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Assessio: Phase 2 - leverance: Delivery team needs & scope
Normal day to day scenarios
PTS:
Moodle lms system
- Goes into website
- Choose course on the certificates kalendar
- Manually needs to be created in crm
- Signs up in LMS today themselves ➝ does not have two factor today but they need
- Choose language
- They do 6-8 hours of training
- Do exam they need to pass in the system
- Automations that is sent ti them based on if they took the exam
- In person exam on site, they need to do it
- They get an invoice
SE + NO
Use EDAB LMS currently
The needs is to be more automated, but there is no connection between edab and upsales.
- Register on upsales form in website
- Do not sent to crm
- Create manually in edab & arranging the certification days
- Online training is taken
- In person training is taken
- Get invoice
The new way of working in HubSpot as Sunrise recommends:
- Customer fills out HubSpot form on website
- If customer exists in HubSpot, the submission is associated. If the contact does not exist it will create it automatically
- A deal is created in a delivery pipeline and put in closed won stage automatically
- The certificate is created in Zuora and invoiced automatically, based on information in HubSpot
- Welcome email is sent to the customer for LMS module
- Automation is sent from HubSpot until the customer completes certain modules
- Upon completing the automation stops and the customers profile in HubSpot is automatically updated with the certification they took
LMS recommendation that works out of the box with HubSpot
Here you get all you are asking for, except the more interactive learning experience with puzzles etc. There is also Certificates included
Page Layouts & Modules for Website Build
Customizable Brand Settings
On-Demand Courses
Customizable Course Listing Page
Membership-Based Access
In-Lesson Surveys
Course Quizzes
PDF Certifications
Course Custom Objects + Associations
User's Progress Tracking
Standard Student Dashboard
Student Experience Automation
Final Exams with Variable Settings