Are you in the Higher Education sector and struggling with outdated CRMs, manual processes, poor document control, and unclean/unsecure data?Hello, I'm Simon Farley, Director and Consultant at InfoPad Ltd. With over two decades in the tech industry, I've leveraged CRM systems to solve numerous business challenges. My work at InfoPad, particularly in higher education, highlights our commitment to driving CRM adoption, engagement, and business improvement.WHAT DO WE DO?At InfoPad, we specialise in establishing Dynamics CRM Centres of Expertise (CoE), implementing Dynamics CRM systems, and offering ongoing training and support. Our approach enhances CRM capabilities, ensuring your institution benefits from improved engagement and streamlined operations.CASE STUDY: UELAs a Dynamics consultant and director at InfoPad, I collaborated with the Senior CRM Channel Manager at UEL to:Reinforce the CoE concept and recruit a dedicated team.Create a roadmap and oversee initial operations before appointing a permanent CoE Manager.Key Achievements:Team Collaboration: Worked with 30 CRM user teams to address developments, data fixes, and training needs. Initially acted as a developer, later coaching new recruits.Marketing Transition: Facilitated the shift from Outbound to Real-Time Marketing, enhancing UEL's student communication.Team Leadership: Managed CRM Officers, data specialists, developers, and a digital trainer, focusing on student recruitment and experience.Stakeholder Engagement: Maintained strong relationships with Microsoft account managers, sharing CRM experiences across a university network.HOW DO WE WORK?Tailored Solutions: We design and implement customised Dynamics CRM systems that streamline processes and improve collaboration.Data Security and GDPR Compliance: We ensure your data is clean, secure, and GDPR-compliant.Software Adoption and Training: We provide training and ongoing support, ensuring your team is confident in managing your CRM system.Migration and Implementation: We make the process efficient, cost-effective, and smooth.YOUR OUTCOMES:With InfoPad, you can expect:Increased productivity through streamlined processes.Cost savings from efficient operations.Improved collaboration across departments.Enhanced security and compliance.Automated processes reducing manual workload.Better visibility of key metrics.Connect with me on LinkedIn, and let’s start the conversation on how we can elevate your institution’s efficiency and effectiveness.