Full Demo – 2023

Introduction and Overview (0:02 – 1:09)

• 0:02 – Introduction to EduAgent CRM and its purpose
• 0:29 – Background on the company and its mission
• 1:11 – Overview of products offered by the company

Product and Market Focus (1:11 – 2:19)

• 1:11 – Brief introduction to other products offered by the Action Starter
• 2:04 – Usage statistics and scale of the products

Client and Impact Demonstration (2:19 – 3:05)

• 2:19 – Examples of different types of clients and their applications
• 3:05 – Historical background of the platform’s development

Product Evolution and Adaptation (3:05 – 5:20)

• 3:05 – Initial development and shifts in market focus
• 4:35 – Introduction of EduAgent and its evolution
• 5:20 – Rationale behind the product’s current form and its focus on agent needs

Core Features and Benefits (5:20 – 7:58)

• 5:20 – Key features introduced with EduAgentCRM (Base)
• 7:26 – Discussion on communication, workflow, and visibility enhancements

Target Audience and Customisation (7:58 – 9:30)

• 7:58 – Identification of different user groups and their needs
• 9:09 – Services offered and the comprehensive support

Advanced Features and Integration (9:30 – 11:13)

• 9:30 – Integration and automation capabilities for large agencies
• 11:03 – Discussion on the problem-solving aspect of the CRM and partner management

Beginning of Product Demonstration (11:13 – 15:24)

• 11:13 – Introduction to the key features focused on communication, workflow, and visibility.
• 12:27 – Confirmation of understanding and transition into the detailed product walkthrough.

Enquiry and Lead Management (15:24 – 20:07)

• 15:24 – Explanation on creating and managing lead forms for efficient data collection.
• 18:03 – Details on customising and embedding enquiry forms on websites for data input.
• 19:15 – Discussion on automated responses to enquiries for immediate engagement.

Candidate Communication and Management (20:07 – 27:06)

• 20:07 – Overview of initial lead communication and counselling processes.
• 22:05 – Utilisation of canned messages and templates for streamlined communication.
• 23:01 – Transition from enquiries to candidates and detailed management of applications.
• 25:07 – Handling duplicate entries and ensuring efficient application processing.

Application Processing and Tracking (27:06 – 34:02)

• 27:06 – Discussion on the versatility and user-centric design of the platform for application management.
• 29:06 – Features for managing applications, including status updates and document uploads.
• 31:08 – In-depth look at the functionality for detailed application tracking and updating.

Partner and University Management (34:02 – 39:16)

• 34:02 – Introduction to managing partner relationships and their importance.
• 36:03 – How conditional offers are managed and communicated with the candidates.
• 37:11 – Options for notification customisation based on user preference.

Reporting, Analytics, and Future Planning (39:16 – End)

• 39:16 – Capabilities for generating reports and analytics for informed decision-making.
• 41:32—Discuss the platform’s flexibility to adapt to future needs, including invoicing and financial tracking.
• 43:51 – User roles and access control overview, particularly for sub-agents.
• 46:22 – Final Q&A covering various topics from invoicing to data export and student enrolment tracking.