West Suffolk College
West Suffolk College based in Bury St. Edmunds has been a client of Felinesoft since September 2013. West Suffolk College has a number of separate departments each of which target different types of students. These range from 16-19, Work Based Learning, Apprenticeships to Adult (Leisure) Learning. With this came a number of business challenges. These included:-
· Communicating with current and potential customers
· Engaging with local businesses
· Managing company and contact information centrally
· Tracking of apprenticeship schemes
· Production of quotes
· Management of email campaigns
· Ability to extract data from their current UNIT-e – student data management application.
In addition, they wished to improve the visibility of key business data by providing better management information and reporting. They wanted a system that would enable the College to manage all aspects of their day-to-day business and still utilize their existing UNIT-e database whilst producing effective marketing.
These business challenges were reviewed and Felinesoft devised a solution that combined Microsoft Dynamics CRM with SharePoint, ClickDimensions and Data Sync Studio. This combination of products with some bespoke customization offers a high degree of power and flexibility, providing a system that will meet West Suffolk College’s requirements both now and in the future.
Our solution provided the following functionality to track and manage:-
· Synchronizing data uploads from Unit-e using Data Sync Studio
· Manage their Sales Pipeline – Manage Leads through to Orders via usage of Opportunities
· Manage their Course bookings Process - Enquiry through to Applications and Enrolments including Invoicing of booking – using a mixture of UNIT-E, CRM, SharePoint and ClickDimensions.
· Managing marketing of courses to various companies via the usage of ClickDimensions linked to CRM and based on leads provided by iContent
· Management of inter-departmental referrals via a Referral Log Entry created in CRM
· General Account Management classified into different account types – BD, WPL (Work Placed Learning) and Other
· Management of work based / placed learning for both non-employed and apprenticeships
Management of events and related attendees using a mixture of CRM Marketing Events and ClickDimensions