Keeping pace in today’s competitive certification market requires a streamlined workflow that delivers robust information internally and a seamless, user-friendly experience for applicants and certificants. Certification Dynamics integrates with testing providers, allows you to leverage a flexible application system, and automate workflows while also giving your staff access to the power of the Microsoft Dynamics 365 platform.
Give team members fingertip access to the whole picture — see all emails, phone calls, and open requests in a matter of seconds. You’ll boost customer confidence and satisfaction while making your team happy. Explore our unique modules below.
Cobalt has the most flexible certification application system on the market, allowing for complex requirements, processes, and fee structures out of the box. Our solution also offers automated eligibility, scheduling and result integration with most major testing providers, as well as an open platform for accommodating new providers or custom file structures.
Certification Dynamics can handle both simple annual renewals and cycle-based recertification. You will be able to allow certificants to enter continuing education and/or professional development activities using the included online portal functionality. You can even automate selecting a subset of applications for audit. Of course, if your recertification options include taking a test, we’ve got you covered there too.
Track prerequisite and continuing education requirements; set up webinars and multi-class courses; and create a query-based fee structure. Features include varied pricing for customer segments; event calendar with one-click access to class registration; upcoming classes page; customizeable registration form; waitlist with auto updates; and instructor profile management.
Manage meetings of all sizes — from massive trade shows to receptions. Features include customizable registration forms; an online calendar with permission-based views and one-click access to event registration; varied pricing for different customer segments; waitlist with auto updates; group registrations with a single transaction; and registration cancellation with date-driven fees.
Let your customers subscribe to your newsletter, blog, or magazine; or set up paid access to areas of your existing website using our single sign-on capabilities. Features include query-based subscription fees; online subscriber management; management of print, email, or web-based subscriptions; and ability to conduct marketing campaigns with subscriber lists.
With the dashboards feature, you can easily see your membership census, pending renewals, member retention, financials, and more. You can create your own charts, lists, and dashboards or use our pre-built dashboards. The robust data provided by Membership Dynamics lets you create detailed reports that are easily modified and updated.
E-commerce functionality is tied to our meeting, education, and subscription modules. You’ll be able to process credit card payments and refunds in real time, both from the CRM and the customer portal; manage tax and shipping; schedule payments; set up a complete online store; and complete bulk processing of payments.
Our accounting module integrates with most commercial financial management software and includes the ability to map existing general ledger accounts to Dynamics 365. You’ll also be able to tailor reports for revenue and accounts receivables insight; manage deferred revenue recognition; and track tax, shipping, and discounts.
Get a 360 degree view of everything your customer is doing in an easy to consume format. You’ll be able to track customer engagement, total customer spend, and formulate engagement scores with parameters you designate.