blog header

Blog

HubSpot for education agents

Posted by Gemma on 10:25 AM on May 21, 2020

Effective management of - and communication with - your school and family contacts is crucial to success. Here's how HubSpot can help education agents engage with those who matter most.

What is HubSpot?

HubSpot is a digital platform to help your business grow. Not just to grow bigger, but grow better, in a way that is more efficient for both you, your team, and your clients.

It provides the tools you need to market, sell and provide amazing customer service, all in one place.

HubSpot for Education Agents

Here are some of the key ways that education agents can benefit from using HubSpot:

Management of a range of contact types

Agents manage relationships with many different contacts and using a CRM is the best way to make sure you are providing the best possible experience.

Using HubSpot will allow you to have all of your school and prospective student contacts in one place. You can use lists and filters to segment your contacts in whichever way you choose, you can filter contacts by 'type' (eg. school or prospective student), filter by location (eg. 'schools in London') and by engagement (eg. prospective student who has visited your website in the last 30 days).

The ability to segment in a variety of ways, including by recent activity on your website or by engagement with a recent email is an incredibly powerful way to focus your efforts on those who are most likely to convert. For example, in just a few clicks you can filter your contacts to show all of the prospective students who are interested in a school that is strong academically, who have opened a recent marketing email and visited a particular page of your website within the last 30 days.

By segmenting your data like this, you can easily match up the students most suited to certain schools.

A central record for all communications

The HubSpot contact record shows all activity in one place. Use it to log any phone or email conversations you have had with a contact, emails can be automatically logged to HubSpot the moment you hit send in your email client. Then, see at a glance if your contact has opened your email or clicked any links. Follow this journey by seeing within the contact record which pages of your website the contact has viewed and the content they have engaged with.

For education agents, using a central contact record to log and monitor all communication is the best way to offer an exceptional service, collaborate with team members and avoid lengthy spreadsheets.

Find out more about the power of the contact record.

Nurture your relationships with ease

The true power of using HubSpot to manage relationships is the ability to manage everything in one place. You can send on-brand marketing emails, create landing pages that are designed to convert and publish engaging content - all from one platform, saving you time and giving you valuable insight into what is working well.

With HubSpot, all marketing functions are underpinned by the extensive CRM functions. So when you create an email designed to increase school engagement, it is personalised with data directly from their record in your CRM.

This ability to personalise emails and content based on the data in a contact's record, without having to manually edit content per recipient is really beneficial for education agents.

Automate your manual tasks

Marketing automation is one of HubSpot's most powerful (and popular) tools, it enables even the smallest of teams to provide timely, personalised communications automatically.

For example, if a prospective student visits an education fair, you can send a series of engaging and personalised follow-ups without having to manually send tailored emails to each individual. Then when a student engages with this content in whichever way you define, you can automatically receive a task to give them a call.


HubSpot for education agents can transform the way you work, streamline your processes, improve collaboration and delight your contacts.

Would you like to find out more? Arrange an education-specific demo.

Education Demo

Topics: CRM, Automation, HubSpot, Engage, Education agents