Hand it over

Work

Services

About

Notes

Hand it over

All work

Coursewell

Online courses

CRM clean-up

Duplicates merged and gaps filled every night, so each email reaches the right person.

Yours

Ours

CRM agent: Jonah Mills’s three records merged into one

Merge duplicates

One student, three recordsMerged every night at 02:00

7 h

Merge duplicates

One student, three recordsMerged every night at 02:00

7 h

Merge duplicates

One student, three recordsMerged every night at 02:00

7 h

CRM agent: 1,204 countries, 386 companies and 512 courses filled in

Fill missing fields

Country, company, courseFilled from orders and forms

5 h

Fill missing fields

Country, company, courseFilled from orders and forms

5 h

Fill missing fields

Country, company, courseFilled from orders and forms

5 h

CRM agent: a student at module 4 of 6 tagged Halfway

Tag by progress

Who finished, who stalledTagged from lesson activity

5 h

Tag by progress

Who finished, who stalledTagged from lesson activity

5 h

Tag by progress

Who finished, who stalledTagged from lesson activity

5 h

Clean bounced emails

Typos and old addressesFixed or flagged before a send

4 h

Clean bounced emails

Typos and old addressesFixed or flagged before a send

4 h

Clean bounced emails

Typos and old addressesFixed or flagged before a send

4 h

A teacher reads his notes at a lamp-lit desk

Writing the next course

Outlines, lessons, late nightsStays with you

Writing the next course

Outlines, lessons, late nightsStays with you

Writing the next course

Outlines, lessons, late nightsStays with you

21 hours a week back

Duplicates merged and gaps filled every night, so each email reaches the right person.

369 records merged a week

Coursewell's nightly clean-up: two duplicate records merged into one

In their words

Our newsletter finally reaches the people who signed up for it, once.

Leah Brandt,

Head of marketing

Ours

369 records merged last week, and every email went to one person once.

The story

Coursewell runs online courses for practice managers. Their CRM held three records for many students, so newsletters went to old addresses or reached the same person twice.

The CRM agent merges duplicates every night at 02:00, fills missing fields from orders and forms, and tags students by how far they are through a course. It merges about 369 records a week and fixes typos before each send.