What will you clean out this spring?
The enrollment process is inconvenient, time-consuming, and long for families. Parents have to complete a stack of
enrollment paperwork and either drop packets off at the center or fax them back. Many parents give up along the way.
Before you start, a good clean-up of your existing prospect data may make the forecast more clear. Here are three easy ways to clean up and manage your child care CRM.
Benefits of Online Daycare Enrollment Form Management (especially paired with a child care CRM)!
Only one person should ultimately be in charge of your database. While you may have plenty of users, assign a CRM champion to have ultimate accountability and be responsible for ensuring the information entered is clean and follows a regular maintenance schedule.
While one person is responsible for your database, other team members should contribute to it. Ensure all members of the admin team know your objective when using your child care CRM system. Make the expectations clear and inspect them regularly.
2. Clean throughout the year
Don’t wait until just before summer enrollment season. Take a peek more regularly to be sure the data being entered is concise. The most commonly overlooked fields in your child care CRM platform may include:
- Capitalization of First and Last Names – These are merge fields in email templates and transferred to your management system as entered
- Child First Name
- Start Date – Don’t forget to update these from the estimate to the actual
- Mailing/Postal Address – Depending on what’s relevant to your center and your communication plans.
- Phone Type – We highly recommend you default this to “Cell” – Email us at support@childcarecrm.com if you need help setting defaults.
3. Improve your Marketing Campaign Segments
You can also ask for extra information that will help you segment potential enrollments for communication down the road. Personalize your marketing campaigns and email templates by ensuring you have the correct information in these fields:
- Birthday
- Lead Source
- ZIP Code
A child care CRM can simplify your day-to-day.
Out with the old, in with the new. In life, whether you’re cleaning your closet, your kitchen pantry or even your entire house, once everything is cleaned up you typically realize the gaps that exist. Cleaning your child care CRM database is no different. Once you’ve finished your CRM clean-up, you’ll know better what you need to target for the next enrollment season. Fill these data gaps so you can take your center to the next level.
