CourseCRM Overview

What is CourseCRM?

CourseCRM is the name of a set of integration modules designed to connect a Learning Management System (LMS) such as Moodle or Totara, to a CRM such as SugarCRM, SuiteCRM or Salesforce.

The CourseCRM modules enable a flow of data from the LMS, as well as from your ecommerce store or lead forms on your website - straight into your chosen CRM system.

By aggregating lead, contact and sales information with learner activity data, CourseCRM is able to provide extensive reporting and analytical data as well as feature rich learner communications and marketing.

What can I do with CourseCRM?

Automatically create Contacts and Accounts in the CRM from the LMS.

Custom 'Learner' modules in the CRM store learner activity data.

Query learner activity data from within the CRM and send individual or batch communications.

Learner access data is automatically sent to the CRM. Email all non-attenders, for example.

LMS grade data is automatically sent to the CRM. Easily identify failing students, for example.

LMS certificate data is automatically available in the CRM. Manage storage, archival and certificate renewals.

Connect web-based lead forms. Reconcile prospects (leads) with registered learners (contacts).

Connect ecommerce. Analyse which sale a learner originated from and their activity to date.

Highly extensible. All manner of custom builds, integrations and reports possible.

Build custom reports - report on any data within the CRM that has been extracted from LMS.

Build custom workflows - automate key tasks.

Maintain Calendars, Meetings, Calls, Tasks and Notes and other normal CRM capabilities.

Benefits

Course CRM

Track sales activities
Import LMS Data
Connect With Students
Analyse Your Data
Create productive automated workflows
Extend the CRM and LMS solution

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CourseCRM with SuiteCRM

We can provide a hosted SuiteCRM instance complete with pre-installed CourseCRM modules to enable fast and efficient integration with your LMS.

Improve Operational Efficiency

Managing your learners' information and progress through their courses becomes so much more efficient with CourseCRM & SuiteCRM. Access activity data, grades, completion statistics and tutor feedback all from within the CRM. Report across courses or by learner.

Data Aggregation And Analytics

Aggregate all your critical business data into one central application. Import LMS, ecommerce, website and social media data into SuiteCRM. Suite's configurable intelligence panes, reporting, and dashboards will then provide you with real time information about your leads, sales and learner activity.

Targeted Communications

All sales order data as well as learner information is available in the CRM. Send out custom marketing messages pertinent to a contact's purchase history, or support messages based on their level of achievement. Incorporate and track lead data from web forms, social media channels, and other sources.

Use SuiteCRM’s sophisticated ‘Campaign’ capability to manage your marketing campaigns over time. Measure email opens, link tracking and view Return on Investment (ROI) information, as well as manage newsletter subscriptions and readership.

Sales Opportunities And Social Selling

Leverage social media to connect with customers like never before. SuiteCRM has been developed with social media built in so you can reach out and engage with your prospective learners wherever they are. Track key selling opportunities across social sites and respond directly from your CRM system.

Embed lead prospect forms and links directly onto your social media sites to push a prospect’s data directly into the CRM as a ‘Lead’. Convert Leads to Contacts as sales result – track a contact through the entire sales cycle.

Find Out More

We can offer a full webinar demo of our SugarCRM / LMS integrations.