Your CRM (Customer Relationship Management) system can play a significant role in enhancing your relationships with local employers by improving communication, streamlining processes, and providing valuable insights. Providing your employer data is in good shape – you should view your CRM as an integral part of your team’s daily processes. When utilised correctly, your CRM can make your life a lot easier! Here are some examples how!

  1. Your central source of truth: Your CRM allows you to maintain a central database of employer information, including contact details, previous interactions, and partnership history. This holistic approach makes it easy to access and update information by teams across the college.
  2. Customised Communication: CRM systems enable personalized communication with employers. You can segment and target your communication based on their needs, preferences, and past engagements, leading to more relevant and effective interactions.
  3. Event and Meeting Management: Use the CRM to schedule, track, and follow up on meetings, events, and employer engagement activities. The system can send reminders and notifications to ensure all parties stay informed and engaged.
  4. Performance Tracking: Use the CRM to monitor the outcomes of employer engagements, such as job placements, apprenticeships, and internships. Analyse this data to identify successful partnerships and areas for improvement.
  5. Employer Lead Management: Ttrack potential employer partnerships, set tasks, and assign responsibilities for follow-up.
  6. Document and Contract Management: Store electronic contracts, agreements, and other documents related to employer partnerships securely within the CRM. Ensure that all parties have access to relevant documentation.
  7. Automated Workflows: Create automated workflows for onboarding employers, including background checks, paperwork, and compliance. This ensures a consistent and efficient process for bringing employers on board.
  8. Analytics and Reporting: Leverage the CRM’s reporting and analytics features to gain insights into the success of employer engagements. Analyze trends, track key performance indicators (KPIs), and make data-driven decisions.
  9. Integration with Learning Management Systems (LMS): If applicable, integrate the CRM with your LMS to streamline the process of matching students with work placements, apprenticeships, and internships.
  10. Alerts and Notifications: Set up alerts and notifications in the CRM to remind staff of key follow-up actions, such as contract renewals, performance reviews, or upcoming events.

By effectively using a CRM system, training providers can build stronger, more streamlined, and more data-informed relationships with local employers. This, in turn, can lead to improved opportunities for students, apprentices, and graduates, as well as a more efficient and productive collaboration between educational institutions and the business community.


See how Petroc College are using their D365 Education CRM system to help manage their employer relationships here.