Exclusive Whitepaper: Creating Efficiencies and New Opportunities within FE through CRM
Why consider FE CRM? With the Further Education sector recovering from five years of government funding cuts. Institutions are under pressure to do more with less whilst finding new revenue streams to improve the quality of education and the services provided. This means that adoption of the latest technology is essential to enable FE colleges and academies to work smarter – not only to increase efficiency and generate more revenue, but to improve student engagement and learning outcomes.
In this report on FE CRM, we look at some of the challenges faced by FE solutions and how stakeholder relationship management tools (or CRM) can be used to overcome these both quickly and cost-effectively, whilst providing a flexible solution with scope for future scalability.
The FE CRM whitepaper contains information on:
- Attracting new students
- Improving learning outcomes
- Achieving more with less
- Creating new revenue streams
To download this report, please enter your details below:
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FE CRM Solution
Not just for business – how CRM is creating new opportunities within further education.
If you work in further education, you could be excused for thinking that customer relationship management systems (CRM) are just for businesses. However, replace ‘customer’ for ‘student’ then suddenly, CRM becomes hugely relevant and presents a wealth of untapped opportunities for FE institutions.
Imagine a scenario where you could engage with prospective students, build a profile of them and then automatically follow-up with timely and relevant communications based upon their interests and behaviours. Wouldn’t it then be great if once students enrolled, you could continue capturing information at each stage of their journey through the college, such as; their attainment levels, learning styles and communication preferences in order to provide personalised learning and work experience to improve learning outcomes? And, what if once the students had left the college, you could continue to stay in touch and connect them with further training and opportunities relevant to their careers?
Well, just as businesses use CRM to manage all of their stakeholders, FE institutions can use CRM to provide 360° student lifecycle management to; increase enrolment, improve student experiences and nurture relationships with alumni as well as industry in order to open up new sources of revenue.
SeeLogic has developed both complete and integrated CRM solutions to help colleges make the most of their relationships.
- An intelligent marketing platform allowing communications to be automatically be sent based on a variety of triggers
- A single depository for student information, allowing different departments to share knowledge – increasing efficiencies and providing valuable insight to help provide a better quality service
- A recruitment portal allowing employers to source relevant students based on their chosen study areas and experience
- An alumni portal to allow past students to stay in touch and find out about further study opportunities
- An online facility booking portal, allowing colleges to book out unused facilities such as’ lecture theatres, gyms and halls to businesses and the public when not in use to generate new sources of revenue
“By implementing CRM we were able to gain more apprenticeship opportunities by connecting with more alumni and understanding what companies need and what opportunities are available by analysing the data to a greater level of segmentation and detail.”
Tim Keighley, Executive Director of Business Development – Aylesbury College
How our FE CRM solution can help your institution
For a no obligation discussion about how CRM could help your institution make the most of its relationships, contact our friendly team on 01296 328689.
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Improve your web site performance with Radview!
As well as being a leading provider of CRM solutions, SeeLogic is also partner to the leading performance testing provider Radview.
Their product WebLOAD makes it easy to simulate thousands of virtual users. You can use it to perform website load testing and generate massive user load with WebLOAD’s extensive set of features and support of web technologies. Moreover, you can use on premises machines or generate load from the cloud, with WebLOAD managing the distribution of scripts and parameters and collecting data from multiple machines.
Using goal oriented testing, you can define any specific performance goal for your website, such as a 2 second response time goal, so that WebLOAD runs your scenario around that goal, gradually increasing the load till your goal is met.
If you would like to learn more about Radview and their WebLOAD, and you would like to capitalise on your web site, please contact us!
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Microsoft Updates on New Capabilities in Microsoft Dynamics CRM 2016
Microsoft Dynamics CRM 2016 will be available before the end of the calendar year.
The new developments are aimed to increase productivity for customer-facing employees by providing a seamless experience across their Dynamics CRM application and their productivity applications like email, Excel, OneDrive for Business for easier task management, an enhanced mobile experience for the worker on the go, and enriched data and analytics.
These new capabilities include:
- An enhanced Excel experience within CRM, including new Excel templates to automate many core tasks. This helps our customers across the board but particularly in sales as it allows them to do things like calculate commissions or manage a sales forecast. They get analysis and insights directly in their sales processes, without the need to export or switch – just easy toggling to reduce countless steps and eliminate the complexity.
- The next generation of our CRM app for outlook enables people to track emails, add contacts from within an email or even create new records to track emails through the browser on PC, Mac or mobile browser on a phone.
- Delve functionality to surface trending content that is most relevant to what a person is working on and what is trending around them. For example, Delve might show popular presentations or proposals to help our customers with their opportunity or account.
- Contextual documents across SharePoint, OneDrive for Business, and Office 365 Groups for any CRM record. Seamlessly open various Office apps within CRM or the CRM mobile app. We’re making it easy for people to open a document in the CRM app using different application on various devices like Microsoft PowerPoint for iPad or Microsoft Word for iPhone. After reviewing the document, they can return back to the CRM app simply by just tapping on the “back” button.
- Personalised sales documents based on CRM data are now easier to build with Document Generation. People no longer need to manually extract CRM data for documents such as account summaries, quotes/orders/invoices, product sheets in Word. Automation of this core sales task is another way we’re saving people time.
- Next generation Cortana integration. We’re taking our Cortana integration to the next level by embedding sales activities, accounts and opportunities into Cortana to surface what’s most relevant to salespeople at any time – across both personal and professional sources.
Watch the short video below to get an overview of these new capabilities. Also, you can find out more about the exciting new capabilities of Dynamics CRM 2016 in the Release Preview Guide.
Get your teams ready
Whether you are an experienced CRM user or new to Dynamics, we have a wealth of training spanning sales and technical courses available online and in person. Contact us to book your CRM training now!
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Lead Forensics can boost your sales!
In addition to being the leading provider of CRM solutions, we are also able offer ongoing marketing consultancy in order for you to maximise your CRM investment.
Did you know that only 2% of B2B website visitors make an inquiry whilst browsing a website? This means that sales are missing out on hot leads to target as they don’t have the contact information they need to follow up.
As business partners of all the leading marketing software companies, we would like to introduce you our Partner Lead Forensics, which can help your business maximise the return from lead generation activity by identifying the visitors to your website and turning them into hot leads. The Lead Forensics solution gives you the anonymous visitors business name, address, phone number, industry, turnover and employee numbers, as well as the pages viewed on your website. As well as gaining contact data for business visitors, Lead Forensics can help track the impact of your marketing efforts. Watch the Lead Forensics Video to find out more.
Key features of the Lead Forensics tool include:
- Access to full business contact details of your visitors.
- Create triggered alerts for specific visitor activity on your website.
- Truly measure the volume of traffic to your website and the sources they came from.
- Track the impact from non-digital campaigns by setting up trigger alerts for mailed contacts.
The Lead Forensics software is easily installed by adding a simple tracking code to your website. The data can be instantly accessed through the online portal, or by integrating it with your CRM platform including Salesforce, Sage CRM and Microsoft Dynamics CRM.
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What’s the right CRM for your organisation?
Discover which CRM product is the best fit for your business
At SeeLogic we specialise in the selection and implementation of Customer Relationship Management (CRM) systems and we understand that every business has different requirements.
The industry leading CRM products that we offer (Salesforce, Microsoft Dynamics CRM, Sage CRM and Infor CRM) can all be deployed either on-premise, in the cloud or on mobile devices and there are a number of ways you can acquire these systems, either by outright purchase, “per user per month” rental payments or on a software as a service (SaaS) basis.
Gain a good understanding of what CRM products do
So, how do you choose which application and deployment type is the best fit for your company?
Take a look at our product chart below and contact us to find out more!
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Scribe Online Software – migrate and integrate data in the cloud
Scribe Online Overview
Scribe software is a frontrunner in data migration and integration capability. In a previous blog entitled “Scribe Insight Software for data migration and integration” I provided an overview of the on-premise version of Scribe software and a great video also gives some good detail of how the software looks and functions. There’s also more information on Scribe on our website.
Scribe software is also available as a cloud application, aptly titled Scribe Online along with the usual software as a service monthly pricing to go with it. Scribe software Online provides two main areas of functionality:
Replication Service (RS)
Scribe Online RS replicates your CRM data, whether Microsoft Dynamics or Salesforce.com, to a SQL database – allowing you to take control of your data in the way you need it, when you want it. Secure and fast, you can replicate your CRM data anywhere your SQL Server is located – cloud, hosted or on premise.
Synchronisation Service (SYS)
Scribe Online Synchronization Services delivers seamless and secure synchronization of your CRM application data with critical business applications such as billing, ERP, sales and marketing. Updates to customer information are captured and reflected in both the CRM system and the corresponding back-end systems, ensuring the information is always current and accurate across the organization. Better information results in better decisions.
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Scribe Insight Software for data migration and integration
An Overview of Scribe Insight Software
It’s common enough in many of today’s companies to have a number of disparate systems to help run the business profitably and efficiently. It’s also very common that few of these systems “talk” to each other so companies end up with silos of duplicated data that has to be re-keyed several times and maintained in all it’s different guises. Whilst there are some integrated systems out there, the integration is often prescriptive and generally additional systems will still be needed to properly run the business which, by definition, won’t be integrated.
So what’s the solution? Well one way is to purchase Scribe Insight software, a highly functional tool that will not only help import initial data-sets but also flow data between multiple source and target systems.
Scribe Insight software gives users the flexibility to define how a data import or system integration may be structured and any number of systems can be linked together.
A classic use that we see very often is an initial import of data in to a Customer Relationship Management (CRM) system followed by integrating that CRM system with the finance or ERP system. Integration can be configured as a simple “pull” and display of data such as Credit Rating and Sales Order history or a more complex “push and pull” of data such as customer names, addresses, quotes and orders to avoid re-keying and ensuring an accurate master set of data. To assist in these types of integrations Scribe Insight software comes with a number of pre-configured adapters that speed up the development time of integration packages. Bespoke packages can also be created for pretty much any type of system.
If Scribe Insight software for data migrations and integrations sounds like something your business needs then check out more information on Scribe Insight or contact SeeLogic to discuss. Alternatively take a look at the video below which gives a great overview of Scribe.
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Sage CRM Dashboards: fully interactive data as you want it.
Sage CRM Dashboards; an Overview
In a previous life I worked for GE as a Six Sigma Black Belt (for those readers unfamiliar with Six Sigma it is essentially a process improvement methodology and other methodologies are available(!)). One of the key fundamentals of Six Sigma was analysing what was “Critical to Quality” from a customer perspective so that projects focussed on the right improvements. Having improved a process some bright spark came up with the idea of showing the level of improvements on a dashboard. Literally it looked like a car dashboard with pointers and all showing how bad we were before versus how good we had become. I remember some customers thinking we were mad when we presented our monthly dashboards but now everybody is at it.
With the proliferation of IT systems every company has hundreds of data points that need to be analysed so that decisions can be made quickly and easily. Company bosses want to see live KPI’s, Customer Service Managers want to analyse root causes of issues and Sales Directors want forecasts and pipelines. Business Intelligence tools have become big business and viewing Dashboard information in your CRM system is a pretty much standard requirement.
Sage CRM not only provides dashboards but interactive dashboards. By this I mean, depending on what you click in one area of the dashboard, information pertinent to that data will show in another area. So you may have a list of cases and if you click on one you will see the detail of that case in another panel. You can also carry out standard actions like changing a Case Status without having to go to the record itself. Graphical charts present the data in such a way that easy and quick business decisions can be made and a user can have any number of dashboards. Administrators can also create dashboards and share them with selected users. All this is done within Sages CRM’s easy to use interface.
I may not have explained Sage CRM’s interactive dashboards too well but take a look at the video below for a quick overview of what you can expect or contact SeeLogic for more information.