XchangeCRM Key Features | Go To Benefits

 

• Importing Facility - import data from existing Excel spreadsheets, Access databases etc. into the XchangeCRM system

• Employer Details - stores company address and details e.g. business type, number of employees, company profile, live/ deactivated accounts etc.

• Employee Details -  stores individual contact details and records communication made with individual contact in date sequence
  
  
• Employer Journey - every single activity/interaction recorded against an employer in the database can be pulled into a printable 'journey report'

• Search Facility - search database with multiple criteria or advanced filter to find companies

• Sponsorships, Placements and Modern Apprenticeships - capture academic year and number of students

• Faculty Notes/ Faculty Head Notes - record and view faculty (department) interaction with companies

• Events Management - create and book upcoming events, select companies and the names of delegates invited, produce delegate lists, record invitation acceptance/ cancellations and analyse all listed events

• Incoming Enquiries - record enquiries from companies including nature of enquiry, action(s) to be taken and monitor progress and outcome(s)

• Marketing Campaigns - create, target, assign actions and follow-up marketing campaigns step by step

• Automated Emailing System - ensures actions are followed up

• Personal Tasks & Accounts Management - lists individual users tasks (e.g. enquiries to follow-up) from Outlook and all Accounts that the user manages

• Management Reports - a powerful tool allowing users to view reports across a range of activities over different periods of time, all data can be exported into Excel spreadsheets.

• Training Needs Analysis (TNA's) - record TNA information at company and individual level, search for, create mailing lists (to target employers that have expressed a common training need for example) and print TNA reports

• Communication - XchangeCRM integrates with Microsoft Outlook email (two-way integration) and other email providers permitting internal and external emails to be sent. Users can work within Outlook i.e. email received from an employer can be attached against the record (within XchangeCRM)

• Mail Merge - the system integrates with Microsoft Word (Mail Merge Wizard) and also has an internal mail merge function enabling the creation of letters, labels and emails

• • Visits -  appointments and visits can be recorded and automatically linked with Outlook calendars
  • Health & Safety -  details of Health & Safety assessments can be entered; from date of assessment, name of the assessor, risk category and date of next assessment
  • Google Mapping -  integrates with Google Mapping; one click to identify where your client(s) are on the map
  • Document Management - any type of electronic document can be attached to a specific record or multiple records
  • Learners - can track learners attending courses at the college, on work placements, review progress through to creating course waiting lists, communication with them via email and letters (email and mail merge facility built specifically for targeting learners) and capturing enquiries from independent learners and those that are employed
  • Integration with Student Record System - an interface has been built to integrate XchangeCRM with the college’s Student Record System which enables an automatic, live link.
  • Client Feedback - record and review complaints and compliments, conduct customer satisfaction surveys (email survey to customers) and analyse statistics

  • Flexible Access Rights - there are four levels of access rights ranging from System Administrator (can do anything on system) to Read-Only Users.  System Administrators can use a number of different combinations in allocating user rights e.g. allowing some users to add but not delete records
  • Client/Server Application - the front end of the system is written in .Net and the back end is SQL Server enabling easy installation where the system can be run on the college network allowing unlimited number of users
    
  • Off-Site Access - the web-enabled version XCRM Online can be accessed by staff working off the college site providing they have access rights
    
  • Monitor Internal Quality Performance - colleges looking to achieve the Training Quality Standard (TQS) can use the Quality Framework Module tool to assist them on their journey.

  
  XchangeCRM Key Benefits

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  • Vital Information Share - employer and employee information stored in a central repository to share across all departments/faculties/schools
  • Improves Professionalism and Targeting - all captured employer interactions encourages a more professional and targeted approach to employers as they have a record of communication with them
  • Monitors Progression - identifies progress made with employer engagement activity (full employer journey detailed in a printable report) by faculty/ department and facilitates exception reporting in that users are notified of outstanding tasks. The progression of learners on courses can also be reviewed
  • Smarter Marketing Intelligence - collects raw data accurately and efficiently turning it into valuable marketing and management intelligence
  • Relevant Employer Engagement Data - assists in compiling employer engagement data for development planning, returns to LSC’s and funding evidence
  • Compliance with Quality Frameworks - fully satisfies the criteria for having an effective system to accurately manage customer interactions
  • Familiar Interface - built using Microsoft platform and tools (integrates with Microsoft Excel, Outlook and Word)
  • User Friendly - easy to navigate around the system, simple and straightforward interface
  • Control - different levels of access rights means data input and modification can be controlled
  • System Support - users achieve desired results through training, consultation and support
  • Adaptable - the Software is user driven; if required functionality is not present Tineke Ltd is always willing to work with college clients to develop new features
  • Scalable - back-end is SQL so no issue with the number of users using the system at any one time across the college site(s)
  • No Named User Terms - licence based on number of concurrent users e.g. a 25 concurrent user licence means effectively 50 users can be registered on the system. The 26th person to log on at the same time would not be able to access the database. Option for an unlimited, college-wide licence is also available.