Name: EducationLink
Author: EducationLink

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Development

Business Intelligence (BI)

Collaboration

Manufacturing Execution

Payment Facilitation

Quality Management

Enterprise

Accounting

Blockchain Payments

Merger and Acquisition

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Bot Mitigation

Cloud Storage

Container Security

Data Center Outsourcing (Canada)

Data Center Power

Data Replication

Endpoint Security

Firewall

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Mobile Data Security

Network Performance Monitoring

Network Troubleshooting

SQL Server Performance Monitoring

Scale-Out Storage

Secure Access Control

Smart Contracts

Testing Services

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Grant Management Software

IP Geolocation

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Dialer

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Security

Aviation

Emergency Notification

Fleet Maintenance

Hospital Management

Hotel Management

Retail Analytics

Revenue Cycle Management (RCM)

Shipping

Veterinary

Warranty Management

Vertical-Specific

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EducationLink is a comprehensive education software and agency management system designed specifically for international education agencies. It caters to education agencies of all sizes, from small companies to large enterprises. This solution is utilized by various professionals and industries, including education agents, education providers, migration agencies, tourism agencies, and the international education industry as a whole.

## Key Features

**CRM & agency management**: According to the vendor, EducationLink combines a student management system and agency CRM in one CRM specifically tailored for the international education industry. It allows agents to manage leads, clients, visa expiration, and store documents in a centralized location.

**Quotes to sales**: The vendor claims that EducationLink provides personalized quotes for courses, insurance, accommodation, and other services. Agents have the flexibility to customize every detail of their quotes and marketing brochures. The system enables agents to issue quotes, automate follow-ups, and guide students through the course enrollment process, insurance and accommodation booking, and more.

**Commission & accounting**: According to the vendor, EducationLink automates commission management for education agencies. It efficiently tracks commission, student payments, and creates invoices automatically. The system seamlessly integrates with Xero and Quickbooks for streamlined accounting processes.

**Marketing automation**: The vendor states that EducationLink offers marketing automation tools to streamline agency processes. Agents can collect leads and student information directly from their website. The system provides automated email and SMS follow-ups, reminders, and customizable templates. It also integrates with popular marketing automation tools like Mailchimp, Hubspot Marketing, and Google Analytics.

**Enrollments & applications**: According to the vendor, EducationLink allows agents to conveniently send enrollments, applications, and bookings directly from the system. Agents can easily search for courses in over 3,000 colleges and universities worldwide. The system supports easy booking and offers higher commission for OSHC (Overseas Student Health Cover). Agents and colleges can update prices and course information with the assistance of a dedicated team.

**Student CRM**: The vendor claims that EducationLink provides a comprehensive student CRM for managing leads, clients, and visa expiration. Agents can track departure and visa expiration dates, securely store documents, and synchronize emails. The system offers automatic task reminders, facilitates team collaboration, and allows for customizable sales processes. Additionally, it offers a student dashboard and portal, enabling students to access their own information and documents.

**Automatic commission invoicing**: According to the vendor, EducationLink automates commission invoicing for education agencies. The system generates invoices automatically, efficiently tracks unpaid commission, and sets due dates. It provides full transparency and enables agents to control access to financial information. EducationLink seamlessly integrates with Xero and Quickbooks for easy accounting integration.

**Student payment management**: The vendor states that EducationLink simplifies student payment management for agencies. Agents can easily receive and provide receipts for student payments, with automatic currency conversion. The system supports multiple payment methods, bank accounts, and currencies. It also tracks partial student payments and provides payment receipts with agency branding.

**Sub-agency accounting**: According to the vendor, EducationLink offers sub-agency accounting features for agencies with multiple partnerships. Agents can define rules for sub-agencies, effectively manage finances, and control information sharing. The system supports the management of numerous franchises or sub-agencies, providing customizable commission processes and integrated accounting systems.

**Integration with favorite tools**: The vendor claims that EducationLink seamlessly integrates with popular tools such as Gmail, Office 365, Mailchimp, Xero, and Quickbooks. Agents can easily sync emails, send email marketing campaigns, and efficiently manage accounting processes. The system offers extensive integration capabilities, allowing agents to connect their preferred tools to their CRM.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

EducationLink

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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EducationLink

Overview

What is EducationLink?