CRM Handbook / What System
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What System

Page history last edited by Kate Mitchell 8 years, 3 months ago

For detail around selecting a CRM system then there is a useful Toolkit by JISC in selecting a system. 





Key Marketing points for HE & FE FE & HE Institutions using  these Systems  
Oracle Siebel 
  • Sales, marketing & loyalty 
  • Partner Relationship Management
  • Quote & Order Capture
  • Knowledge Management
  • Business Intelligence Applications
  • Social CRM 
University of Hertfordshire 
  • Manage and track all customer-facing activities.
  • Identify trends and provide personalised service with access to real-time, actionable data.
  • Use shared document repositories to improve the quality and efficiency of organizing teams, meetings, and deliverables.
  • Take advantage of document version controls to accelerate approval workflows and deliver better service.
  • Benefit from advanced security that helps protect client and firm.

Teesside University

University of Huddersfield 

Agresso CRM
  •  Business Centre Module, initial lead generation and opportunity management through to short course booking and training records
  • Marketing Module, events management system caters for all aspects of commercial marketing. Both centralised and departmental marketing activities are catered for.
  • Organisation Contact, enhanced contact management database designed to ensure our education customers can establish a centralised repository of information for all external activities. Organisations can be categorised with specific contact details recorded against commercial companies, research councils, funding providers, parents and government bodies.

Salford University 

Manchester Metropolitan University

DeMontford University

Blackbaud Raisers Edge
  • Multi-channel, secure and scalable platform.
  • Redefines Constituent Relationship Management (CRM) for the not-for-profit sector for medium to large organisations.
IRIS- Education 
  • Multi-level and personalised business relationship management
  • Knowledge transfer partnerships and student placements

Key marketing points for HE and FE 

  • Comprehensive project management
  • Bid management
  • Funding 

Aston University

Coventry University 

  • Easy to Use, You can log in from anywhere, view and update customer data, and work with your colleagues anytime you want.
  • No Software problems, with Web-based applications like Salesforce CRM, upgrades are automatic, which means you’re always on the latest version. All your customizations and integrations last through every upgrade.
  • Pay as you go, there are no up-front fees. Instead, you pay as you go and can see a return on your investment right away.
  • Customisable, easy for you to customize the application to fit the unique needs of your company and industry.
  • Security, physical security, data encryption, user authentication, application security, and more.
JISC Netskills 
Sugar CRM 
  • Open source CRM software - both cloud-based and on premise CRM softwares. 
  • Sales, marketing, customer support with email, mobile and social CRM integration. 
  • Affordable solution for large, medium sized and small businesses.
Birkbeck University