The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)

HSE requires TMS/CRM that meets the following requirements: System/user functionality • Sales pipeline, enquiry and lead tracking functionality. • Course management list providing users with a view of course title, date(s), locations and uptake. • Option to add custom fields to courses and products (e.g. category/ies, course owner, related task tracking etc). • Ability to assign courses, leads and enquiries to users and create user-based task lists. • Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information. • Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc. • Multiple payment method options (i.e. credit / debit card and invoicing), with the requirement to upload documents as part of the booking process (i.e. copies of purchase orders for invoice payments). • Ability to process an unlimited number of courses, delegates and client records. • Ability to assign different levels of user permission / access, including viewing courses of specific categories, read-only access etc. • Automated communications including booking confirmations / receipts, joining instructions and follow up emails.

HSE must be able to customise and add new templates for different courses and activities. • Option to manually communicate en masse with delegates and clients by course or type, by email and/or SMS. • Automatic generation of delegate certificates for batch printing and/or emailing, using HSE's own certificate template(s). • Ability to bulk upload / import customer and client records into the solution. • Ability to extract / export / download all data from the solution at any time into a commonly readable format (e.g.

CSV, XLS etc). • The following self-service reporting functionality... o Standard / pre-built reports - including but not limited to course viability, delegate attendance, registration documents, financial performance, sales pipeline, customer information. o Custom reports - customisable query fields including finance, invoicing, delegate and customer information, and custom fields such as customer type and course category. o Reports exportable in formats such as XLS, CSV etc. o Optional integration with HSE data reporting and visualiastion platforms (i.e.

Microsoft PowerBI)