CUSTOMER SUCCESS STORY
Impact Futures
Introduction
Impact Futures is a national training provider dedicated to delivering high-quality apprenticeship and training programs. Since 2008, they have been supporting businesses and learners in creating better futures by developing and delivering programs that add value to organisations and help learners achieve their goals and nationally-recognised qualifications. With a mission to bring learning to LIFE, Impact Futures focuses on being Loyal, Innovative, and Fun, ensuring a supportive and engaging environment for both employees and learners.
The Challenge
Impact Futures needed a solution to streamline their employer engagement and manage their employers, sales pipeline, and apprenticeships efficiently. They required a centralised application to handle various aspects of their operations, including:
- Centralised employer data management
- Sales pipeline management and reporting
- Apprenticeship management
- GDPR compliance
- Dashboards and reporting
- Consistent business process flows for efficient and timely responses
The Solution
Impact Futures approached Active Informatics to discuss how Active’s D365 Employer Engagement application could meet their varied requirements. The initial configuration focused on setting up Accounts, Contacts, Leads, Opportunities, Health & Safety, and bespoke tables for ‘Standards’ and ‘Cohorts’ to support the sales pipeline process. Later phases would include configuring the system to support apprenticeship management and data integrations.
Key Features
- Centralised Data Management: The application provided a centralised system for managing employer data, ensuring all information was easily accessible and up-to-date.
- Sales Pipeline Management: The system facilitated efficient management and reporting of the sales pipeline, helping the team track progress and identify opportunities.
- Apprenticeship Management: The application supported the management of apprenticeships, from recruitment to completion.
- GDPR Compliance: The system ensured that all data handling processes complied with GDPR regulations.
- Dashboards and Reporting: Customisable dashboards and reporting tools provided valuable insights into business performance.
- Consistent Business Processes: The application supported consistent business process flows, enabling timely and efficient responses to enquiries and tasks.
The Results
The implementation of Active’s D365 Employer Engagement application transformed Impact Futures’ operations:
- Improved Efficiency: The centralised system streamlined data management and reduced administrative burdens.
- Enhanced Reporting: Customisable dashboards and reporting tools provided greater insights into sales and apprenticeship management.
- Better Compliance: The system ensured GDPR compliance, safeguarding personal data.
- Consistent Processes: Consistent business process flows improved response times and overall efficiency.
By leveraging Active Informatics and Microsoft Dynamics, Impact Futures significantly improved their employer engagement and apprenticeship management processes, demonstrating the transformative power of a well-implemented CRM system.
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