CRM Extra brings industry-standard CRM to work based learning providers

ü  Easy to use shared resource-save cost and time by ‘streamlining your processes e.g. recruitment, vacancy matching, sourcing employers.

ü  Comprehensive applicant and employer information centrally stored-improve internal and external communications, no need to maintain several databases.

ü  Complete control of your entire learner recruitment process-from initial assessment of an applicant right through to matching them with a vacancy. See at a glance what recruitment stage an individual applicant or all current applicants have reached.

ü  Comprehensive management of Employer Engagement-identify the progress of Engagement, with our “stage” system.

ü  Full Contact History of applicant’s interviews, letters etc - can be automatically linked to an employer and vice versa- reducing input time.

ü  Ability to attach any type of electronic documents to Applicants and Employers details- reduce the worry of mislaying or losing important documents such as completed  employer Health and Safety assessments, learner eligibility checklist.

ü  Vacancy Matching-finesse and speed up your applicant matching process.

ü  MSN mapping– see at a glance the location of an applicant or employer

ü  Mail Merge / Print Labels-– merge live data to send bulk letters to both applicants and employers, a record is automatically saved to an applicant’s and/or employer’s details.

ü  Email Shot–merge live data and send bulk HTML emails – Outlook not required.

ü  Follow Ups Due screen- see at a glance follow ups due for Applicants and Employers.

ü  Preset reports and graphs available at the click of a button–e.g.  ‘in-house Interview Schedule’ or ‘Opportunity Report’ or in-depth analytical reports.

ü  Wide range of User Definable Fields–customise your reporting to meet your needs.

ü  Search Facility- search database with multiple criteria and advanced filters to find employers, applicants and vacancy details and together with the preset reports turn raw data into information. Essential for effective marketing, equality and diversity and quality assurance decisions.

ü  Report Writer–create bespoke reports e.g. invoices etc .

ü  Shared Calendar and To Do List–see at a glance where staff are, appointments due, what needs to be done etc Excellent for staff who need to book appointments for their colleagues as there is an optional link to Microsoft Outlook.

ü  Sales Opportunities– financial profiling

 o Opportunity Dashboard / Management Dashboard – Graphical reports

   o   Opportunity Overview – Compare / review opportunities by advisor

ü  Importing Facility– save time on initial installation - import data from existing Excel spreadsheets, Access databases etc. into the CRM Extra system

ü  Easily export Employer and Applicant details into Excel and other formats – for FrameUp users learner and employer details can be copied into FrameUp at the click of a button. This means that data entered once into CRM Extra populates the in-depth learner tracking system and is automatically used to generate the learner’s Individual Learner Plan.