business. They could have come across you thanks to your marketing efforts. Say, you ran a Facebook campaign targeting young earning professionals within the age group ’24-35′. A visitor, Hareesh, happens to see your ad and clicks on it. He gets redirected to a webpage offering discounts. He glances through but doesn’t do much.

However, he happens to see a widget asking for his contact details in exchange for a newsletter subscription. On a whim, he decides to subscribe. Now, Hareesh has officially become your ‘contact’.


Yes, Hareesh has voluntarily given up his contact details, but he is not yet a lead. He has not yet taken any action that suggests that he might be interested in buying from you. So, you start sending him informational articles on how following a proper fitness regimen can work wonders for his health.

He opens some emails, he ignores others. But, slowly his click rates improve and he starts to interact with your emails and starts visiting your website more often. Finally, he downloads your app as well. Now, Hareesh is actively interested in what you have to offer. He has become your lead.


Hareesh has started to actively use your app, browsing through everything you have to offer. You now know that he is interested, so you slowly start pushing him to purchase. Let’s say, you are offering him a free trial of a gym close to him, or a free diet consultation with your nutritionist. With each activity, his lead quality score increases and his propensity to convert also increases simultaneously.

Again, you start nurturing him, slowly but steadily, to sign up for either a consultation call or to take a gym trial through text messages, or emails or even through push notifications. Finally, he signs up for a free nutrition consultation. Yay! Now Hareesh has become a prospect.


But, just because Hareesh agreed to take a free consultation call does not mean that he is ready to buy. There is still a high chance that he may change his mind. However, the fact that he took the free consultation means that he is having second thoughts about his current lifestyle and is looking for ways to make a healthier change.

He is now an opportunity for you. You need to ensure that his call goes well and offer him enough incentive over the call as to why buying a fitness package from you would be the best thing he can do to take the first step towards a healthy lifestyle. If you can convince him, then he will move on to the next lead stage.

Custom Stages:

In this case, the next stage would be an evaluating phase where he can take the subscription for 7 days to see how it works for him, before making a long term purchase. You can name this stage as ‘Trial phase’. So, Hareesh, may or may not buy after his trial is over.

For other businesses, they can have one or more stages at this point depending on their use cases. This will differ for each business.


After all your efforts in nurturing and educating Hareesh, he finally decides to buy from you. Usually, this is the final stage for most businesses, because he has finally decided to buy from you and that was the whole point after all. But, most businesses don’t stop there. Maybe you sell fitness apparel, you can start giving Hareesh discount codes to start wearing more stylish workout clothes. You also need to be handy to ensure that you always provide him with constant support when he needs it. This will help in long term customer retention.

But, not always do businesses get a dream customer like Hareesh. Sometimes, your leads may have a change of heart at the very end of the funnel. Or your competitor may have won him over. In this case, the next stage for the lead is ‘Lost’.

In conclusion

I hope the above example clearly illustrated exactly how you can set up various lead stages. Though the use cases can differ, the main framework will always remain the same. Planning and setting up these lead stages within your CRM will help you to visualize and build your sales funnel better. Ultimately, this translates to deeper insights on how well your sales process is performing and how you can optimize it better.

Looking for a CRM that helps you set up lead stages and track them better? Why don’t you give LeadSquared a try?

Enrolling students in your university is no easy process. You want to increase your enrollment numbers, but you may not have reached the enrollment figures that you’ve hoped for. In fact, just about 34 percent of universities are able to achieve their enrollment goals. To up those numbers, your organization has to work smarter, not harder.

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The key to doing this is to use strategic enrollment management to get all of the recruitment and marketing information in one place with data from various marketing sources so that decisions can be made about how to try to best reach students. The data, your organization uses to make recruiting decisions, is based on current information about engagements with emails, social media posts, etc.

Strategic enrollment management is critical to relationship-building with students, and relationship-building is what future students expect from their university. They can access information about any university in the world with just a few clicks on their phones, tablets, or computers. They can compare information easily about various academic programs and university characteristics.

Your University’s Brand

Reaching individual future students where they are and conveying your organization’s message about how you are an integral part of their futures is critical to improving enrollment numbers. You have to tell them what makes your organization stand out among other similar universities.

Strategic Enrollment Management - brand name

Building your organization’s brand across all of its recruitment and marketing efforts is critical. Future students want to know what your institution stands for, what sets it apart from others they’re considering. Is it your unique areas of research, a state-of-the-art facility for engineering, great student life programs? Bringing all of the aspects of your university into one story that you can tell your applicants is pivotal to their becoming students.

You want to deliver the message of your university’s brand just as a retail store would to get new customers. Future students want to know what will interest them about your school. That story, told compellingly through a customer relationship management system for universities, is just the tool that helps you improve those enrollment numbers year after year.

Before you can use the strategic enrollment system to improve your enrollment numbers, you’ll have to do more than the market research than you’re already doing. The CRM helps you dig further into what motivates potential students and what they are passionate about.

When you see the different engagement levels with various email campaigns, social media posts, etc. in the analytics that the program offers, you have the information that you need to change up future student engagement tactics. A CRM lets you track data and analytics from your recruiting and marketing efforts so that it strikes a chord with prospective students.

What Can Strategic Enrollment Management Do?

A strategic enrollment management system helps your organization convey your school’s story and brand to students in a meaningful way.

Marketing automation:

Strategic Enrollment Management - marketing automation

The visual workflow builder of the drip marketing feature of our program helps your recruitment team manage interactions with possible future students. When an event triggers the recruiting department’s workflow, a recruiter can send an initial welcome email. They can send the same email with a different subject if it is unopened after a certain period of time.

With its easy drag-and-drop tools and templates, recruiters can use email marketing campaigns created just for potential students at various stages of the enrollment process. This helps them stay engaged and wanting to learn more about the organization. By targeting particular email lists with certain emails at the right time in the enrollment process, enrollment numbers can improve. If an email is getting great engagement, then you can replicate it. Smart list segmentation allows you to perform custom list actions, like sending an email to all of the leads on a list or even to a call center that auto-dials possible future students.

Moreover, we host well-designed landing pages that you can put on your website (keeping your domain) that will help you get students’ information. Autoresponders grab potential students’ attention and keep them engaged with the promise of a real person reaching out to them soon to answer any questions they have.


Strategic Enrollment Management - CRM

Having a good CRM that tracks everything that happens with your students would help a ton. For example, you can update the lead to warm if the student opens an email campaign. This lead management feature helps make your admissions officer’s life easier. The officer can see where all recruits are in the application process at a glance, and this can help them gauge how they feel about moving forward with the enrollment process. This empowers the officer to try different methods of reaching out to them if the potential future students seem receptive.

Additionally, you can update lead stages automatically through automated funnel movement. This happens when a trigger event occurs. The recruiters receive instant notification of an event that can lead to enrollment. This empowers the recruiters to act immediately to create and nurture relationships with possible future students. Email marketing is another extremely helpful feature of the program.

You can also sync complex business processes or make an interconnected system to update data in other marketing apps and CRMs that your university utilizes. This allows the university to capture leads from many sources and sync the data with the CRM program. This cuts down on response times, helping you to create and build more meaningful conversations and relationships

Our strategic enrollment system brings together all of the data from your various marketing outlets so that you can identify emerging trends right away, tweak how you reach your audience, and then repeat what is successful. Your student recruitment can see their day at a glance on their dashboards and get detailed reports to their emails. They’ll know who to follow up with and when. They’ll get an email and phone call notification in order to contact each individual potential applicant. All conversations, whether phone, email, or chat, are recorded in one place so that recruitment officers can remember each person they have communicated with and plan the next steps as they guide each person towards enrollment.

With our powerful LeadSquared strategic enrollment management system, your admissions and recruitment teams will improve communication and relationship-building with future students, and it helps keep marketers and recruiters on the same page. This connected system reduces costs, workload, response time, making it easier to work smarter, not harder.

Relationship-building with students is critical for your university to reach the enrollment numbers that it has set. Without personalized relationships in the recruitment process, students are likely to move on to another university that makes more of an effort to reach out and connect with them as individuals.

CRM for Universities - Banner

But how you can you do that for each and every prospective student out there? They are all so different and have different dreams and backgrounds. It’s not impossible, although it looks like it from the surface. So what do you have to do to reach and connect with your students where they are?

CRM for universities is the answer and the way forward. Customer relationship management is no longer just for retail companies. Reaching individual prospective students and telling them how you are integral to their futures is required. Especially, if you are going to help your organization stand out among other universities that offer similar programs and benefits.

Students today have more access to information about the institutions they want to attend than ever before. They can switch back and forth between tabs about programs, class sizes, athletics, and more in seconds. They can close those tabs from the schools that don’t resonate with them on a personal level just as quickly. To be competitive and get those students to apply to your school, you have to show what you have to offer by telling a coherent story of your university’s brand.

Your Brand Story

Your university has a history, a vision for the future, and a story to tell. Its areas of cutting-edge research, core values, and other aspects of it that set it apart from other universities are what you want your prospective students to know about. Weaving a coherent and cohesive story together, that is the same across all of your social media outlets, website, and your in-person recruitment efforts is pivotal to getting students interested, applying, and then actually enrolling in your school.

CRM for universities - brand story

You have to deliver the message of your brand similar to a retail brand to attract new customers. Students want to know what will engage them and interest them about your school. Telling a story of your school in a compelling way through a CRM for universities can be the central tool that helps you convey that message effectively.

You first need to know what your students want from a school. What motivates them? What are they passionate about? A CRM for universities program can give you just that information. You can change up your brand’s message to meet their needs as you gather data from your various recruitment campaigns and efforts.

A CRM lets you track data and analytics from your recruiting and marketing efforts so that it strikes a chord with prospective students. They want to know what makes your institution better than all the others they could apply to, and a CRM is what your university needs to get potential future students to apply there.

What Can a CRM for Universities Do?

Most colleges reach just about 34 percent of their enrollment goals. With a CRM that conveys the school’s brand to potential applicants, that statistic can improve significantly.

CRM for Universities - features

Drip Marketing

One of the most helpful tools in CRM is drip marketing. It provides a visual workflow builder to lay out the paths to conversion you can build with your future students. When an event starts off your recruiting department’s workflow, a recruitment officer can send out an initial welcome email. Then they can send it again with a different subject if it goes unopened.

Lead Management

Another choice is to update the lead to warm if the potential student opens the email. Then the recruiter can see where all possible recruits are in their application process, and they’ll know more about how they’re feeling about possibly moving forward with the application process. This empowers a recruiter to try different methods of reaching out to them if the student seems receptive.

Also, with automated funnel movement, you can update lead stages automatically when a trigger event occurs. The admissions team can get instant notifications of an event that could lead to enrollment. These types of tools let the department act immediately to build that critical relationship with a possible future student.

Email Marketing

Additionally, you can use email marketing to build and nurture relationships with students who are not at the point where they want to have real-time conversations about enrolling. You can build emails from our drag-and-drop builder and use several templates to personalize content to various email lists. You can create a series of emails that can be sent automatically to leads at different stages of the enrollment process. This helps keep them engaged and wanting to learn more about the organization.

You can up conversion rates by specifically targeting particular email lists with certain emails at the right time in the recruitment process. With the analytics available for our email tool, you can replicate a future email that is successful in getting engagements.

List Segmentation

One of the best features of our particular CRM for universities is that you can create personalized relationships with future students through email lists that reflect their interests, activities, and demographic characteristics. This empowers you to show what your college can offer them. Smart list segmentation allows you to perform custom list actions, like sending an email to all of the leads on a list or even to a call center that auto-dials possible future students.

Landing Pages

Use our well-designed landing pages on your site to engage potential students. Your organization keeps its website domain, but we host the landing pages. Autoresponders grab potential students’ attention and keep them engaged with the promise of a real person reaching out to them soon to answer any questions they have.


You can integrate our CRM with all of your other marketing apps and tools so you can capture leads from many sources and then sync the data with our CRM program. This reduces response times to future students, and you can create and build more meaningful conversations and relationships, which turns into more enrollments. Analyze all of your data from your various marketing outlets with our integration tools so that you can see emerging trends, try new ways to reach your audience, and repeat what is successful.


Your student recruitment team can see their schedule for the day on their dashboard each morning. They will know who to follow up with and when. They will receive email and phone alerts to contact individual potential applicants. All conversations, whether phone, email, or chat, are recorded in one place so that recruitment officers can remember each person they have communicated with and plan the next steps as they guide each person towards enrollment.

In conclusion

Marketing and recruitment come together in our powerful LeadSquared CRM for universities. Your admissions and recruitment teams will improve communication and relationship-building with future students, and it keeps marketers and recruiters on the same page. This connected system reduces costs, workload, response time, and makes it easier to work smarter, not harder.