4. Requirements4.6 CRM & sales
CRM & Sales Management
Consult-led SOQ funnel — web/WhatsApp/walk-in/Privyr -> funded enrolment.
Purpose
Pre-enrolment sales matching SOQ’s consult-heavy GTM. Baseline: Attachment A 4.
Lead sources (live)
| Source | Fields / notes |
|---|---|
| Website form | Name - Contact - Email - Course - Message - Individual/Corporate - PDPA - captcha |
| +65 8718 2308 floating chat | |
| Phone / walk-in | +65 6996 3383 - International Plaza |
| Privyr | Confirm export at discovery |
| Corporate page | Custom training enquiry |
Pipeline
Enquiry -> qualified (funding check) -> application/enrol handoff -> TMS owns post-enrol.
| Capability | Note |
|---|---|
| Assignment | Course consultants |
| Funding tags | MCES - Baseline - SFC - UTAP - SFEC - full-fee foreign |
| Commission | From actual payments; clawback on refund |
| Dual CTA | Keep Talk to advisor beside self-serve register |