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4 workflows — sales, marketing, consultation and enrolment — in one CRM

The College of Naturopathic Medicine

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Clutch. 5.0 / 5 · 9 client reviews on Clutch

Over 30 years' experience between the founders.
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A small, senior team.
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The problem

The College of Naturopathic Medicine is the leading training provider in natural therapies in the UK. As more potential students around the world enquired about its training and diploma courses, it became apparent that the college needed a CRM system to manage the full sales cycle — from capturing lead enquiries, through allocating specialist consultants to help prospects choose the best course options, to enrolling and converting prospects into students.

Some of the core business requirements were so specific to the college that no off-the-shelf CRM product could cater for them.

The system

We designed and developed a tailor-made CRM for the college. It integrates with the legacy systems the business had used for many years, and we migrated the existing customer and student data held in a legacy database.

Enquiries from the college website's forms feed straight into the system and are automatically assigned to the appropriate course consultant in the relevant region. The CRM also calculates variable sales commissions automatically, captures consultant and client interactions through integration with Office 365 Outlook email accounts, provides shared calendars for senior consultants, and includes flexible reporting tools that let users design their own reports and save them for future use.

The outcome

The college's sales, marketing, course consultation and student enrolment workflows are now managed day-to-day in one system, rather than across legacy tools and manual handoffs.

Incoming enquiries reach the right regional consultant without manual triage, commissions are calculated without spreadsheet gymnastics, and staff can answer their own questions using reports they design and save themselves.

In their words

CM System Designs is an exceptional software and web development company that truly stands out. From the moment we engaged with them, we were impressed by the professionalism and expertise of their staff.

They were excellent throughout the entire process, from the initial specification stage right through to the delivery of the final application.

What really sets CM System Designs apart, is their commitment to providing ongoing support and improving their software to meet their clients' ever-changing needs.

They are proactive in their approach, always seeking ways to enhance the software and make it more efficient and effective for their clients. This level of dedication and customer service is rare and is a testament to the high standards of the team at CM System Designs.

Overall, we could not be more pleased with our experience working with CM System Designs. Their software has exceeded our expectations, and they have been an absolute pleasure to work with.

We would highly recommend them to anyone in need of top-quality software development and support services.

Peter O'Connell CNM Head of Marketing

Service: Bespoke CRM

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