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6 data analysis tools for educational institutions

Gustavo Goncalves
Gustavo Goncalves

Published in: Dec 20, 2023

Updated on: May 5, 2025

6 data analysis tools for educational institutions
12:52

For some time now, the so-called "big data revolution", which instituted the massive collection of data, has been changing the internal processes of educational institutions. It is increasingly common to use data analysis in student recruitment, as well as retention actions and global improvement of results.

Because they deal with many students and diverse processes, educational institutions naturally produce a high volume of data at a pedagogical and institutional level. And to make strategic use of the countless information that can be accessed and produce results, it is necessary to have good data analysis tools for educational institutions.

These are tools, like the 6 we present below, that enable the organization and understanding of information to support the decisions of educational institutions. Check it out:

Good reading!

#1. CRM for educational institutions

One of the data analysis tools for educational institutions is the CRM ― acronym for Customer Relationship Management or Customer relationship management.

In CRM, information is gathered about the various contacts established between an organization, its customers and potential customers. This means that, in the educational segment, this tool gathers information from students and potential students in their interactions with the educational institution.

CRM for educational institutions such as HubSpot which is even free, optimizes the collection of data such as name and contact actions such as sending messages or emails. And this allows your institution to have access to relevant metrics for data analysis to increase enrollment and even retain students.

In addition to the features already mentioned, HubSpot has launched Smart CRM with AI, which unifies customer data, teams and technology structures in a single platform. This innovation allows to offer more personalized experiences and at scale, optimizing the relationship with students and potential students.

#2. ERP

The acronym ERP refers to Enterprise Resource Planning or Enterprise Resource Planning, an ERP is an integrated management system, a data analysis tool for educational institutions that brings together different data on a single platform, providing managers with a more complete view of the processes underway at the educational institution.

The tool favors data analysis when attracting students because it combines information about students, campaigns already developed by the educational institutions and its performance, in addition to other processes that influence the increase in enrollment.

Thus, instead of making decisions based on isolated information, the educational institution now has a global panorama to guide its attraction and recruitment actions.

With the growing demand for integrated solutions, modern educational ERPs incorporate industry-specific functionalities such as academic, financial and human resources management. These systems provide a holistic view of the institution, facilitating strategic decision-making and improving operational efficiency.

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#3. Marketing automation

There are different marketing automation tools that can be used by educational institutions. One of them is the HubSpot Marketing, which works as complete support for the team at educational institutions, making the job of guiding potential students along their purchasing journey towards closing their enrollment simpler.

Hubspot Marketing allows you to automatically create CTAs (calls to action or calls to action) and landing pages that encourage engagement and the acquisition of qualified leads. Additionally, it offers real-time SEO suggestions and the ability to easily run A/B tests.

More than that, the platform gathers data on the entire sales funnel of the institution. Therefore, solutions marketing automation. They are interesting data analysis tools for educational institutions because they show the results obtained through their use. From this, educational institutions can also identify changes that are necessary to improve results and increase student enrollment.

Marketing automation has evolved to include AI capabilities, enabling more precise targeting and personalization of communications with leads. Tools like HubSpot Marketing now provide advanced insights into user behavior, optimizing campaigns and increasing conversion rates.

#4. Sales automation

In This post, understanding the importance of smarketing for attracting students, we tell you how marketing and sales teams need to be aligned to increase the number of enrollments at an institution.

In this sense, it is common for the sales team to search for relevant information presented by the CRM used by the company.educational institutions. But the idea is to allow this team to focus more on relationships with potential students and less on bureaucratic tasks such as searching for and copying data from the system.

These are sales automation tools, such as HubSpot Sales that minimize this need for human interference and automatically generate reports. These, in turn, favor data analysis to increase enrollments and facilitate the work of the educational institution's sales team.

With Hubspot Sales, the team gets to know better who the students are interested in their educational institutions and which courses or subjects each of them considers relevant. 

With the lead score ― a scoring system that evaluates the lead's situation in the purchasing journey ― based on workflow monitoring and even pre-established behavior, the tool indicates which students are ready to receive a call from the sales team.

All of this allows for a change of approach in the sales process, directing it towards the needs of potential students, as suggested by inbound sales for educational institutions.

HubSpot Sales recently added AI capabilities that help prioritize leads and predict when deals will close. These tools allow sales teams to focus their efforts on contacts who are most likely to convert, increasing efficiency and enrollment rates.

#5. Bandage Pipedrives

Pipedrive is a tool that was developed to assist in the management of longer sales processes, such as the educational market. The tool can be described as "a CRM that puts salespeople's needs first."

Sometimes, the journey that the student takes from their first contact with the educational institution until enrolling is long. And this doesn’t just involve the consumption of materials produced for the blog, social networks or email marketing.

As a whole, the student's journey is not linear and, therefore, the exchange of messages between the student and the educational institutions can present a "back and forth" flow that involves the sales team.

To prevent the team from getting lost in this movement, which occurs simultaneously for several potential students, it is necessary to have a good tool for monitoring the sales process. That's what a pipedrive does.

And, as it should be, this is a data analysis for recruiting students because it allows the team to also monitor their results at each step taken. Which, consequently, allows us to identify more effective actions based on student responses, compared to points that need to be worked on with a view to increasing enrollment.

Pipedrive recently launched Pipedrive Pulse, an AI-powered tool that simplifies lead qualification and engagement. Additionally, new features like AI Email Generator and AI Email Digest streamline communication with potential students, making the sales process more efficient.

Professionals analyzing graphs on a notebook during a meeting, symbolizing the use of data analysis tools in educational management.

Caption: Professionals analyzing graphs on a notebook during a meeting, symbolizing the use of data analysis tools in educational management.

#6. Social media dashboards

For educational institutions, social media are sources of more information valuable than many imagine. Information such as reach, including organic reach, and the number of impressions or views a publication had are easily found on networks, but are not sufficient to support data analysis to increase enrollments.

Therefore, you need to know that there is even more data in dashboards. Through them, you can discover the profile of the people who interact most with your company.educational institutions, what are the best times to publish and which of them (texts, photos, videos) generate the most engagement.

For institutions that make sponsored posts to reach a greater number of potential students, the volume of useful information obtained from dashboards tends to increase.

In any case, the important thing is to understand that dashboards are good data analysis tools for educational institutions because they provide a "portrait" of participation of institutions education on each network. And this helps to evaluate actions and their results in comparison with the proposed objectives to, from there, promote adjustments that are necessary to improve results.

Tools like Looker Studio offer free social media dashboard templates that allow educational institutions to monitor and analyze key metrics like engagement, reach, and follower growth. These insights are essential for fine-tuning marketing strategies and improving student acquisition.

Summary: Educational institutions can increase enrollment with tools like CRM, ERP, marketing and sales automation, Pipedrive, and social media dashboards. These tools organize data, personalize communication, and help make more strategic decisions.

Do you want to analyze data completely and increase the number of enrollments at your educational institution? Talk to us!

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Which data analysis tools help increase enrollments?

What are data analysis tools for educational institutions?

They are platforms that organize, integrate and interpret data collected throughout the pedagogical and administrative processes, helping institutions make more strategic decisions. Examples include CRMs, ERPs, marketing and sales automation, Pipedrive and social media dashboards.

How can a CRM help my institution attract more students?

CRMs, such as HubSpot, store contact data, interactions and behavior of students and leads. With this, your team can personalize the relationship and identify hottest opportunities for conversion into enrollments, in addition to automating communications.

What is an ERP for in educational institutions?

ERPs bring together academic, financial and administrative data in a single system. This allows an integrated view of the institution, facilitating strategic planning, campaign management and performance analysis, including student recruitment.

What is the difference between marketing and sales automation?

Marketing automation takes care of the relationship with the lead until it becomes qualified, with CTAs, emails and SEO. Sales automation (such as HubSpot Sales) organizes the commercial approach, prioritizes contacts with a higher chance of conversion and generates automatic reports to guide decisions.

What is Pipedrive and why is it useful in the educational market?

Pipedrive organizes the sales funnel in institutions with long and non-linear journeys, as is the case in education. It allows you to monitor each stage of negotiation with leads, identify bottlenecks in the process and adjust strategies based on real data.

How can social networks help in the analysis of educational data?

Social media dashboards reveal which content engages the most, the audience profile and the best times to post. With this, it is possible to adjust campaigns and digital actions to attract more students and generate qualified leads.

Is it possible to integrate these tools with artificial intelligence?

Yes. Solutions like HubSpot and Pipedrive already incorporate AI features that help predict lead behavior, suggest sales actions, and automate communications, making capture more effective and personalized.

Which tool should you use to analyze the performance of social media campaigns?

Tools like Looker Studio allow you to create customized dashboards with engagement, reach, and follower data, offering a clear view of your institution's digital performance and helping you adjust your strategies.

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Technologies we use

The world changes all the time and technology is no different! Here at Mkt4Edu, technology is in our DNA, we work with many different softwares to make the whole process of automation and artificial intelligence work more efficiently and achieve more results.

Here, new softwares are tested all the time. Modern tools and new functionalities are tested all the time, there were already more than 200 tests so you can have the best result in your institution.


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