Training Organisations in Australia are a heavily regulated industry and require a good quality CRM for managing client relationships, compliance and continuous improvement. These organisations do have some unique requirements, including:
- The requirement to handle both business to business and business to consumer sales opportunities
- Training Organisations have the requirement to create and manage courses and units within the CRM as well as to assign students to those units and track results
- RTOs require the ability to effectively track feedback and continuous improvement
- A student portal that allows students to log in, update their details, access their unit information and access their results.
CRM Online has developed a template that leverages SugarCRM along with some of CRM Online's addon solutions for addressing these issues and provides:
- Streamlined sales processes targeted at training organisations and provide streamlined enrollment of students from lead conversion.
- A template for creating a student portal using our Expression Engine Connector for SugarCRM. The specific functionality can be customised to provide a unique portal for each organisation.
- Integrated accounting via CRM Online's Cloud Accounting Connector for SugarCRM
- The ability to create course and units via a wizard that pulls information about courses and units directly from the Australian Government's training website
If you would like to find out more about this solution, please get in touch.
