• Organize and plan your advice and increase the quality of the business

  • Manage the deadlines of the certificates
    and plan the renewal of your customers

  • Design and Plan a successful training of your customers

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UP!CRM 3C


Courses, Consulting, Certifications

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UP!Userportal CRM 3C is the vertical solution built for enterprises working in the field of services related to consulting, training and certification for enterprises and organizations. With particular attention to the industry of corporate security, UP! 3C CRM organizes and plans all the activities and necessary resources for the management of training courses and their resulting documentation of certification according to the various standards (for example: Guidelines UNI - POS and standard ILO-OSH-2001).

  • PLANNING!
  • AUTOMATIZED GENERATION OF DOCUMENTS!
  • MANAGEMENT COURSES AND REGISTRATION!
  • MARKETING!
  • MANAGEMENT CERTIFICATION!
  • ... AND MUCH MORE!

UP! 3C is the engine CRM to manage the training and consultancy of your enterprise. Born through experience and collaboration with our customers, the solution provides complete management of all the needs arising from the planning, management and organization of training activities and resources involved in them. UP! 3C CRM allows you to track the progression of the certification processes and the simultaneous preparation of subsequent certificates and conformity in accordance with the various industry standards. Moreover, what concerns the management of the activities of the organization, specific contracts will ensure the constant monitoring of progress and compliance with the agreed deadlines.

TO EACH JOB HIS DETAILS

SCHEDULE OF CLASSES:
Each course offered by your company will have a specific encoding and age in which it will be possible to associate every detail of information that allows to properly manage schedules:
  • Pre-registration;
  • Verification of entries;
  • Control of the regular attendance of members;
  • Control the outcome of reviews by the end of the course;
  • Automatized printing of certificates made out.
TEACHERS, CONSULTANTS AND TRAINERS:
Every resource is dedicated to a specific registry which is able to be associate and engaged in the training and in the planning of activities.

MANAGEMENT of DEADLINES and RENEWALS:
Thanks to the management of the deadlines of courses and certifications, you can automatize the process of pre-registration of the resources of your client, offering a more efficient and proactive service. A higher quality and loyalty of your customer base.
CONSULTANCY AND SERVICES:
Every business consulting or coaching service provides a specific process by which you can manage business opportunity with specific processes. With the integration of UP! ERP, foreseen there are also all the related accounting records.

  • Sales management

    Sales management

    SFA CRM tools to manage your sales teams and negotiations.
  • Structured Information

    Structured Information

    Specific data of your enterprise help you to manage the necessary information.
  • Integrable with QlikView

    Integrable with QlikView

    Accessing, analyzing and capturing data from multiple sources .
  • Monitoring deadlines

    Monitoring deadlines

    UP!CRM 3C monitors for you deadlines of certifications and courses.
  • Job  accounting

    Job
    accounting

    Progress control orders
    that can be integrated
    with ERP.
  •  Generation of the documentation

    Generation of the documentation

    The document editor will create documents for your clients documentation and the certificates.
  • Tool dedicated to professional

    Tool dedicated to professional

    Management of personal data specific to the training activities of professional bodies.
  •  Increase Profitability and Business

    Increase Profitability and Business

    UP! 3C CRM helps you to create and deliver new services, consultancy and certification.
  • Optimization of organizational processes

    Optimization of organizational processes

    Deadlines, resources, courses, participants, documentation and other resources are managed and planned.
  • Courses  management

    Courses
    management

    Check all your deadlines and requirements to effectively manage courses and certification renewal.
  • Pre-enrolment management

    Pre-enrolment management

    Plan proactively the customer subscriptions to your courses.
  • Management of UP! integration

    Management of UP! integration

    UP!CRM 3C also offers integration with UP!ERP for the management of the enterprise accounts.
  • UP!CRM for iPad
  • Multibrowser
  • Take care of your customers
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Mobility & Style

Apple iOS

Dedicated App

UP!CRM is also iPad. Thanks to the app specifically designed for the iOS environment, you may access on and off line to the data of your customers with all the benefits offered by the Apple tablet.

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Independence and Accessibility

Multiplatform

Adaptive

UP! Multibrowser and CRM is in fact independent of the operating system and the device used as the access site. Usability at the highest levels to access enterprise data of your customers with a single connection.

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Ticketing

Call Tracking

Customer Care

A quality Customer Care is the service most appreciated and instrumental to the loyalty of a customer. With UP! CRM you can follow every aspect of the ticket and their resolutions governing your resources efficiently. Everywhere.