• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM software for educational organizations

CRM Business objectives

	Storing the customer interactions history (companies and persons)

	Increasing management effectiveness, reducing course expenses

	Automating the documents flow

	Analytical reports

CRM Business objectives:

Storing the customer interactions history (companies and persons):

1. Customer data.
2. History of participation in the trainings and courses.
3. Documents (orders, invoices, applications, penalties).
4. Meetings, phone calls, email correspondence.
5. Customer interest towards the certain disciplines.

Increasing management effectiveness, reducing course expenses:

1. Bulk email invitation sending.
2. Working according to business processes.
3. Automatic task creation.
4. Organizing team-work.
5. Planning education stages using the Gantt Chart.
6. Automating course preparations (attendance list, schedule creation).

Automating the documents flow:

1. Registering prospect applications.
2. Automatic invoices and bills creation.

Analytical reports:

1. Automatic course profitability calculation.
2. Tracking debtors, comparing planned and actual figures.
3. Customer profile reports (by profitability, industry and business size).

Featured CRM project description