Case Study

UCEM - University

Dynamics 365 + Sharepoint

Background

University College of Estate Management (UCEM) is the premier provider of supported online education tailored for the Built Environment sector. The institution serves over 3,500 students across more than 100 countries, offering a variety of qualifications at postgraduate, undergraduate, and apprenticeship levels. Recognising the significance of employer-sponsored education, UCEM aims to build enduring business relationships both locally and globally. InfoPad’s Dynamics CRM has proven instrumental in facilitating, nurturing, and growing these vital connections.

Challenges

Sales and Marketing Alignment: UCEM faced challenges in maximising their sales and marketing opportunities across a broad spectrum of potential business partnerships.
Lack of Organised Framework: While the potential to ramp up revenue was clear, UCEM lacked an organised strategy and framework for delivering a cohesive sales and marketing message.
Inefficient Data Management: Managing and sharing customer and prospective student information was challenging, limiting the effectiveness of the sales and marketing efforts.
Limited Reporting Capabilities: Pre-CRM, the institution struggled with extracting actionable insights due to limited reporting functionalities.
Inadequate Lead Generation: UCEM needed a more effective way to generate and nurture leads from their existing student and alumni databases.

The Solution

InfoPad customised Dynamics CRM to align with UCEM’s unique operational needs. The system automates over 80 business processes, streamlining administrative tasks and improving efficiency. Advanced lead generation and email targeting functionalities have been implemented, including integration with DotMailer for robust email marketing. A unified customer view allows all staff to access a comprehensive history of customer interactions, significantly aiding in relationship management and problem-solving.

Outcomes

Revenue Growth: The new CRM system has been a key factor in driving increased revenue for UCEM.
Process Automation: Over 80 processes are now automated, resulting in time and cost savings.
Sophisticated Marketing Tools: Advanced lead generation and email targeting capabilities have been added.
Unified Customer View: All staff now have access to a complete history of each customer's interactions with UCEM.
Insightful Management Reports: Improved reporting features allow for a deeper understanding of market trends and revenue opportunities, guiding future strategy.

Testimonial

“The Dynamics CRM system is vital in supporting our sales and marketing activity with businesses; I cannot imagine building the relationships we have and achieving the increases in revenue that we have seen without this CRM. With InfoPad, you get to speak directly to the consultants and developers who build your system and provide the training. Their technical expertise is clear; they are a pleasure to work with.”

Meryl Bonser, Director of Enterprise Business Development, UCEM