Designed specifically for the training industry, our Customer Relationship Management (CRM) solution provides training organisations with the tools to the run their business effectively; from the management of delegates, courses and instructors, to allocation of course literature, certifications, and much more.
Common challenges faced by Training Providers
Features of Microsoft Dynamics 365 for Training Providers
Define your courses
Schedule training courses, match trainers by skills and availability, track resources and monitor recurring bookings. Also allow delegates to search for training courses, book online and track progress through an online portal (optional).
Assign the date and time for each training course, set the course duration to automatically calculate end times, manage relevant certifications for each session and assign contacts with each course (speakers, trainer, etc).
Full view of delegate information
Being able to access all information in relation to delegates, in a timely manner is essential. Within Dynamics 365 you are able to monitor individual training courses, manage personal information, automatically calculate course expiry dates, add associated documents & certifications and assign a status against each record (interested, paid, attended, etc).
Integrate with finance software to track payments, generate and send invoices. Once paid, follow-up with joining instructions using an automated process within Dynamics 365.
Right message, right time
By managing delegate information within a system, you are able to track preferences and courses attended, or of interest. Specific marketing lists can then be generated for targeted marketing campaigns, ensuring that you are maximising opportunities to engage with existing clients and potential prospects.
Gain insights into your organisation
One of the challenges Training Providers face, is a lack of business visibility. Within Dynamics 365, you are able to gain crucial business insights into the whole organisation, allowing you to identify under-performing courses, learners who need additional support, or areas of the sales process which need developing.
Benefits of Microsoft Dynamics 365 for Training Providers
What our clients say...view case studies
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“Pragmatiq each project with an open mind and a desire to find the most logical and cost-effective solutions. Along with their product knowledge and attention to detail, we are confident that our system is in safe hands.”
“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive.”
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.”
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
Request a Callback
"*" indicates required fields