List of ClearCourse Trillium Customers
London, EC2V 6DN,
United Kingdom
Since 2010, our global team of researchers has been studying ClearCourse Trillium customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ClearCourse Trillium for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ClearCourse Trillium for CRM include: Royal College of Physicians, a United Kingdom based Education organisation with 414 employees and revenues of $60.0 million, The Law Society, a United Kingdom based Professional Services organisation with 400 employees and revenues of $50.0 million, Association Of Optometrists, a United Kingdom based Healthcare organisation with 53 employees and revenues of $11.5 million and many others.
Contact us if you need a completed and verified list of companies using ClearCourse Trillium, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ClearCourse Trillium customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Association Of Optometrists | Healthcare | 53 | $12M | United Kingdom | ClearCourse | ClearCourse Trillium | CRM | 2017 | n/a |
In 2017 the Association Of Optometrists implemented ClearCourse Trillium as its CRM to centralize member services and digital engagement. The deployment consolidated three separate websites into a single integrated site, and delivered a personalised My AOP area plus CPD tracking to improve member engagement.
The ClearCourse Trillium implementation delivered core CRM capabilities oriented around a personalised member portal, continuous CPD tracking, and unified member records to support membership administration and communications. Configuration work focused on surfacing individual CPD status and personalised content in the My AOP area, and aligning profile, event and continuing education activity with the central CRM data model.
Operational coverage emphasized membership services, CPD administration and digital communications within the Association Of Optometrists. Trillium published the case study and references a technology stack that includes Microsoft Dynamics 365 among Trillium technologies, while the case study does not explicitly name the specific CRM platform used for this engagement. Governance changes aligned website content workflows and membership processes to the centralized CRM, enabling a single source of truth for member interactions.
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Royal College of Physicians | Education | 414 | $60M | United Kingdom | ClearCourse | ClearCourse Trillium | CRM | 2016 | n/a |
In 2016, Royal College of Physicians implemented ClearCourse Trillium, a donor-focused CRM in the CRM category built on Microsoft Dynamics 365 to support its fundraising operations in the United Kingdom. The deployment established a single view of donors and centralised donor data for fundraising and CRM teams across the organisation.
ClearCourse Trillium was configured with donor management capabilities, online donation workflow orchestration, and automated pledge and donation processing to standardise fundraising workflows and capture transaction-level data directly into constituent records. Configuration emphasized CRM functions for gift processing automation, constituent record consolidation, and fundraising-aligned reporting structures.
The implementation integrated online donation workflows to provide end-to-end processing from donor transaction to CRM record, producing unified donor profiles used for segmentation and stewardship workflows within the RCP fundraising function. Operational coverage focused on fundraising and CRM business functions in the UK, with the application serving as the primary system for donor operations.
Governance and data handling were configured to support GDPR compliance alongside centralised reporting. The project case study highlights outcomes including centralised reporting, GDPR alignment, forecastable revenue visibility, and time savings from automated pledge and donation processing after the ClearCourse Trillium deployment.
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The Law Society | Professional Services | 400 | $50M | United Kingdom | ClearCourse | ClearCourse Trillium | CRM | 2015 | n/a |
In 2015 The Law Society engaged ClearCourse Trillium to deliver a CRM implementation, commissioning ClearCourse Trillium CRM and associated digital consultancy to modernize member engagement and transactional workflows. The engagement is cited as a digital transformation and CRM project for the professional body, driven by ClearCourse Trillium's CRM capabilities.
The implementation centered on core CRM capabilities typical for the CRM category, including centralized contact and membership management, case and inquiry tracking, workflow automation for member lifecycle events, activity and interaction logging, and operational reporting. Configuration work emphasized membership data models, role based access for professional services staff, and automation of routine member communications and service requests.
Operational scope covered membership services, member support and professional conduct functions, using ClearCourse Trillium CRM to consolidate member records and standardize service workflows across those business functions. The engagement aligned CRM functionality with the Society's digital channels and member facing touchpoints to improve case routing and record consistency.
Governance combined digital consultancy with CRM configuration governance, including data model alignment, process definition for membership lifecycle management, and staged rollout to member services teams. The project is described in ClearCourse communications as a delivered digital transformation and CRM engagement for The Law Society.
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