Bringing Together CRM And Student Management System

In the education industry, it’s not always easy to incorporate the applications in used to work for your business model. We have seen many situations where there is a need to bring together both the CRM (Customer Relationship Management) and SMS (Student Management System) applications. The following scenario can be quite common in the industry which includes Registered Training Organisations (RTO):

  • there is one side to the business that allows you to track the sales pipeline on the number of students
  • there is one side to the business that allows you to report on enrolled students and compliance requirements


The solution we have implemented ensures that:

  • the information within both applications are available to one another
  • data flow automation between both applications
  • extensive reporting coverage


If you would like to know more about how you can seamlessly connect your CRM application (i.e. Salesforce) and your student management system (i.e. JobReady), check out our latest case study addition on our website!