Transitioning to the Voopty ERP system can significantly simplify the management of your educational institution or online school. However, thorough preparation is essential for successful implementation. Clearly defining the necessary steps and organizing your data will help avoid potential challenges and ensure a smooth transition.
Voopty is a specialized system for educational institutions, integrating automation, student management, and financial features. This checklist outlines the key points to consider to make the setup and launch of the system as efficient and comfortable as possible.
Steps to Prepare for Transitioning to Voopty CRM:
Assess Your Business Needs
Before starting with the Voopty ERP system, conduct an analysis of your institution’s requirements. At this stage, determine:
- The primary processes requiring automation.
- The number of students, teachers, and administrators who will use the system.
- Specifics of your schedule, financial operations, and communication needs.
Familiarize Yourself with Voopty CRM Features
Explore the functionalities of Voopty to understand its potential and capabilities.
Prepare Basic Information About Your Institution
The following data will be used to create your account in Voopty:
- A list of active students with their contact information.
- Information about teachers, administrators, or co-owners of the school.
- Names and detailed descriptions of lesson types and existing subscriptions.
- Information about courses and groups, as well as the schedule for group classes.
- Schedules for students taking individual lessons.
- Financial details, including subscriptions, remaining lessons/funds, debts, etc.
- Information for the “Customer Acquisition and Retention” section, such as leads with their contact information and sales funnel names.
Proper organization of this data will facilitate its integration into Voopty.
We recommend appointing a responsible administrator or manager during the preparation phase. This individual should have a clear understanding of your business structure, quickly acquire basic technical skills, and act as a guide to ensure a seamless transition to the CRM system for the entire team.
Plan a Phased Transition to the ERP System
The transition can be divided into the following stages:
- Test Launch: Configure a small set of data and test the system’s functionality.
- Full Launch: Transfer all necessary data.
- Team Training: Organize training sessions for teachers and administrators.
Features to Simplify and Accelerate the Transition to Voopty CRM
- Video Tutorials: Check out materials on the Voopty YouTube channel, focusing on videos about schedule setup, automated notifications, and financial modules.
- System Demonstration: Our specialists can organize a system demonstration via Google Meet at a time convenient for you. This will provide a visual walkthrough of how the system works and introduce you to its main sections.
- Technical Support: Voopty technical support is available on Telegram. You can reach out with your questions Monday to Friday, from 9:00 AM to 6:00 PM Kyiv time. This support will greatly ease the transition and system setup process.
- Full Setup Service: When paying for three months of system usage in advance, Voopty specialists will set up your account “turnkey” according to your institution’s needs. This will save you even more time and allow you to start working faster.