Skip to main content

How to successfully engage with students and their parents

Schools, universities and other educational institutions have one challenge in common. They need to constantly communicate with their students and often the parents as well.

Obviously, the students and their parents are different generations; and guess what, that means they have different communication styles, prefer different communications channels and are on different timeframes. They also have different information needs.

What they have in common is that they do have a smartphone and do not necessarily want to see yet another app on their phones’ home screens, or anywhere at all on their phones. They want and need timely information and an easy and simple way to supply information or, in the case of the students, work results. It is a valid assumption that the members of both stakeholder groups also have and use services like text and one or more messengers. Naturally, they all have email addresses. An increasing number of people also use unified communications software like MS Teams or Slack.

And, let us not forget about the personnel on the other side, the teachers, assistants, or members of the school boards.

Outbound use cases include attracting new students, ongoing information on offers and events to parents and students alike, requests for information, work assignments to students, notifications about upcoming deadlines for pending work, and many more.

On the inbound side we have requests for information, submission of information and work results, again amongst many other use cases.

And then, there is collaboration; virtual “classroom” education, townhall meetings, briefings, etc.

Given all this, how can an educational institution effectively and efficiently communicate with its two main external stakeholder groups, the students and their parents?

Without spilling the beans, the solution lies in using a CRM type of system in combination with a communications platform that can combine CTI, SMS, and other channels. There are a number of CRM systems that address education needs, but with Salesforce being the best known, let me use their education cloud as an example to start with. From here most, if not all, communication needs with the stakeholders can get organized and maintained. This provides staff with a single consolidated view on communications and interactions that happened with parents and students.

Which leaves the communications channels open, although Salesforce owns with Slack one of the prime unified communication tools. But as said, not everyone has Slack on the smartphone, so the ability to communicate by text and voice via phone that is directly integrated with and embedded into Salesforce is important. This is where ecosystem partners like Fastcall come into the picture to add the missing pieces. 

Fastcall is a communications solution that is natively built on and exclusively available for Salesforce. Fastcall allows to actively call or text stakeholders from within Salesforce as well as enabling video conferencing and screen sharing.

Incoming calls can be routed to the right recipients and callers are immediately identified. Inbound as well as outbound calls are captured by the built-in interaction logging. 

The combination of Salesforce and Fastcall allows the educational institution to reach out to registered prospects for follow-up purposes and “close the deal” by taking advantage of Salesforce’s segmentation, marketing and sales functionality and Fastcall’s communication abilities. Parents of students can be supplied with current information, reminders and status updates as these become available while students can be informed about assignments and reminded about approaching deadlines.

Classes, parent groups, meetings, events and so on could still be implemented using Salesforce owned functionality like Slack, or alternatively other tools like MS Teams or even Zoom.

Still, this way it is possible to accommodate many of the communications needs and wants of all three involved parties, the educational institution, the students and their parents, without forcing anyone to install an additional app on their smartphones. 

Comments

Last Year's Top 5 Popular Posts

Zoho - How a technology company reimagines business software

The News   On May 4, 2023, Zoho held its Zoholics conference in Austin, TX which included a media and analyst track in addition to the customer track. After all, Zoholics is a customer event. During this event, about 80 participants of the former track had ample opportunity to learn about and discuss the latest news at Zoho. We also had the opportunity to listen to - and question - a panel of customers who gave candid answers about their journey with Zoho and challenges they faced. Of course there was plenty of room for mingling and networking with Zoho executives and, of course, with analysts and customers. In addition to the breaks between the tracks, there was a pre-evening reception, a dinner on the event day and a casual brunch at the Zoho farm just outside of Austin.  As usual for Zoho, the sessions were less about feeding us with PowerPoint (or Zoho Show, to be precise. Why would Zoho not use a Zoho product?) but about giving good information and a genuine interest in getting fe

Don't mess with Zoho - A Zohoday 2022 recap

After spending two days in Austin, TX, attending the ZohoDay 2022, it is time for a little recap of this interesting event.  We were 99 analysts and 24 customers and plenty of knowledgeable Zoho personnel. The incredible Sandra Lo and her team organized the event around open and transparent communication. So, there was plenty of access for us to customers and the Zoho team.  Which was very important, as already the keynote session by founder and CEO Sridhar Vembu was quite hardcore. Vembu talked about how strategy and culture need to be one, how culture needs to be the root of strategy, and how Zoho implements this. The Zoho strategy lies on three main pillars ·       Transnational localism, a unique concept that in its essence is about embedding a company into a local community by not only selling into it but also by investing into it. This investment is e.g., by offering high paying jobs in areas where these are scarce, by fostering local education, but also by own local sourcing in

SugarCRM explains how the third wave of CRM adds value

The news On October 4 and 5, 2023, SugarCRM held its Connected event followed by an analyst summit in London. The first day – Connected – was targeted mostly at customers while the second day focused on analysts.  The event started off with an intense speech by Katherine Grainger, DBE , a British rowing champion. Her core messages were about team bonding, the importance of communication, continuous improvement, and perseverance (well, at least that’s my take). This was followed by information about what is new in the software and, more importantly, a customer panel.  The main sponsor, Mobileforce , placed some words about the partnership. In addition, the analysts had 1:1s with customers, partners, and Sugar executives. The second day was filled with information targeted at analysts. CEO Craig Charlton and his executive team shared about financial status, strategy and more in-depth product news. Sugar being a privately held, VC backed company, the financials are of course under NDA, s

Relevance, reliability, responsibility are key for AI – the SAP way

The News A lot is going on in the SAPverse during October and the early days of November 2023. First, SAP conducted its CXLive event with CX-related announcements, then the company reported good Q3/2023 figures, a new version of its CX software that includes new generative AI capabilities got released and lastly, it executed its SAP TechEd event with a good number of AI-, BTP-, and ERP related announcements. As this is quite a lot, I covered the CX world in a previous post and will cover the TechEd related news in this post.  So, what is new at SAP TechEd ? For one, it is enough to fill a 17-page pre-event news guide that SAP sent out. SAP certainly is able to stack up the news for major events. I took the liberty to ask ChatGPT for a summary of the document, which I slightly edited afterwards. Here we are: AI and Development Environments: ·       SAP introduces SAP Build Code with generative AI, improving application development and testing, while new AI capabilities are integrate

How to play the long game Zoho style

The news On February 7 and 8 2024, Zoho held its annual ZohoDay conference, along with a pre-conference get together and an optional visit to SpacX’s not-too-far-away Starbase. Our guide, who went by Chief, and is probably best described as a SpaceX-paparazzi was full of facts and anecdotes, which made the visit very interesting although we couldn’t enter Starbase itself. The event was jam-packed with 125 analysts, 17 customer speakers, and of course Zoho staff for us analysts to talk to. This was a chance we took up eagerly. This time, the event took place in MacAllen, TX, instead of Austin, TX. The reason behind this is once more Zoho’s ruralization strategy, transnational localism.  Which gives also one of the main themes of the event. It was more about understanding Zoho than about individual products, although Zoho disclosed some roadmaps. More about understanding Zoho in a second.  The second main theme was customer success and testimonials. Instead of bombarding us with presenta