Our solutions are flexible and can be extended, ready for changing regulations and college needs. Here are some of the additional features that we have implemented for our Further Education College CRM customers:

• Microsoft Teams CRM Integration – make and recieve calls directly from your CRM to improve student communications as support and enquiry teams are able to see contact records immediately and increase efficiency with no need to switch between apps when handling calls. With automated call logging you can improve data management for reporting and forecasting. Read more.
• Power Automate flows – Microsoft Power Automate is a low code solution for organisations to optimise their processes. We help FE Colleges utilise Power Automate flows to save time on manual processes, freeing up time to focus on key objectives. Read more
• Apprenticeship Income Calculator – Designed to help you better understand and forecast apprenticeship revenue, this intuitive tool allows you to calculate your projected income for each apprentice, offering both monthly breakdowns and annual forecasts. Read more.

Geographic analysis.

With in-built maps every customer can plot any combination of field entries to get a geographic insight to their data.

For example, add layers to overlay one sales persons target accounts over another to see where there may be a cross over or more efficient ways of working.

Post a vacancy.

Create a job vacancy within the CRM and publish straight online.  For example create or edit an apprenticeship vacancy and publish it straight to the government Find an Apprenticeship website.  This process improves productivity as it avoids creating the vacancy in multiple places.

Live IFA course feed.

Connect directly to the Institute for Apprenticeships to access the up to date list of standards in real time including name, status and funding values as well as many other course data points e.g. title, description etc.

Use this ensure your information is always accurate and to save time continually creating and editing your own course catalougue.  Instead, use this integration to provide more time to work on other things.

Consolidate your systems by bringing together the functionality your teams need into one user friendly training provider CRM system. Reduce licensing costs and be certain of your data security with Microsoft Enterprise data protection.

Simplify your pipeline by automating lead creation from online enquiries, reducing missed opportunities and helping you increase conversions.

Strengthen your student and employer relationships with all teams working from a single data source, removing data silos to make sure contacts receive timely, relevant messaging.

Elevate your reporting using real-time data, advanced forecasting with AI insights and the ability to build the dashboards you need. We can also help you implement Power BI which allows you to see deeper insights, highlighting success factors and ways to drive your business objectives forward. We can help you build the reports you need, for example ESFA funding forecast models, dashboards and reporting that account for start dates, programme length, planned completions, drop-out rates, cohort pipeline.

Improve funding forecasting and account management with the ability to identify levy and non-levy accounts within the system.

Amplify your presence with automated vacancy upload to the Find an Apprenticeship website and reduce admin time with the ability to import your candidates and applicants.

Easy to use system built on the same platform that spans your existing Microsoft environment, making it easy to enhance your return on investment.

Hear from our FE College and Training Provider Customers to see how our solutions have enabled them to streamline operations, boost engagement, improve productivity, and consolidate their IT systems to achieve significant cost savings.