Why MSPs should be offering CRMs in the training industry

Apr 17, 2024 | Dynamics GO

MSP Manufacturing CRM

Customer Relationship Management (CRM) systems are important for any business as they are used to manage a company’s interactions and relationships with both current and potential customers. A CRM system typically helps businesses organise, automate and synchronise sales, marketing, customer service and technical support. The primary goal of CRM is to improve business relationships and increase customer satisfaction, leading to elevated sales and profitability.

However, achieving this can be a challenge for SMEs in the training industry because they may come across difficulties, daily, when trying to manage their business. Some of the industry’s biggest gripes include reports which lack information or have complex organisational task lists, inefficient manual processes or poor external and internal communication.

Our Dynamics GO: Training utilises the power of Microsoft Dynamics 365 to easily manage your business and make the running of it simple. Some of the improvements that this solution offers include the receiving of detailed and accurate data, setting task reminders to manage timetables, planning lessons and organising training materials. It also allows you to automate previously long, tedious and repetitive tasks and to easily communicate with your customers and staff.

Read on to find out more about the benefits of Dynamics GO and how it can make CRM easier for your clients in the training industry.

Streamlined operations

Dynamics GO: Training automates manual processes and integrates data across different functions, leading to increased efficiency and productivity. This means you can 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 business with sales performance reports, KPI management and a wide range of detailed dashboards and charts.

Monitor student progress

You can analyse important areas of users’ services such as student progress, student attendance and staff performance.

Follow a sales process

When SME staff follow a uniform sales process, it guarantees an accurate and consistent service.

Save student/training service performance data

Keeping critical data saved and tracked can 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

Dynamics GO: Training offers the ability 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

Easily enter new students into the sales pipeline, increasing the likelihood of a course booking.

Take bookings

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 on investment.

Scalability and flexibility

This provides the ability to grow and adapt to your business needs, allowing you to seamlessly upscale your CRM as the 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.

Next steps

By adding Dynamics GO as an extra asset to your business without having to upskill your team, you’ll be improving your current operations while futureproofing for tomorrow. Get in touch to get started now!