CRM Built-In Capabilities and Integration

Many RTOs on meeting BluegemEXPLORE for the first time ask the question: does BluegemEXPLORE have CRM capability? Usually this translates to: we need to maintain contact details, capture correspondence history and access customer activity, not only for active students but also for prospective and former students.

If these are your requirements that you'll be pleasantly surprised with the built-in CRM capabilities BluegemEXPLORE has on offer. However, some RTOs need to go that step further where campaign design, management and tracking become a necessity.

For those requirements the BluegemEXPLORE TMS-CRM Integration add-on for Microsoft Dynamics CRM is a fully integrated solution based on state-of-the-art web services. The integration facilitates information exchange with Microsoft CRM in both directions. So your sales team could operate in ether BluegemEXPLORE or Microsoft CRM and have comprehensive access to data in the other system.

BUILT-IN CRM FEATURES

You maybe pleasantly surprised to learn that BluegeEXPLORE already has the CRM capabilities you need out of the box.

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• Captures and retains full contact details for students, corporate clients, prospects, and former students
• Ability to communicate with anyone in the database via email or SMS
• Captures correspondence history and method of communication (Face to face, phone, email or SMS)
• Correspondence can be tracked as INTERNAL (RTO only can see) or EXTERNAL (can be shared with the contact).
• Integrated training activity history with your RTO as well as external training activity
• Easy access to enrollment and financial records for selected contact or company
• Manage course catalogues and schedules (your products)
• Every course gets its own automatically generated library folder
• Every course can have online and pdf attachment descriptors and pricing models.
• Interact and provide restricted access and services to associates and partners
• Library folder automatically created for each contact or company
• Individuals can be grouped and treated collectively
• Ability to import contacts and companies from spreadsheet or direct interface with CRM or HR System
• Email templates and distribution groups (Recipient grouping)
• Membership login and registration details

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INTEGRATED MICROSOFT CRM DYNAMICS

As a Microsoft Certified Software Solutions Partner Bluegem can integrate Microsoft products into your solution. But one ready-made integration solution that can be delivered on request is Microsoft Dynamics CRM. This is available in two options: On Premise or Online. If you already host your MS CRM solution in-house then the On Premise integration would be the right one for you. Or you could purchase MS CRM Online and interface directly with your student management system in the cloud. Both options use Microsoft CRM and BluegemEXPLORE TMS webservices.

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• Integrates Contacts, Accounts, Student Records, AVETMISS details, Enrollment and Training History
• Create forms in MS CRM that communicate with data in BluegemEXPLORE
• Design, deploy, track and analyse sales and marketing campaigns
• Work with a sales team where members can engage using MS Dynamics and / or BluegemEXPLORE.
• Have your invoicing and financial  reporting managed through MS CRM or BluegemEXPLORE
• Include Service and Product management via either or both systems
• Includes all the options listed for the Built-In list above.

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NOTES:

The On Premise solution requires an additional Windows Service component that we or your tech team can install on your network. The web services cater for out-of-the-box Bluegem and MS CRM capabilities. If you have extended your MS CRM capabilities using Custom Extensions the integration service would need to be modified to cater for these. Customization of the service may incur additional fees.

Find out more:

If you'd like to learn more about our flexible and comprehensive CRM options, please feel free to call us or send us a contact inquiry.