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CRM4FE system example checklist

CRM4FE is totally flexible and provides absolute Accuracy - if you find something not listed we can add it

If you have not installed over a 1,000 CRM installations, worked with over 20 Colleges and seen what it takes to achieve TQS then perhaps we can help.

Buying the wrong system is going to cost your College a significant amount every year you stick with that decision. Taking Control of your data and building upon SQL will lower your costs. Contact tracking and all that involves is of course available and standard.

Employer Engagement
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Complete an online Organisational Needs Analysis that helps with impact assessments
Increased use of electronic transactions and automated procedures to ensure consistent outcomes
Ability to leverage existing data from inhouse legacy systems
Contact and account management to record all actions and activities, conversations, outcomes and requirements related thereto
Indicate who is the primary contact and if there are actions outstanding at a glance prior to opening the contact
All communication from the College should be attached (and readable subject to permissions) even if the sender of emails does not use CRM4FE
Automated follow ups to ensure records are dealt with correctly
Track and identify Sales Opportunities, by omission as much as by their presence
Track evidence of eligibility, Health and safety, or any other item you desire to track
Ability for users to import from XLS, Access, SQL whilst checking for duplicates etc
Ability for one import to update all matching records based on criteria set by user

Training Quality Standard - TQS
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Record and profile as needs change each contact and company
Record and measure business objectives for each contact
Create customised Sales Opportunites to fully support each department and specific objective.
Provide an uneditable audit trail to evidence compliance for all contacts and companies
Diary and separate task list for all staff involved in the system
Reporting on any aspect of the data and can in addition use your existing reporting tools such as Crystal and other BI tools as required
Profile Companies and contacts to record costs and ROI
Ability to record customer satisfaction survey results against each company and individual
Workflow to manage the referral process
Be able to give clear impact statements based upon evidence
Record Customer satisfaction levels, compliments or Complaints for each contact

Systems Integration and systems Management
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To work with EBS, Corero, PICS, QL and many other systems based on SQL
CRM4FE relies upon the fundamental principle that your objectives, whether complex process driven or labour intensive and strictly regulated can be implemented using standard systems and resources in a consistent and compliant manner with due regard for best practice
Colleges that rely heavily on external providers for solutions developed on standard systems can find themselves spending excessively on compulsory support, compulsory upgrades and constant bug fixes. CRM4FE offers the control and ability to exit from high cost maintenance contracts at the time of renewal.
Configuration tool to allow permissions to be based upon
- User
- Record
- Team
- Field
- Or any other criteria you decide upon
Data Management tools at user levels to perform mass updates subject to user permissions
Ability to create endless tables without the need for external consultancy
Cross table many to many relationships
Ability to enforce Workflow
Ability for users to edit dropdowns subject to permissions
Ability to Export subject to permissions
Ability to open and or link to multiple databases
Ability to open database on mobile devices such as Iphone or BlackBerry
Ability to purchase as few as one licence as needed and mix named and concurrent licences
Ability to administer the underlying SQL and perform SQL queries without the need to use SQL tools subject to permissions

Learner Record Systems
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Profile Learners to ensure Individual needs analysis and data compliance standards for ILR's such as EDRS number, DOB, NI, residency
Link through to Courses and Outcomes with one click
Link through to Companies and ONA or TNA with one click
Evidence eligibility and attach supporting documents
Track all tasks, reviews, interviews, outcomes and expectations
Workflow to ensure appropriate follow up
ILR profiling with reference to LIS where required
Data Validation rule checking
Exemption reporting on non compliant records

Marketing Systems
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Marketing campaigns – Plan, Execute, Deliver and Analyse marketing promotions, events and campaigns
Record opt-in/opt-out preference for each contact and suppress them from future activities
Ability to record customer satisfaction survey results against each contact
Enable contacts to opt into different e-newsletters
Use the system to be used to target potential new business and to identify cross sell opportunities
Evidence based marketing functions to support impact assessments in regard to engaging with the business community
Simple to outsource outbound telephone marketing campaigns
Integration with Post Office address file to ensure accuracy and quick data entry
SMS Messaging including Bi-directional to update the database and even reverse billing premium rate that automatically links to the correct contact
Self Service portal to allow learners controlled access to parts of their own record
Multiple Faxes, emails, SMS, letters to a lookup
Links into Google, Yell, Linkedin and other online resources for research.