"Inspiring Learning
Enriching Lives
Delivering Success"

Who are NPTC?

NPTC Group of Colleges has a proud history of delivering quality education for more than 170 years since its first college was established in 1843. The Group provides education and training to thousands of students across Wales via nine campuses and offers an extensive range of qualifications from A-Levels to a strong vocational portfolio of programs from Level One to Higher Diplomas and Degrees.

What have we been working on?

EngageCRM UK has been working with the Business Development Unit to deliver a dynamic CRM system for the team to centralise multiple data streams incoming Calls, Tasks, Proposals and Course Management.

The Business Development Unit is responsible for all incoming Calls into NPTC and they needed a simple to use system that would allow users to quickly log calls, set Tasks for staff in multiple departments.

Key Challenges Faced

Integrating multiple streams to centralise and store data

Inbound Enquiries and Task Management

Multiple Departments and users with different controlled access

Sales Pipeline and creating Proposals

Course Administration and attendee management

Email marketing, invites and surveys

Features Used

Website Enquiries

Following up on Enquiries faster!

4 custom forms for different areas
Automated Notifications and Reports
Enquiry conversion process 

Calls Integration

Keeping a log on conversations!

Inbound / Outbound Calls
Connected to telephone system*
Call Reporting and KPIs

Emails & Surveys

Automating emails and surveys!

Connected to Outlook
Email Templates
Bulk Email Campaigns & Survey Manager

Tasks

Making sure the job gets done!

Cross Department Tasks
Nominated User
Automated Notifications & Reports

Contact Management

Bring everything into one place!

Organisations and Contacts
Groups, lists and reports
Preferences and GDPR

Proposals / Quotes

 Grow and manage your sales!

Add Products & Services
Generate PDF
Sales Pipeline 

Learners

Student info and alumni history! 

Evidence and Documents
Attended Courses
Preferences and GDPR

Courses

Organise events and attendees!

Course Administration
Send Invites and log attendance
Send Course Surveys

Reports & Dashboards

Get to the information you need!

Unlimited reports for all modules
Scheduled reports by email
Advanced Dashboards - Grafana*

We have organised all our processes using the CRM system, having gone from utilising multiple spreadsheets into one central database with full support throughout.  

This has improved productivity, organisational processes and fundamentally our client relationships. 

 EngageCRM have helped us change every element of the Business Development Unit (BDU), from how we take a call, through to how we support our customers and now, the EngageCRM team have become an extension of the BDU.  

Thanks to all the team at EngageCRM, especially Taufique, Sam and Martin – you have made our job easier and saved us time. What more could we ask for! 

Jayne Jones

Business Development Manager

1,000+

Active Users

Across 37 Departments

20k+

Customer Interactions

Calls and enquires followed up

£300K

Growth in Sales

Over 12 months from implementation

8/10

Average user response

'Rate your overall experience with EngageCRM'
User Survey in 2021 

Key Benefits

360° Customer Journey

NPTC now have a full view of their different customers and a record of each interaction they have had throughout their journey

Course Attendance

Application process and notifications throughout have helped increase the course attendance!

Faster Response

Enquiries from learners, employers and more are being followed up faster than ever!

Growth in Sales

Recorded and logged proposals show an increase of over £300k in sales!

Try EngageCRM for free.

No credit card, no subscription, no risk.

Stay Connected

Tel: 01793 236246
Email: info@engagecrm.co.uk
Address: 1 Milton Road, Swindon, SN1 5JE

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