Abroad Consultancy agencies and other companies alike need an efficient data management platform.
Today, data is what makes the world go around. An efficient data management platform never fails to impress clients, partners or investors. An agency is only as good as their data management platform. This is because education agencies usually hold sensitive personal information about their clients. And your Abroad Consultancy has the ability to keep it organized and secure. Hence, it is of utmost importance that you keep your business data well managed. And there’s nothing better than a top best data management platform for education agency, built to cater the specific need of their industry. Having a digital footprint can also help you expand your agency’s reach.
What gets measured, gets managed.
Consultants tend to keep hard copies of their documents. This may seem easy since most people do it. But maintaining hundreds of files will get tedious and time-consuming.
Imagine a client coming out of a blue and asking for the progress report. Scary right? Sorting through your records can be impossible, especially in urgency like this. This is why your educational consultant needs to keep digital copies of business information. This will make things much simpler and safer. Most modern businesses today have started keeping digital backups of their data. And for good reason. An education consultancy CRM software like AGENTCIS can help you keep a digital record of all the data.
There are numerous benefits that you can get of a digital data management, let’s talk about them.
Ease of Access and Flexibility:
Most consultants use a cloud-based platform. Meaning, your data is stored online. This allows you to access your data from anywhere. Your agents don’t have to run back to the office every time (s)he forgets an important file. In fact, a superior data management platform will allow your Abroad Consultancy to carry your office wherever (s)he goes. A laptop and an internet connection should be enough to get you going. So you should be sure that your data management platform is cloud-based.
Adopting a cloud-based data management platform is the smart move. And if you want to step up your game, you must embrace change and adopt new technology that improves your business efficiency.
Integrated Database and Random Access to your Data:
Surely, it is not uncommon for many consultants to use Excel or Google spreadsheet to keep digital records. Though it may suffice in the beginning phases of your business. As your data grows, spreadsheets will prove highly ineffective. Such poor practices lead to data redundancy among other issues. Also, these spreadsheets do not integrate your clients’ data to your partners’ or their products. This makes sorting through your data tedious every time your Abroad Consultancy works with a different client.
If you look online, you will find numerous data management platform. However, it is always better to choose one that has been specifically designed to cater to your industry needs. Just like an education portal caters to the needs of school and universities. This will reduce the hassle for you to further customize the software to meet your requirements.
Built specifically for Abroad Consultancy, Agentcis provides various data management solutions. It streamlines all your clients’ information to their choice of products and respective partners. Meaning, if a consultant wants to view a client profile, (s)he will be able to access all information about the university and courses from the same page. The platform also allows random access to any data.
This means your Abroad Consultancy will not have to sort your data in ascending or descending order to access them. Is it a client, partner or product information, you can simply search the required data in accordance with your need. The software also provides flexible sorting options for your data.
Data Analytics and Reporting:
Accumulating data is useless without analytics. That’s why your choice of data management platform should able to generate business reports and highlights. This is a huge plus point. If not, your record keeping software should be easy to go through and classify. So that, you can at least produce business reports and analytics manually.
Information is the oil of the 21st century and analytics is the combustion engine
Not maintaining a well-organized database means you will make mistakes while creating detailed business reports. And redundancies are the worst enemy of analytics. Such small errors can cost agencies a lot since projections will be mistaken. Hence a high-grade data management platform for Abroad Consultancy should assist in avoiding such errors.
Data Security and Backup:
No doubt, data security must be your major concern too. Well, it is normal if an Abroad Consultancy feels uncomfortable trusting agency data with a third party. But don’t be tensed. These B2B service providers are as concerned about your data as you are. They maintain multiple backups around the globe so that your agency data is not lost due to any man-made or natural disasters.
But, it is always better to be sure before finalizing a data management platform for your education consultant business. Ask them for details about which servers they use to provide their service. Make sure that these data centers are accredited for and used by other multinational companies as well.
For instance, Agentcis uses Amazon’s AWS for server management and data storage. AWS encrypts your data for maximum security and maintains backup centers around the world. This server is trusted by huge multinationals like Canon, Hootsuite, HTC, Netflix, and much more. Rest assured, your data will be in safe hands. Agentcis also offers a password-protected sub-domain and a multi-layered access authorization for your team.
Besides, confidentiality laws bind these service providers. If broken, it can cause them serious legal issues. Thoroughly going through their Privacy Policies and Terms & Conditions. Most people skip this part. But don’t make that mistake. As your agency may become liable for data loss due to a violation of the terms & conditions.
In addition, consultancy should also allow its user smooth data transition and correction. With all your agency data at your fingertips, data management platforms provide Abroad Consultancy with much-needed organization and storage of their vast data. No record keeping software is perfect and can provide you with every feature. However, you can analyze these factors to decide which one suits your agency and your Abroad Consultancy.