CRM for training SMEs made simple

SMEs in the training industry are facing challenges

After endless research, we have identified the key issues that SMEs in the training industry most commonly face. These are the types of issue that your SME customers might experience:

  • Reports which lack information
  • Complex organisational task lists
  • Inefficient manual processes
  • Poor external and internal communication

Dynamics GO: Training utilises the power of Microsoft Dynamics 365 to easily manage your entire business. Here’s how it makes SMEs’ issues a thing of the past:

Receive detailed and accurate data

Set task reminders to manage timetables, plan lessons and organise training materials

Automating previously long and tedious repetitive tasks

Easily communicate with customers and staff

Get in touch today to find out how Dynamics GO: Training can revolutionise your business

It can bring huge benefits for your customers and more revenue for you as an MSP.

Training made simple

Streamlined operations

Dynamics GO: Training automates manual processes and integrates data across different functions, leading to increased efficiency and productivity.

This allows you to plan, organise and manage all the necessary tasks/processes that are required for your training service, such as managing timetables, planning lessons, organising training materials and setting task reminders.

Insights-driven decision making

With real-time data and actionable insights, Dynamics GO: Training helps you make informed business decisions and drive growth.

Keep on top of your businesses with sales performance reports, KPI management, and a wide range of detailed dashboards and charts

Monitor student progress

Dynamics GO: Training allows user to analyse important areas of their service such as student progress, student attendance and staff performance.

Follow a sales process

Dynamics GO: Training ensures SME staff follow a uniform sales process that guarantees an accurate and consistent service.

Save student/training service performance data

Dynamics GO: Training keeps critical data saved and tracked in order to better cater to the needs of your students.

Better student communication

With its advanced CRM capabilities, Dynamics GO: Training helps you create personalised student experiences and build stronger relationships via clear communication.

The better you communicate with your students, the more you will understand their needs, which will enable you to help them reach their potential.

Track stages of the sales pipeline

Use Dynamics GO: Training to monitor critical actions inside the stages of your sales pipeline to see which areas of your services, sales processes and staff are performing well and which are in need of improvement.

Generate new leads

Use Dynamics GO: Training to easily enter new students into the sales pipeline, increasing the likelihood of a course booking.

Take bookings

Use Dynamics GO: Training to easily take bookings from students interested in your training service.

Tender for course funding

Use Dynamics GO: Training when tendering for funding for externally funded training courses.

In doing so you can organise meetings with funding bodies to better understand the funding criteria and display data that demonstrates your ability to provide a return of investment.

Scalability and flexibility

Dynamics GO: Training is a cloud-based solution that can grow and adapt to your business needs, allowing you to seamlessly upscale your CRM as your business grows.

Seamless integration

Dynamics GO: Training integrates with a wide range of Microsoft and third-party tools, enabling you to work smarter and more efficiently, connecting with a variety of other software to suit your business needs.

CRM solutions
feature tables

Want a comprehensive list of all the features this CRM solution offers? Take a look at this features table. 

If you’d like to compare this solution’s features to our other Dynamics solutions, take a look at our comparisons table. 

Change today.
Future-proof tomorrow.

Add Dynamics Go as an extra asset to your business without having to upskill your team.

Contact us to get started.