CRM Software for Training Providers
Discover a CRM designed for training providers; run courses, nurture leads, and manage client relationships effortlessly.
Benefits of Dynamics 365 CRM for Training Providers
Are you struggling with disconnected systems, lengthy processes, and manual tasks? Our training provider CRM, helps solve all of these problems and more.
Features of Microsoft D365 for Training Providers
Explore some of the features that could be a part of your Dynamics 365 Training Provider CRM:
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Effortlessly manage every aspect of your course’s life cycle, both online and in-person, from planning and execution to post-go-live. Easily create courses, match instructors, track resources, monitor bookings, and more. Plus, it provides a user-friendly portal for delegates to browse and book courses.
Keep a clear record of every delegate with our Training Provider CRM. Easily access personal information, current course enrollments, expiration dates, transaction history, documents & and more, all in one place.
Easily manage and keep track of leads from various sources, such as websites, social media, or events, using Dynamics 365 for Training Providers. With advanced lead scoring capabilities seamlessly identify when leads are ready to be converted to opportunities, ensuring resources are allocated to the best possible places.
All in all, our solution allows you to keep track of clients from start to finish, providing them with the best possible experience and increasing conversion rates.
One of the challenges Training Providers face is a lack of business visibility. Within our Dynamics 365 Training Provider CRM, you are able to gain crucial business insights into the whole organisation, allowing you to identify underperforming courses, learners who need additional support, or areas of the sales process that need developing.
Effectively managing and segmenting your customer communications is vital for fostering strong relationships.
With Dynamics 365 for Training Providers, you can track and automate every step of the process, from initial joining instructions to booking confirmations and timely reminders. Moreover, create real-time customer journeys that deliver personalised communications depending on individual customer touchpoints.
The advanced marketing capabilities within our solution cover much more, including email templates, real-time communication tracking, and engagement reporting. These comprehensive capabilities not only save time and resources but enable you to create strong relationships that convert.
Our Training Provider CRM seamlessly integrates with finance software to track payments and automate the sending of invoices. This makes it easy to understand what payments have been made, what payments are outstanding and where reminders must be sent.
Store all templates regarding courses, emails, certifications, etc., within the resource hub, making it easy for employees to access them when needed.
Copilot in D365 for Training Providers
Copilot in Dynamics 365 provides AI support to boost productivity and efficiency across various departments. Here are a few benefits of Copilot for Training Providers:
- Faster Content Creation: Copilot assists training providers by quickly generating course descriptions, lesson outlines, and marketing content saving you both time and resources.
- Efficient Customer Communication: Maintain consistent and effective communications with Copilots recommendations on email responses, announcements and more.
- Automated Data Entry: Streamline data entry tasks, such as student enrollment, attendance records and assessment results. Ultimately saving time and minimising errors.
And so much more! Copilot is a valuable tool capable of transforming the way you run your organisation with integrated AI responses, recommendations and insights.
Ready to get started with D365 for Training Providers?
Speak to one of our experts to find out how we can support your CRM journey with Microsoft Dynamics 365 or download our comprehensive guide to learn more!
Book a callFAQ Training Provider CRM
As part of the Microsoft suite, D365 seamlessly integrates with other Microsoft applications such as:
- Outlook: The Microsoft Dynamics 365 App for Outlook seamlessly integrates these two systems, making it easy to track communications against specific client records.
- Power BI: Quickly pull together complex data in easy-to-read dashboards and reports
- Sharepoint: Store any relevant course documentation and training material within Sharepoint, which is then accessible within D365
- Power Automate: Create more advanced automation across your business with Power Automate and D365
D365 for Training Providers also integrates with a variety of other tools, that are not a part of the Microsoft ecosystem, for more details please speak to our technical team.
There are various CRM Solutions on the market, however, few consider the intricacies that training providers may need within their solutions.
At Pragmatiq, we work closely with you to understand your requirements and build a system that is customised to fit around your needs. This ensures that your solution will have the functionality you need, creating a great basis for growth and operational efficiency.
Our solutions’ prices depend on various factors, including the number of users, functionality needed, integrations, data volume and more. Get in touch with our team to find out more about the pricing for your Training Provider Solution
No, our solutions are tailored to fit around your unique needs and requirements and are then built on Dynamics 365. The above features are only examples of what the functionality within your system could look like.
Ready to implement your Training Provider CRM?
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