A team of TComTech specialists developed a solution for you based on Microsoft Dynamics 365. The product is focused on specialized processes of the training center.
Below are the ready-made processes that CRM supports for the educational center
Pupil / Student Base
• Personal cards with all contacts • The whole history of communication and classes attended • Wide database search filters • Attaching documents and certificates to the card
Studying proccess
• Accounting for classes • Audience accounting • Attendance accounting • Accounting for payments • Courses, programs • Mark visits by cards • Online registration for classes through the site • Automatic appointment reminders • Bonus / discount program
Call center, integration with IP-telephony Binotel
• Record outgoing and incoming calls and attach a call record • Routing a call to a user or group • Statistics on the numbers and activity of the manager
Newsletters
• Email Newsletter • Polls • Visual and html-editor of messages and polls • SMS mailing, reminders
Finance
• accounting of income and expenses of cash • Support multiple currencies • Various forms of payment • Salaries for staff / teachers
Schedule
• Class calendar • Integration with Outlook Calendar • Integration with a mobile application (for employees)
Reports and analytics
• Income statement for a period of time in the direction • Dynamics of new pupils / students • Report on the activity of users of the system: calls made, mailings created, recorded students, etc.
Employees and teachers
• Accounting for teachers' working hours • Differentiation of access rights for personnel • Protection of the system from unauthorized access: each employee has his own username and password. Ability to temporarily block an employee. • Setting tasks, calls or meetings for employees • Storage of training materials
Training Center Structure
• Branches • Divisions • Working groups
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