Blue Sky - education solutions for Blue Chip educators across the World. Including embedded CRM functionality

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2 Blue Sky - education solutions for Blue Chip educators across the World Including embedded CRM functionality

3 1. Contact and Company data management 2. Alerts and Calendars 3. Enquiry management 4. Tasks management 5. Correspondence management 6. integration 7. Reporting 8. Campaign management 9. Opportunity management 10. Workflow processes 11. Integrated lead generation

4 1. Contact and Company data management i. Manage all aspects of the person and company record incl. lifecycle status (enquirer, applicant, student, alumnus) ii. Manage relationships, eg: student-to-agent or student-to-student or student-to-parent ii. Manage all discussions and correspondence iii. Set preferred contact method iv. Track work history v. Create custom attributes vi. Show a synopsis on key info vii. Avoid duplicates with duplicate check viii. Manage many applications, enrolments, etc, over time with the same record

5 2. Alerts and calendars i. Send alerts as reminders ii. Relate alerts as time-based prompts for groups and other staff iii. Use escalation procedures for follow-up of recipients iv. Set campus calendar entries to flag reporting and other dates v. Adjust calendar entries by user type and level

6 3. Enquiry management i. Track detailed info on enquirer ii. Manage many enquiries against individual iii. Relate to course iv. Rank enquiry v. Create custom referral lists and relate to enquiry vi. Report on custom referral lists vii. Manage enquiry status viii. Track by operator

7 4. Task management (in v5.1 and Blue Sky 1.1) i. Workflows status of enquirer ii. Drill down from dash to enquirer iii. Simplify calling and integrate with Skype for CTI to pop call on number mouse click iv. Order by inquiry date v. Order by status, etc. Title Person / Company Status Phone Priority Created Due Fly Out Edit Call Enquirer Jimbo Jones Unassigned y Low 7/06/2011 7/06/2011 Fly Out Edit Call Student Jane Doe Unassigned High 6/06/ /06/2011 Fly Out Edit Person Jimbo Jones Unassigned Medium 6/06/ /06/2011 Fly Out Edit Contact Marketing Agent X Unassigned Low 3/06/ /06/2011 Fly Out Edit Call Enquirer Charlie Wigham Assigned (Gill Smith) 3249 High 1/06/2011 6/06/2011 Fly Out Edit Call Enquirer Superman Assigned (Gill Smith) High 1/06/2011 6/06/2011 Fly Out

8 5. Correspondence management i. Create templates using tags ii. Send templates to one or many iii. Automate template send on inquiry, on application, on enrolment, etc iv. Schedule correspondence to send periodically v. Build distribution lists of people statically vi. Build distribution lists of people by slice and dice using query builder vii. Send to or sms viii. Identify messages sent / not sent ix. Record all correspondence against entity Diagram on following slide

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10 6. integration i. Includes Outlook plug in ii. Click plug in to promote from outlook to Solution iii. Looks at address and resolves to record accordingly iv. Single record of all correspondence held in Solution v. Create correspondence templates vi. Send mass s to your contacts

11 7. Reporting i. Create reports on all CRM related data ii. Slice and dice on referral sources, enquiry rates, etc iii. KPIs by operator iv. Conversion ratios from enquiry to application, from application to enrolment, etc v. Forecast revenue by enquiry pipeline vi. Review outstanding fees historical evolution vii. Compare agent generated vs direct sales revenue and student profitability viii. Average student weeks sold by agent / distribution channel Diagram on following slide

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13 8. Campaign management i. Create a campaign ii. iii. iv. Identify a budget Keep track of owners, notes, etc Track advertising / marketing activity v. Measure campaign ROI : Link from advertising / marketing activity to enquiry via referral source

14 9. Opportunity management i. Identify opportunities as a stand-alone object in the Solution ii. Link to one or more companies in the Solution and see link from both sides iii. Create tasks and activities iv. Identify a status and percentage change v. Identify a monetary value for the sale and create a pipeline using weighting vi. Link to an offering, etc vii. Report on all key data

15 10. Workflow processes i. Trigger follow-ups ii. Update records based on outcomes iii. Automate follow-ups (e.g. at application, at enrolment, at graduation, etc) iv. See workflow over time v. Create multi-step workflows

16 Blue Sky has a solution for you; no matter what the size of your institute, school, college, polytechnic or university Blue Sky underpins the success of your institute through integrated CRM.

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