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How to Choose the Right Childcare CRM for Your Business


A Checklist for Childcare with Best Practices to Choose the Right Solution That Simplifies Enrollment at Your Centers

Lead Your Team to a Brighter Tomorrow 

 

There are a lot of factors to consider when you're trying to market to prospective parents or keep your enrolled families engaged. Choose a solution that's best for you and your team.

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What Is a Childcare CRM?

65% of businesses with over 100 employees are in the process of creating a digital transformation plan. More and more industries are reviewing outdated, paper-based processes and looking for ways to save staff time and cut down on manual work with streamlined, digital processes. 

Childcare CRM empowers childcare professionals with robust customer relationship management (CRM) software. It is a central database that allows childcare providers to store, organize, and access important information about families, children, and staff. The platform also provides tools for communication, enrollment, scheduling, billing, and reporting, streamlining administrative tasks, and helping providers deliver better childcare services. Invest in a next-generation platform to build relationships with families.

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Why Is a Childcare CRM Essential to Success?

Managing childcare sales and marketing without the right software is frustrating. Leads and follow-up slip through the cracks. Oversight and accountability are hard to come by. And you can’t get real-time visibility into the metrics you need to grow your childcare organization. It all adds up to lower enrollment and reduced retention.

CRM Versus Pen, Paper, and Spreadsheets

Many childcare organizations still manage new inquiries with pen and paper or spreadsheets. This often results in inconsistent, slower follow-up and opportunities being missed. The childcare center that follows up with a prospective family first has an 80% higher likelihood of gaining that enrollment. By using a childcare experience platform to manage new inquiries and family contacts, you can automate marketing communications saving you hours of manual management. Plus, boost organization within your childcare enrollment process.

Benefits of an Industry-Focused Childcare CRM

A great childcare experience platform should be powerful enough to eliminate extra hours of work. Help your team accomplish more in less time. Your days are more than busy, so you can’t afford to waste time focusing on inefficient processes or redundant tasks that can be automated with the right tool.

Today, everything around us is digital from our phones to Amazon and Door Dash. Parents expect that same fast, convenient experience from their childcare provider. An industry-focused childcare CRM will help you respond to inquiries faster and stay connected through text messaging—the communication medium of choice for today’s millennial parents. Ensures everyone in your pipeline receives timely communications through automation. 

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Who Should Choose Your Childcare CRM

Choosing a CRM platform is an important decision. It takes careful consideration to find the right solution for your childcare organization’s size and goals. To implement new technology, the right people on your team need to be involved. We found that the following people are typically part of the evaluation process.

Single Centers

The key decision-maker should be the owner or director of the center. The director will be using your CRM daily to manage sales and marketing tasks. The owner and director will also be interested in reports that help optimize marketing spend, manage performance, and estimate revenue.

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Multiple Centers

The key decision-maker should be in marketing, sales/enrollment, or communications. This team will be using your CRM every day to automate sales and marketing activities, streamline communications, simplify task management, get real-time reporting, and register parents online.

Make sure to involve the people that are marketing your center and overseeing the communication between your center(s) and prospective families. They should be included in the demonstration process of whichever CRM platforms you are evaluating. Remember to focus on how each CRM vendor helps you simplify sales and marketing, boost enrollment, and save time.

Download the guide to stay up to date on the latest industry news, trends and best practices for growing and managing your childcare business.

How to Evaluate Your CRM Options

Outline Your Growth and Marketing Goals

Determine your current classroom availability and what capacity your center(s) need to reach in order to achieve sustainable profitability. Next, set measurable objectives for yourself and your team that can help you achieve your goals and grow your childcare business.

Research CRM Options Based on Your Goals

Once you’ve outlined your metrics and understand approximately how many students you want to enroll or how many tours you need to give in order to see higher conversion rates, look at CRM options that have proven track records of helping organizations like yours meet similar goals.

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Set a Go Live Date for Implementation

The implementation process is just that – a process. So, be mindful of how many staff members you need to train on this new platform and get an estimate from your implementation team. Choose a user-friendly CRM, CMS, and family engagement app. With LineLeader, you can simplify implementation. Use a 3-in-1 solution to help your staff seamless transition.

Additionally, make sure to work with your implementation specialist on transferring over contacts and important family data so you have all the information you need when it’s time to go live. 

Map Out Key Milestones Necessary to Instantly See a Return from Your Childcare CRM

Some examples of key milestones when beginning your journey with a childcare CRM are:

  • Send and receive your first emails and texts – both individual and group communications. This is important for understanding how the system works and what it looks like when you get a new message so you can respond to it in a timely manner.

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Essential Features of a Childcare CRM

The best CRM features in your childcare experience platform will allow you to automate sales, marketing, and communication tasks. For instance, easily view the performance of each center with LineLeader Enroll to adjust your marketing initiatives. 

Lead and Child Management

Look for a solution that helps you manage all incoming family leads. Make sure the solution is tailored to the childcare industry—tracking parents and their children. With a solution built for the childcare industry, this kind of tracking is built-in with no customization required.

Task Management

Choose a system that makes it easy to manage and prioritize daily tasks. You’ll want easy task sorting by today’s tasks, past tasks, and future tasks. If you’re managing a team, you’ll also want the ability to create and assign tasks to team members along with the ability to see task statuses across your team. Easily manage your to-do list with a condensed screen and less scrolling.

Automated Communications

The faster you respond to a new lead, the greater likelihood they’ll become a customer. Save time and manual work by automating communications. Look for a solution that enables you to create, customize, and personalize your email and text templates and then automate their delivery over time and track replies.

Text Communications

It’s no secret that Millennials are quickly becoming the world’s most numerous generation, and the number of Millennials who are becoming parents is growing. In fact, a recent study conducted by the Pew Research Center found that 80% of today’s parents to children under the age of 12 are Millennials. It’s estimated that 60% of millennials like to communicate with businesses via text messaging. Texts are more personal and seen as less invasive. 

Lead Capture

With families visiting your website to learn more about your childcare center, you’ll want to capture their interest with web forms. You need the ability to create unlimited landing pages, for a variety of marketing and enrollment initiatives, with web forms that flow directly into your platform. See more on platform best practices.

Self-Scheduled Tours

Millennial parents like the convenience of self-scheduled tours. Make sure you choose a CMS, family engagement, and CRM platform that gives parents the ability to schedule tours right from your website. Easily generate more leads by placing a tour-specific landing page with a web form for parents to self-schedule tours directly on your website. It's set by you and your staff, so everyone is always prepared to give a high-quality tour at the right time. Use workflow automation (sometimes called 'Business Rules') to avoid missing any crucial steps in your enrollment process. 

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Customer Relationship Management Essential Services and Support

Make sure you look for these essential services and support options from the software providers you evaluate to enhance your childcare business operations.

Implementation and Training

Choose an experienced provider that has proven implementations at thousands of childcare centers. Look for a CRM provider that can guide you through implementation. Make sure to find an all-in-one platform that includes the right CRM, CMS, and family engagement app that's easy to manage once it's implemented.

Additionally, check out expert advice from a childcare millionaire - to optimize your enrollment journey today.

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Expanded Features for Enterprise or Franchise Organizations

Drip Campaigns

Did you know - 64% of Gen Z (one of your parent demographics) expect brands to provide a personalized experience?

Take advantage of behavior-based visual workflows to easily build tailored email campaigns for prospective families. Drip campaigns can be used throughout the entire prospective parent’s journey to enrollment. However, drip campaigns are also powerful tools for re-engaging families who have become disengaged and may be considered a ‘lost opportunity.' Drip campaigns allow you to communicate with prospective families based on how they interact with the content you share. They help you deliver personalized experiences! 

Custom Reporting and Analytics

For larger organizations who need access to additional data and analytics referencing staff productivity, parent engagement, and more – look for software that has customizable reports and capabilities with extensive filtering, selection, and exporting options. These features within a user-friendly format give you the flexibility you need to quickly and thoroughly analyze family information, data trends, staff usage, and revenue.

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Multicenter Views and Branding

Look for a provider that gives you multicenter views so you can manage your enrollment pipeline in real time across centers. Plus, choose a CRM solution that gives you branding flexibility so you can easily and effectively handle multiple brands within your organization.

Security

As a childcare provider, you’ve got a laundry list of concerns every day. Security shouldn’t be one of them. That’s why your childcare experience platform should be securely encrypted and managed by a team with experience protecting their platform against hackers and other system violations.

Download the guide to stay up to date on the latest industry news, trends and best practices for growing and managing your childcare business.

Resources to help you run your childcare business.

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Effective hierarchical reporting is crucial for managing multi-location childcare organizations. With diverse programs and locations, structured reporting offers clarity and insight. Discover how...
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Additional Resources

For more information on specific childcare resources regarding marketing tools, campaigns, tips, and best practices - see below.

1) View ChildcareCRM's next-generation platform to streamline enrollment.

 

2) Check out nine ways a CRM can automate and organize your childcare enrollment process.

 

3) Grab additional tips about what to look for in the best CRM system.

 

4) Find out more about why it's time for a user-friendly CRMsystem.

 

5) Discover best practices for your CRM platform to increase conversions.

 

6) Gain tips for automating and enhancing tours with workflow automations or business rules to increase productivity.

7) Explore additional childcare CRM features to see how automation saves time.

8) Learn more about what CRM+ has to offer and how the new dashboards and navigation streamlines enrollment.

9) See childcare software that won the High Performer award by G2 due to market presence, high customer satisfaction, and ease of implementation.

10) Further, see best practices for managing  childcare software and maintaining a clean  database.

11) Check out the crucial step you're overlooking in your ChildcareCRM.

12) Take a glance at the benefits of an industry-focused childcare CRM.

13) Understand why it's crucial to tackle your center's daily to-do list - quickly.