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Course customer marketing and management application

2Course customer marketing and management application | Baptiste Velan

The project was to develop a Customer Relationship Management System designed for the education sector in order to replace paper materials.

It handles potential students’ interests and course bookings, logical organisation of courses and venues, students’ details, records of the courses they have participated in, automatically generated mailings to students and various other marketing and statistical data.

Its access is secured by a username/password combination and is restricted to accredited users within the organisation only and users have different levels depending on their roles and what they are allowed to do.

Its aim is to simplify daily tasks in the work place and improve customers’ relationship.

Introduction

3Course customer marketing and management application | Baptiste Velan

Content

How does it work

Rights, level and privileges

Hands on

Questions

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4Course customer marketing and management application | Baptiste Velan

How does it work?

5Course customer marketing and management application | Baptiste Velan

Login (and check of the users privileges)

Selection of venue or centre

List of courses at this venue (date, description, number of enrolments/interest for each)

Details of Course with 2 columns showing Interested and enrolled learners' names.Ability to search a customer and either add an interest (generating a letter) or enrol them (generating a letter too). If the customer is not present in the database, then creation of new customer to add as interested or enrolled.

How does it work?

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6Course customer marketing and management application | Baptiste Velan

Login1

7Course customer marketing and management application | Baptiste Velan

Main screen with selection of venue or centre menu2

8Course customer marketing and management application | Baptiste Velan

Courses available at chosen location3

List of courses Date and time

LengthInterestsEnrolled

And Target

Personalised menu with access to “add courses”

This icon is only visible to agents granted with the right to amend courses

9Course customer marketing and management application | Baptiste Velan

Working on a course and adding customers4

10Course customer marketing and management application | Baptiste Velan

Automatically generated letters with letter-head

11Course customer marketing and management application | Baptiste Velan

Rights, levels and privileges

12Course customer marketing and management application | Baptiste Velan

Rights, levels and privileges

What others can do that I can’t?

Inputting a course in 2cma is a crucial task. This info is used by all the staff and also by our customers as our website automatically updates itself with the 2CMA course list.

Customer’s personal information are also sensitive. That's why only some people within the organisation can amend them.

Adding new users to 2CMA is also only performed by your manager.

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13Course customer marketing and management application | Baptiste Velan

Rights, levels and privileges in detail

Privileges Level 1: User

Level 2:Super User

Level 3:Manager

Level 4:Admin

Log into the Application x x x xCreate a customer x x x xCreate a course x x xAdd Interests x x x xAdd Enrolments x x x xConvert int. to enrolments x x x xPrint Interest letters x x x xPrint Enrolment letters x x x xUpdate a course x x xUpdate customers’ details x x x xUpdate customers’ names x x xAccess Past Courses x x x xCancel Interests (only own

interests)(only own interests)

(only own interests)

(only own interests)

Cancel Enrolments x x xCreate new 2CMA users x (with form) x (with form)View marketing data x x x

14Course customer marketing and management application | Baptiste Velan

2CMA and Website

The lists of courses created on the application are automatically shown on theWebsite, well at least if they have a start date!

15Course customer marketing and management application | Baptiste Velan

Paper versus Application

Folder 2CMA

Security of data no yes

Availability 24/24 7/7 no yes

Time Saving no yes

Cost saving no yes

Space effective no yes

16Course customer marketing and management application | Baptiste Velan

Hands On

Designated users will create a new course and amend it.

17Course customer marketing and management application | Baptiste Velan

Conclusion and Questions?

Thank you