Attention all educators, do you know that Customer Relationship Management (CRM) could significantly impact your institution's success? 

In fact, according to recent research, institutions that utilized CRM for recruiting had a 25% average yield rate, compared to 19% for those that did not use CRM. As the education sector continues to evolve, educational institutions must leverage the latest technologies and tools to manage interactions with students, parents, alumni, and other stakeholders. 

That's where HubSpot CRM comes in. With its powerful CRM system and marketing automation tools, HubSpot can help educational institutions increase student satisfaction, reduce attrition rates, and attract new students. 

Are you intrigued yet? Let's delve deeper into how HubSpot for education institutions can be a game-changer for this sector.

HubSpot  CRM: The Ultimate Solution for Student Recruitment and Engagement

From personalized emails and landing pages to social media campaigns, HubSpot gives you the tools to create effective inbound marketing and sales campaigns that resonate with your target audience and help you reach potential students like never before.

In this section, we'll show you how HubSpot for Education can take your student recruitment and engagement to the next level. So, let's dive in!

HubSpot Sales Hub

1. HubSpot's Deal Tracking Feature to optimize sales pipeline and keep track of deals

Hey, want to know a secret to successful sales? It's all about managing your sales pipeline effectively! That's where HubSpot's Deal Tracking feature of the HubSpot Sales Hub comes in.

This powerful tool provides businesses with a comprehensive solution for managing their sales pipeline, from tracking the progress of deals to identifying potential bottlenecks in the sales process.

HubSpot Deal Tracking makes it easy to manage your deals effectively through various sales pipeline stages. It helps sales teams prioritize tasks and make data-driven decisions, so they can close deals faster. Plus, with real-time tracking, sales teams can get a clear view of their sales pipeline, enabling them to make informed decisions about their sales strategies.


But that's not all. HubSpot Deal Tracking also allows sales teams to automate repetitive tasks like data entry and follow-up emails. This means more time for closing deals and building relationships with clients. And with seamless collaboration, team members can work together more effectively, sharing notes, tasks, and documents to close deals faster.


With HubSpot Deal Tracking, businesses can tailor their sales process to their individual needs. Create bespoke deal stages, set up deal attributes, and automate procedures to streamline your sales process. It's a valuable tool that can help businesses manage their sales funnel more successfully and improve their sales performance, ultimately driving growth and success.


2. HubSpot's Playbook for sales team to be more productive

Let's talk about one of the coolest features of HubSpot: The Playbook Tool. It's a game-changer that can help sales teams be more efficient and productive. You know those moments when a sales rep needs to make a quick decision, but they're not sure what to do?

That's where the Playbook Tool comes in handy. It's a centralized collection of sales playbooks that sales reps can easily access, and it provides them with guidelines for navigating different scenarios.

But that's not all! The HubSpot Playbook Tool is not just a library of rules. It's also an application that can help sales teams develop personalized playbooks, discuss best practices, and offer training resources. By using the Playbook Tool, businesses can increase their sales productivity and achieve better results. It's an amazing resource that can make a huge difference for sales teams.


3. HubSpot Sequences for engaging and nurturing prospects

Are you tired of spending countless hours sending out sales emails and following up with leads? Look no further than the HubSpot Sequence Tool! This amazing feature can automate and streamline your entire sales outreach process.

With the HubSpot Sequence Tool, you can create a series of customized and automated emails that will be delivered to your prospects at specific intervals. Plus, with personalize communications, you can target specific behaviors or activities from your leads, like a white paper download.


But that's not all! The HubSpot Sequence Tool also helps you track the effectiveness of your outreach efforts. You can analyze how many people opened your emails, clicked on links, and responded to your calls to action. 

And the best part? This tool integrates seamlessly with other HubSpot features like CRM, Sales Hub, and Marketing Hub. With this integration, you can develop more focused and successful outreach initiatives that will help you target students throughout, close more deals and grow your business.

4. HubSpot Templates for creating consistent and professional-looking sales materials

The HubSpot Templates Tool is an excellent resource that allows marketing and sales teams to create and distribute content quickly and easily. With this tool, teams can save and manage all of their templates in one place, including email templates, landing page templates, and other resources. This makes it easy to access and modify templates to fit specific needs.

Teams can customize their templates quickly and easily, making changes to branding, messaging, and design. By keeping all templates in one place, teams can save time and focus on other important tasks. Besides, using sales templates is a great way to ensure that all content adheres to the same branding, message, and design standards. This is critical in building a consistent and professional image for the organization, which is essential for establishing trust and credibility with customers.

Collaboration is also possible with the HubSpot Templates Tool. Teams can share templates, improving communication while ensuring everyone is on the same page. This is particularly useful for remote teams or those working across different departments.


5. HubSpot Lists for improved lead segmentation and targeting efforts

HubSpot Lists tool is a great feature that can help you organize your contacts according to specific criteria. This is super useful when creating targeted marketing campaigns or lead nurturing efforts. By categorizing your contacts based on specific criteria, you can tailor your current marketing messages to each group, making your campaigns more successful.

For instance, you can create a list of contacts who have downloaded a specific e-book from your website and then send them customized email campaigns offering similar items or services. This personalized approach can increase your chances of converting leads into customers.

HubSpot Lists can also be used to manage your sales funnel. You can track the progress of contacts at different stages of the sales process by creating lists of contacts at various phases. For instance, you can create a list of contacts who have shown interest in your product but haven't made a purchase yet and create compelling emails tailored with special offers or other incentives to entice them to convert.

Another great thing about HubSpot Lists is that they allow you to monitor the success of your marketing activities. By establishing lists of contacts who have responded to specific campaigns or offers, you can analyze the performance of your efforts and make data-driven decisions about future initiatives.

All in all, the HubSpot Lists tool can help you better your marketing approach by providing more personalized and targeted campaigns that are backed by data.


6. HubSpot Shared Inbox feature for tracking and analyzing customer interactions and feedback more effectively

The HubSpot Shared Inbox feature is designed to simplify team communication by bringing all your channels into one platform. This means you can easily manage emails, chats, and social media messages all in one inbox. With the Shared Inbox featured offered by the HubSpot Conversations tool, businesses can consolidate various communication channels into one inbox, making it easier for teams to access and respond to messages promptly and efficiently.

One of the most noteworthy benefits of the Shared Inbox is that it promotes collaboration among team members. Multiple team members can access the same message and add notes, comments, or tags to it, ensuring everyone stays informed and on the same page. To ensure messages are answered on time, teams can assign messages to specific team members, set reminders, and add deadlines.

The Shared Inbox feature also provides a wealth of metrics and data to help businesses track the success of their communication efforts. This allows teams to identify and maximize opportunities for improvement in their communication procedures. For instance, businesses can monitor response times, resolution rates, and customer satisfaction ratings to ensure that they are providing the best possible customer experience.


HubSpot Marketing Hub

1. HubSpot Website Builder for creating a professional and optimized website

If you're looking for an easy-to-use website builder, HubSpot's got you covered. With their variety of customized themes, you can find one that fits your business perfectly. 

And the best part? You don't need to be a web designer or developer to use it! The simple drag-and-drop interface means you can easily build and update your website without ever having to touch a line of code.

Not only is the HubSpot website builder easy to use, but it's also search-engine friendly. With features like customizable meta descriptions and titles, optimized photos, and alt text for images, you can improve your search engine rankings and increase your online presence. 

Plus, with the rise of mobile usage, having a mobile-friendly website is crucial. Luckily, HubSpot's website builder automatically optimizes your site for mobile, so you can be sure that your website looks great and functions well on any device.


2. HubSpot Landing Page Builder for creating competent lead capturing landing pages

The HubSpot Landing Page Builder is a drag-and-drop tool that lets businesses create landing pages for their website quickly and easily without needing to know how to code. With a range of customizable templates and the option to build from scratch, the Builder has everything you need to make a stunning landing page that fits your business needs.

One of the coolest things about the Landing Page Builder is that it's built with lead generation and conversion in mind. Each landing page can be optimized with unique CTAs, forms, and other components to encourage visitors to take a particular action, like downloading an e-book or signing up for a free trial. This means businesses can increase their conversion rates and generate more leads, which is a win-win.

Another awesome thing about the Landing Page Builder is its integration with other HubSpot technologies like the CRM and Marketing Hub. This means businesses can track and evaluate the effectiveness of their landing pages and make data-driven decisions about how to improve their website for better results.

Plus, the Landing Page Builder comes with a range of metrics and reporting options like page visits and conversion rates, which can help businesses analyze trends in visitor behavior and improve their landing page performance.


3. HubSpot Email Builder for creating engaging and personalized marketing emails

The HubSpot Email Builder is a sophisticated tool that allows even the non-techy marketing and sales teams to create emails that look good and captivate the audience. The Email Builder has an array of themes and drag-and-drop features, making it a breeze to compose and send professional-looking emails.

The drag-and-drop interface of the Email Builder makes it super easy to create eye-catching emails. The Email Builder enables users to customize their emails with images, text, buttons, and other elements. And the cherry on top, the Email Builder makes it easy to personalize emails with dynamic information like recipient and company names.
Thanks to the HubSpot Email Builder, emails are optimized for viewing on any platform, be it desktops, laptops, tablets, or smartphones. The Email Builder's A/B testing feature allows users to test multiple subject lines, email content, and calls-to-action to ensure the best email performance.

With precise email performance metrics like open rates, click-through rates, and conversions, the Email Builder helps marketers refine their email approach over time. Moreover, the Email Builder's templates and drag-and-drop features help maintain brand consistency in all communications.


4. HubSpot Form Builder to help businesses with lead generation and conversion Strategy

The HubSpot Forms Builder is an excellent tool that allows organizations to create custom and user-friendly forms. With this tool, you can quickly create forms that engage your audience and help you achieve your objectives, whether it's capturing leads, collecting feedback, or registering participants for an event.

The drag-and-drop interface of the Forms Builder means you can create forms without any coding knowledge. You can choose from various templates or create a new form from scratch that meets your specific requirements. Additionally, the forms can be linked with various marketing and sales tools, such as HubSpot CRM, email marketing tools, and lead scoring software.

You can customize the forms to gather the information you need, such as name, email address, phone number, company name, job position, and more. The data collected is consolidated and stored in a database for easy management and analysis. With workflows and automated procedures, you can measure progress, assign tasks to team members, and follow up with leads.

The HubSpot Forms Builder also offers advanced features such as smart fields and progressive profiling. Smart fields allow you to personalize the form based on your audience's previous interactions with your website or marketing materials, making the form more relevant and engaging. With progressive profiling, you can collect more information about your leads over time by asking new questions each time they fill out a form. 


5. Create sophisticated and targeted workflows using HubSpot Workflow Automation

The HubSpot workflow tool is an excellent solution for companies seeking to automate their internal processes and streamline workflows. This powerful platform is designed to automate repetitive tasks, manage complex processes, and foster team collaboration. With the HubSpot workflow tool, organizations can develop and implement sophisticated workflows without needing technical expertise.

One of the main advantages of this tool is its capability to automate repetitive tasks, allowing personnel to focus on more important activities. This can help increase productivity, reduce errors, and improve overall efficiency.


Moreover, the HubSpot workflow tool provides businesses with greater insight and control over their operations. By having a comprehensive view of their workflows, companies can identify bottlenecks, simplify processes, and make data-driven decisions to optimize their operations.

Additionally, the HubSpot workflow tool integrates with other HubSpot services, such as CRM, email marketing, and sales, enabling companies to automate and enhance their entire sales funnel. For instance, companies can set up workflows that assign leads to sales reps automatically based on specific criteria, such as the lead's industry or location.


6. HubSpot Campaign Tool for optimizing and refining your marketing strategy based on data-driven insights

Campaigns can be a real game-changer for any business, but it's essential to have everyone on the same page to make them successful.

Luckily, HubSpot's campaign tools make it easy for marketers to design, manage, and collaborate on campaigns all in one place. Coordinating your marketing efforts ensures that your messaging is consistent, guiding the prospective student's journey toward your goals.

But let's face it – coordinating campaigns across different teams and systems can be challenging. Customers can quickly tell if your messaging isn't aligned. With HubSpot's campaign tools, you can avoid this pitfall by communicating with a unified voice and minimizing any friction along the way.

One of the biggest challenges of creating effective campaigns is getting the right data to tailor your message. But with HubSpot's Marketing Hub, you have everything you need in one place. Because it's built on top of a CRM, all of your marketing tools and customer data are right at your fingertips, ensuring a seamless experience for both you and your customers.


7. HubSpot Social Tool for tracking and analyzing your social media performance and ROI

Want to connect with your target audience on social media without spending all day scrolling through feeds? HubSpot's social media management tool has got you covered. You can publish content to multiple social networks all from one place, so you can spend more time building relationships and less time switching between apps.

With HubSpot's keyword monitoring feature, you'll never miss a mention of your brand or product. Plus, you can connect all of your social interactions back to your CRM for context-rich conversations and easy reporting on social media ROI.

If you have a team, you can set up keyword monitoring streams for different members and even send email notifications to sales when prospects mention a specific term. And because all social interactions are linked to real people in your database, you can easily prioritize conversations and get valuable insights.

HubSpot's social reports offer a wealth of data on platform performance, campaign effectiveness, and post engagement. And because HubSpot integrates with your CRM, you can track visits, leads, and customers generated by your social media efforts. With the campaigns feature in HubSpot, you can categorize your marketing assets and content to see how your social posts are driving results as part of your overall marketing strategy.


8. HubSpot CTA Builder for creating and optimizing your Call-to-Actions for better lead conversion

HubSpot's CTA (Call-to-Action) Builder is a game-changing tool for companies looking to create compelling CTAs that drive website conversions. CTAs are an essential element of the conversion funnel since they encourage users to take some action, like subscribing to a newsletter, downloading an e-book, or signing up for a free trial.

With the CTA Builder, businesses can create CTAs that reflect their brand and website design using a range of customizable themes. They can also enhance CTAs with images, text, and colors to make them more visually appealing and attention-grabbing. What's more, businesses can use the CTA Builder to craft CTAs with tailored messaging that speaks directly to their target audience.

One of the best features of the CTA Builder is A/B testing, which enables businesses to test different versions of their CTAs to determine which one performs the best. By testing CTAs with varying messaging, colors, and placements, businesses can boost their conversion rates and achieve better results.

Additionally, the CTA Builder integrates with other HubSpot products, such as landing pages and email campaigns, making it easy for businesses to develop comprehensive marketing campaigns that are optimized for conversions.


9. HubSpot Blog Builder for creating and publishing engaging SEO-friendly blog content

The HubSpot Blog Builder is a fantastic tool that makes it a breeze for businesses to set up and maintain a blog on their website. The Blog Builder, included in the HubSpot Marketing Hub, is intended to assist organizations in attracting and engaging consumers through various marketing channels.

With the Blog Builder, businesses can quickly establish a blog on their website and customize it to reflect their brand and website style. The Blog Builder offers a variety of themes and design options that allow companies to create a professional-looking blog without any coding knowledge.

The Blog Builder also includes an editor that simplifies the process of creating and publishing blog content, enabling businesses to add text, images, videos, and other multimedia content to their blog.

The Blog Builder integrates with social media networks, making it simple for businesses to share their blog content unique to their stage with their social media followers, which can help increase blog exposure, traffic and increase program awareness with blogging. The Blog Builder also comes equipped with powerful metrics that allow businesses to track the performance of their blog posts. 

Companies can monitor how many views, likes, and shares their posts receive and use this information to enhance their new and existing content marketing efforts and engagement. All-in-all, the Blog Builder offers a wealth of valuable features that make it a must-have tool for businesses looking to establish a successful blog.


HubSpot Service Hub

1. HubSpot Customer Portal for providing a seamless and personalized customer experience

Looking to improve your customer experience and build brand loyalty? Look no further than the HubSpot Customer Portal feature! With this powerful tool, businesses can create a self-service portal that allows customers to access their account information, view their purchase history, and track their orders.

But that's not all – the HubSpot Customer Portal feature offers a range of benefits that can help take your customer service to the next level. By providing customers with easy access to their account information, businesses can reduce the need for customers to contact customer support for basic inquiries. This leads to faster response times and a better overall customer experience.

And when customers can track their orders and view their order history, they'll appreciate the transparency and personalization, which can lead to increased brand loyalty.


2. HubSpot Knowledge Base Feature for providing self-service support and information to your customers

The HubSpot Knowledge Base feature is an excellent tool that enables businesses to provide their customers with a one-stop shop for all their questions and concerns. With the Knowledge Base function included in the HubSpot Service Hub, organizations can deliver top-notch customer care and support.

Setting up a Knowledge Base in HubSpot is as easy as pie. You can use the WYSIWYG editor to add photos and videos, format text, and connect to other resources when creating articles. Categorizing and tagging content helps customers easily find the information they need.

But wait, there's more! The Knowledge Base feature comes with extensive analytics and reporting capabilities. This means that businesses can track how customers use the Knowledge Base, identify the most popular articles, and see which topics need more coverage. Armed with this data, companies can improve the Knowledge Base's content and structure over time.

Overall, the Knowledge Base feature in HubSpot Service Hub is a robust tool that improves customer experience, lowers support expenses, and boosts productivity. By providing a comprehensive online library of useful materials, businesses can empower customers to find solutions to their queries quickly and easily. This way, support personnel can focus on more complex issues.


3. HubSpot Ticket Automation Feature for tracking and analyzing your team's ticket resolution metrics and customer satisfaction levels

Are you tired of managing support requests manually? The HubSpot Tickets Automation feature is here to help! This tool is a part of HubSpot Service Hub and is designed to streamline support operations and provide excellent customer care.

By automating the creation, allocation, and resolution of support issues, businesses can reduce the workload of support personnel and improve the overall efficiency of their operations. And the best part? You can create custom ticket properties to collect the exact information you need from your customers.


With the HubSpot Tickets tool, support requests can be generated automatically from emails, forms, chats, and even social media communications. You can also allocate tickets to specific team members or teams based on rules you set and receive alerts when new tickets are generated or updated.

And that's not all! The HubSpot Tickets tool also includes powerful reporting and analytics, so you can measure how quickly tickets are addressed, which team members handle the most tickets, and which types of issues are most common. This data can help you improve your support operations and provide a better customer experience over time. 


HubSpot Reporting and Dashboard

1. HubSpot Custom Report Builder to visualize and track your business performance across different metrics

HubSpot Custom Report Builder is a powerful tool that can help businesses gain valuable insights into their sales and marketing activities by providing customized reports on their HubSpot data. With this feature, you can create reports tailored to your specific needs, enabling you to make informed decisions and improve your overall performance.

One of the coolest things about the HubSpot Reporting and Dashboard tool is that it allows you to access and analyze data from multiple sources within HubSpot. You can select data from different sources, such as contacts, deals, and marketing campaigns, and create custom reports that provide a holistic view of your performance.

This feature helps you identify trends and patterns in your data, such as top-performing campaigns, most engaged contacts, and best-selling products, and make informed decisions about your sales and marketing strategies.


Another great thing about the HubSpot Custom Report Builder is that you can customize the report's layout and design. You can select the data fields you want to include in the report, choose from various chart types and visualizations, and add filters and segments to refine your data.

This feature enables you to create visually appealing and easily interpret reports, making it easy to share your insights with stakeholders and drive data-based decision-making.

Plus, the HubSpot Custom Report Builder allows you to automate your reporting process. You can set up automated reports sent to your inbox or shared with other users in your HubSpot account, eliminating the need for manual data entry and enabling you to save time and focus on other critical tasks. This feature also enables you to schedule reports at regular intervals, ensuring you can always access the most up-to-date data.


HubSpot Integrations

1. Streamline your communications and improving your business productivity with HubSpot-Outlook Integration

HubSpot-Outlook Integration is a handy tool that helps organizations streamline their sales and marketing processes by connecting two widely-used software platforms – HubSpot and Outlook. With this integration, users can sync data between the two systems while eliminating the need for manual data entry and minimizing the chance of errors and inconsistencies.

The integration allows users to log emails, schedule meetings, and create tasks directly from their Outlook mailbox, with all data instantly recorded in HubSpot. This functionality helps users keep track of all their interactions with prospects and customers in one place, making it easier to manage and evaluate their engagement history. Sales representatives and marketers can make more informed sales decisions with this data at their fingertips.

HubSpot-for-education-Outlook Integration

2. Enhance your video marketing and sales strategy with HubSpot-Vidyard Integration

The HubSpot-Vidyard integration is a fantastic tool for businesses that want to create, manage, and monitor video content within HubSpot. Vidyard is a video hosting and analytics platform that integrates with HubSpot to enable users to embed videos in their marketing campaigns, monitor interactions, and assess the effectiveness of their videos on their target audience.

The HubSpot-Vidyard integration streamlines the process of producing and uploading videos to Vidyard and then embedding them directly into HubSpot content to attract site traffic and increase visibility to reach more people.

This feature is especially useful for organizations that rely on video marketing to engage their audience because it enables them to manage their video content alongside their other marketing efforts on the same platform.

Another benefit of the HubSpot-Vidyard integration is that users can segment leads and customers based on their video interactions. The integration enables users to track which contacts are viewing their videos, how long they are watching them, and how frequently they are watching them.

This information can further be used to create targeted marketing campaigns. By segmenting their audience based on their video activity, businesses can send more relevant and personalized messages to their leads and customers, resulting in increased engagement and conversion rates.

HubSpot-for-education-Vidyard Integration

3. Personalize and customize your proposals for different prospects and deals with HubSpot-PandaDoc Integration

The HubSpot-PandaDoc Integration is a powerful solution that helps organizations streamline their sales and marketing processes by connecting two widely-used software platforms – HubSpot and PandaDoc. With this integration, users can generate, send, and track sales documents directly from their HubSpot account, reducing manual data entry and minimizing errors.


Users can create and send sales documents such as proposals, bids, and contracts directly from their HubSpot account with the HubSpot-PandaDoc Integration. They can customize these documents with unique messages, graphics, and branding and track document performance metrics such as views, time spent, and completion rates.

Sales representatives and marketers can make informed decisions about their sales and marketing strategy by analyzing trends and patterns in document interactions, increasing their overall productivity and efficiency with easy access to this valuable data.

Ready to maximize student engagement with HubSpot?

HubSpot for Education has the potential to revolutionize the way educational institutions approach marketing, recruitment, and communication with students. By providing a comprehensive suite of tools tailored to meet this sector's specific needs, HubSpot for higher educational institutions can help attract, engage, and retain students effectively. 

From lead generation to enrollment and beyond, HubSpot's all-in-one platform can streamline the entire student journey, making it convenient for educators to focus on what they do best – educating the next generation.

If you're an educator looking for ways to enhance your institution's marketing and communication strategies, it's time to unlock the full power of HubSpot for agencies. With its intuitive interface, robust features, and powerful integrations, HubSpot can help you stay ahead of the curve and provide a seamless experience for your students.

Have any questions or need help? Contact us now!

Recommended Read:

HubSpot Pricing 2023 [Comparison of All Plans]

HubSpot Free vs Paid: Find the right package for your business

Why switch to HubSpot? Have a look at these in-depth HubSpot reviews

HubSpot onboarding options: Direct vs. Onboarding with a partner agency

HubSpot Discount Codes: The Smart Marketer's Guide to Saving Money

Frequently Asked Questions

Educational CRM, or Customer Relationship Management, is a software tool used by educational institutions to keep track of all their interactions with students, including prospective and current ones. It also helps manage communication with alumni, employees, donors, and others in the education community. Essentially, it's a system that helps schools, colleges, and universities stay organized and build positive relationships with everyone involved in their educational community, from students to supporters.

In the education industry, CRM (Customer Relationship Management) is crucial because it enhances communication among various departments in schools and colleges. This improves efficiency and collaboration. CRM systems allow educators to manage data effectively, share information, and coordinate efforts. It helps in understanding student needs, streamlining administrative tasks, and ultimately providing better services, which positively impact the learning experience. Through better communication and data management, CRM systems contribute to an improved educational environment, making it an essential tool for educational institutions.

CRM systems help universities manage student information, from applicants to graduates. They store and analyze data about students, making it easier to communicate and provide support throughout their academic journey. Universities can use CRM software to streamline admissions, track student progress, and enhance the overall student experience. By doing so, they can improve retention rates, support personalized learning, and maintain better relationships with students, which ultimately contributes to their success and the institution's reputation.

Implementing a CRM system in the Department of Education & Skills is crucial because it speeds up operations. The department often needs to contact many students through emails, calls, or messages, which can be very time-consuming for the staff. A Higher Education CRM automates this process, making it much more efficient and less tedious for everyone involved. This means the staff can focus on other important tasks, ultimately benefiting the education system as a whole.