Features
Register
Give learners the e-commerce experience they expect: a delightful, mobile friendly & frictionless experience
Mobile Friendly
Responsive technology provides "A3 virtual access": anywhere, anytime, any device or operating system
Registration Administration
Assess and assign registrants to groups (classrooms, Corporate groups, etc.) with mass check-in/check-out, attendance, incident reporting and tracking
Control Eligibility
Manage course capacity through robust reservation policies such as regular, overbooking, or waitlists with optional prerequisite rules
Payment
Cash flow is always critical. Your offerings may be complex, but getting paid should be the easy part
Payment Management
PCI compliant integrated payment processing with learner managed options of CC’s, ACH or account credits
Reporting
Forecast revenues via reports and dashboards and get immediate visibility with a fully integrated subledger
Flexible Pricing
Cater to learners, alumni and corporate partner with configurable discounts and promo pricing
Billing Options
Provide the flexibility of payment splitting, third party billing and payment arrangements while utilizing customized GAAP revenue recognition models
Report
Real time dashboards with out of the box operational reporting for actionable data insights
Real-time Insights
Gain instant visibility, empowering agile decision-making with up-to-the-minute sales data for enhanced responsiveness and adaptability
Real-time Data Visualization
Engage users with visually intuitive charts, simplifying complex data for quick comprehension, ensuring informed actions and strategic clarity
Drag-and-Drop Customization
Tailor reports and dashboards to user specifics, enhancing efficiency and providing a personalized experience, focused on relevant metrics
Deliver
Integrate learning experiences to LMS or credential platforms through industry leading open APIs
Seamless Data Synchronization
Salesforce's robust API infrastructure allow for extensive integration capabilities
Centralized Learning Experience
Provide learners a user-friendly hub for accessing courses and resources from one place
Automated Course Enrollment and Reporting
Keep course and enrollment information synchronized across the LMS and SIS for better collaboration and reporting
Engage
Market to prospective Learners and track them through browse and registration
Efficient
Save time with automated workflows for follow-ups and drip campaigns to nurture leads
Personalized
Integrate CRM data for a tailored and targeted customer communication experience
Tailored
Consistent branding using customizable templates and dynamic merge fields for personalized messages
Smart
Monitor email performance with tracking and analytics, gain insights to optimize marketing strategies
Certify
Keep Learners engaged while managing micro-credentials to the completion of a certification
Learner Journey
Personalized learning pathways showing relevant courses needed to complete certification
Automated tracking
Track and store student information: learner progress (eg. certificates), completion (eg. badges), and achievement (eg. Hours, CEU’s)
Micro-credentials
Integrate with digital badging (Credly or Accredible) to quickly and easily design and issue Digital Badges
Social Sharing
Harness your learners’ social platforms as they share their badge accomplishments with employers and friends
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Automate
Why do the heavy lifting when your software can do it for you?
Workflow Automation
Salesforce allows you to automate repetitive manual tasks and actions based on predefined triggers and criteria
Process Builder
Easily create complex automated workflows using a simple drag-and-drop interface for efficient process management
Approval Processes
Automate approval workflows with customizable criteria, ensuring consistent and streamlined decision-making across your organization
Partner
Manage all aspects of your Corporate Partnerships in one place
Lead & Opportunity Management
Track sales opportunities through pipeline stages to gain insight on revenue projections and facilitate strategic decision making
Account & Contact Management
Manage all Accounts, Contacts and Activities to streamline customer communication and ensure proper follow-up
Corporate Registration
Allow for bulk registrations and purchase with special pricing/discounts by course, role, program or company
Student Portal
Give your staff back time while students can get their own quick answers
Registration
Drop/transfers requests, unsigned waivers and self-registration for your students allows you to minimize staff time
Program Planning
Give learners a view to their current schedules and required courses still needed for certification
Transparency
Access all account and financial information while viewing historical and upcoming transactions
Youth Camps
Manage the complexity and liability while super-serving the next generation of learners
Risk Mitigation
Efficiently check-in/out and while capturing and updating key information like authorized pickups, medical/special needs and communication preferences
Households
Family accounts that support parent registering a child, combined financials for the family and ways to handle multiple emergency contacts and divorced families
Visibility
See all camps in a single database or drill into all interactions, transactions and registrations in a unified view at the Contact and Household level
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Security
It's all about Trust
Control
Control security access to features, objects and individual fields with highly configurable Profiles, Permissions and Field Level Security
Authentication
Configure your authentication via single sign-on (SSO) or identity management (IDM) system. And for an added layer of security, a method of multi-factor authentication (MFA) is required
Access
SOC 2 compliance, robust access controls, data encryption, network monitoring, incident response protocols, vulnerability assessments, and audits to ensure the protection, confidentiality, integrity, and availability of sensitive data and systems
It's Salesforce
the world’s leading CRM platform is all about Trust: https://trust.salesforce.com
A technology that delivers on your needs
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