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Better understanding drivers for employer engagement through an innovative approach to relationship management

Lead Institution: Petroc College

This is a sub-project of Progressing from labour market intelligence to HE level provision that is well supported by employers

Project Outputs > CRM System Guide

The document below gives some background information and a brief guide to Petroc's bespoke CRM system. 

The CRM system tracks the customer’s journey from initial enquiry stage to enrolment stage. This includes internal and external referrals, and a record is made of the status of the enquiry at any point.  Automatic emails to people are generated as “actions” which are logged and monitored for timely response(48 Hours).

An integral part of the CRM system is the organisational database that lists all the companies the College has been in contact with over a 4 year period, regardless of whether they have engaged with the company or not. 

CRM System Guide

Staff involved

Cerian Ayres
Project lead, Petroc College