CRM: Student Administration Main Page

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There are 2 ways you can manage customer relationships, sales and marketing:

  1. Wisenet CRMCustomer Relationship Management and SugarCRM
    Wisenet CRMCustomer Relationship Management is powered by SugarCRM , the world's leading provider of open source customer relationship management (CRMCustomer Relationship Management) software. Over 7,000 customers and more than half a million users rely on SugarCRM to execute marketing programs, grow sales, retain customers and create custom business applications.
    SugarCRM and Wisenet work together so that you can manage opportunities in CRMCustomer Relationship Management and then convert a closed sale into an enrolment in Wisenet without rekeying data. See Wise.NET Integration Platform
  2. Wisenet Student Administration CRMCustomer Relationship Management
    The Wisenet CRMCustomer Relationship Management tool available in the Wisenet Student Administration System provides basic CRMCustomer Relationship Management functionality. You can use this tool to help track business leads for your RTO(AUS) Registered Training Organisation through creating of Opportunities.
    An Opportunity can be assigned to an Owner (Wisenet flagged Staff Member) and recorded against either a ClientIn Wise.NET a client is a student, trainee or apprentice or Workplace. The system will allow you to search for an existing ClientIn Wise.NET a client is a student, trainee or apprentice/Workplace or generate a new record.

Wisenet Student Administration CRMCustomer Relationship Management

Getting started Setup Overview Common Tasks Reports

CRM: Introducing CRM

CRM: Customise your CRM fields

CRM: Add, view & update Opportunity Checklists

CRM: Create your CRM Sales Staff/Owners

CRM: Add a new opportunity/client/workplace

CRM: Enter, view & search Opportunity detail

Logbook: Add a File Note

CRM: View / Update Opportunities against records

QReports: Customer Relationship Management

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