"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