Graduation operation · Graduation CRM
A generic CRM was designed to sell to one person at one company. Graduations are sold to a class that does not exist yet, decided by a committee that changes hands before the class graduates, at a price that depends on how many graduates enroll. The Partiu Formatura CRM was born in this cycle: it projects the class, locks stages without requirements, versions the committee, locks the proposal with a hash and follows each graduate all the way to payment.
The problem and the fix
If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.
The class only shows up in the CRM when someone from the committee calls, and by then the competitor is already there.
The Class Radar projects the class from the course, its duration and the intake period, calculates commencement and the ideal outreach date, and ranks the queue by attractiveness.
The deal is marked as "proposal" without anyone knowing who decides on the committee.
The stage gate refuses to advance and shows what is missing: a committee with three members, roles, quorum and a completed influence matrix before moving on.
The committee president changes and the sales rep loses a relationship that took months to build.
The committee composition is versioned, with end-of-term alerts and a handover with dossier, checklist and approval from the incoming members.
The committee says the agreed proposal was different, and there is no way to prove it.
The proposal is locked with a hash when sent, the timeline only accepts additions with chained hashes and the contract is only generated if the content still matches the accepted proposal.
The contract was signed and the target was celebrated, but half the class never enrolled.
The graduate funnel follows each student until they pay, and the barometer projects whether the class will reach the enrollment level that sustains the price.
The class lost to a competitor disappears from the database and no one ever goes back to it.
The loss records the competitor, reason and amount, and schedules the date to approach the committee's next term.
In practice
Everyday situations at graduation companies, from the problem to the result, using the modules on this page.
A university's medical school classes were always closed by another company that got there first.
The Radar projected the classes from upcoming intakes and put each one in the queue on its ideal outreach date, with the attractiveness score at the top.
The sales rep made first contact before the committee was formed and guided its formation.
Midway through the negotiation, the committee was renewed and the new president knew nothing about what had been agreed.
The term handover generated the inheritance dossier, the new committee version was recorded with the influence matrix and the new members gave their approval.
The deal continued from the stage it was in, with the history of decisions and proposals available to both sides.
The committee asked for an 18% discount, citing a competitor's proposal.
The request went through the approval levels with justification and competitor informed, the new version was compared with the previous one showing the impact per graduate and the committee ran simulations through the link.
Leadership approved a smaller tier, the committee saw the price per enrollment without seeing costs and decided at the assembly.
The class had a signed contract, but enrollment was far from the tier that sustained the price.
The barometer showed that at the current pace the class would not reach the target and listed the graduates stuck at interested and simulated.
A campaign aimed at those stages recovered enrollment before the tier closed.
How it works
Every step is a real module, and what comes out of one goes into the next without anyone typing it again.
Module by module
7 modules and 35 features on this page, all running on the same class, graduate and event records.
The class in the funnel before any contact exists.
The real stages of the sale, with locks and deadline enforcement.
Who decides and who supports, term after term.
What was sent does not change, and the committee simulates on its own.
The negotiation history with evidentiary value.
From signed contract to paying graduate.
Who you are competing against, who serves each account and proven visits.
Compare the modules and choose the setup that fits your operation.