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Commercial Training

You provide outstanding training services. You have a comprehensive course catalogue that enables you to create opportunities for up-selling and cross selling. You hold information on your prospective learners and your previously trained learners, including attended training courses, examination results and industry certifications and qualifications which allow you to match your learners with existing courses and exams: who you immediately notify when courses and exams become updated or superseded. Your learners regard your training consultants as their Trusted Mentors and always contact them first when it comes to learning needs. With Microsoft Dynamics CRM 4.0 and Learner Relationship Management, the dream of continually harvesting your learner population becomes a reality.

Core Features of The System Include:

  • Hold learner-centric data including exams, courses, enquiries, enrolments, certification and qualifications.
  • Certifications: build a catalogue of certifications and hold the exam information against the certifications.When learners enquire on a certification, your sales staff are immediately aware of the necessary exams to attain the certification.
  • Exams: build a catalogue of examinations and hold the course information against the exams.When learners enquire on an exam, your sales staff have the necessary course information to hand—providing an informed sales process.
  • Courses: build a catalogue of courses for your training centre.Blended Learning: manage your blended learning courses and your distance learners in one place: no more spreadsheets and manual updates. Use CRM to build strong relationships with your distance learners.
  • Vouchers: the system provides you with the ability to manager vouchers that can be pre-paid in advance and then called off as training is required.
  • Enquiries: as learners make enquiries to your training centre, these enquiries are tracked by the CRM system. Enquiries from telephone, email and web are each handled in the same way—ensuring that your engagement with each customer is consistent.
  • Enrolments: learners are enrolled on your training courses and an attendance record maintained. Exam results and certifications gained are held against each learner on the system.
  • Course Scheduling: The next available course date is accessed literally at the click of a button and this features takes account of required equipment, room allocation and internal or external trainers availability.
  • Course Economics: The system allows you to define a set of rules against which you can assess the economics of whether to run a course or not.
  • ISO9000 and quality: Tthe system can be used as a Complaints Management system to complement your existing ISO9000 quality procedures.

Contact Crimson Consultants for further information or to book a demonstration.

 
 
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"The entire management of the Training Centre is now being handled by Microsoft CRM"

Mike Hughes, Managing Director, eAcademy

Microsoft Dynamics
 
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