Customer Relationship Management (CRM) systems are essential for businesses, offering a centralised platform to manage customer data such as contact information, purchase history, and interactions. For small and medium-sized enterprises (SMEs) in the training sector, CRM solutions are particularly valuable in overcoming operational hurdles.
However, SMEs in the training industry often face challenges in effectively managing their operations. Common issues include reports which lack information, complex organisational task lists, inefficient manual processes, and poor communication both internally and externally.
Our Dynamics GO: Training solution leverages Microsoft Dynamics 365 to streamline business management and simplify operations. It offers several enhancements, such as 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.
Discover how Dynamics GO: Training leverages Microsoft Dynamics 365 to simplify running a manufacturing SME. Here are the benefits your customers can enjoy with our solution.
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
Integrating Dynamics GO into your service offerings can significantly improve your customers’ efficiency and productivity without the need for extensive upskilling. By providing this extremely valuable asset, you’ll help future-proof their operations and foster long-term client relationships.
Get in touch with us to get started now!