E-learning traders capture application leads and scores in CRM
E-learning traders capture application leads and scores in CRM
Traders reviewing Expert Trader applications miss form submissions, costing enrollments. It logs applicant emails and survey scores to CRM so admissions can prioritize outreach.
Overview
Missing applicant submissions can derail your enrollment pipeline for the Expert Trader program. This workflow guarantees every applicant and their survey score is recorded in the CRM so admissions and marketing can prioritize outreach and personalize follow-up, reducing the risk of prospects slipping through the cracks.
Notable Features
- Create CRM contact for each applicant
- Map survey score to contact
- Notify admissions via preferred channel