MS Dynamics CRM System for Small Business Operators
Organizations conducting training programs have plenty to worry about. Their work covers everything from generating leads to booking training courses, indulging in plenty of documentation and training communications and sharing the same through an integrated platform to make it easy for remote workers to access the same. They also have to worry about keeping overheads of their courses minimal so that more client-centric activities can be focused on. All in all, the ultimate aim is to deliver the finest training program that benefits all.
What they need is a CRM System that helps manage all of these. MS Dynamics CRM has proven to be one.
Perhaps the most renowned CRM System for Small Business owners, Dynamics CRM has become a favorite amongst companies across businesses. Customer relationship management services provided through it have reportedly been far better and given it is a Microsoft Product, steady Microsoft Dynamics CRM Support becomes a certainty.
Having been tried out by companies offering training programs, the solution has been found to offer the following benefits:
1. Seamless Connectivity across all levels that encompass clients, suppliers, attendees, courses, venues and tutors
2. Streamlining course administration and booking of processes
3. Resource Scheduling and Managing Training Product Catalogues
4. Real-time Reporting which also includes profit per course
5. Automation of post-training surveys and feedback collection
6. Effortless handling of certification processes
7. Connecting the CRM Solution with other ERP and Finance Applications for order processing and invoice automation
The most trusted CRM System for Small Business promoters, the solution offers separate modules for Marketing, Sales and Service. This makes it very easy for companies everywhere to tend to their customers and deliver the kind of service expected from them. Their clients can always look forward to superior customer relationship management services and satisfactory Microsoft Dynamics CRM Support post implementation.
What else does Dynamics CRM offer to Companies conducting Training Programs?
For Training Course Entity, the solution can be configured to capture all details pertinent to the training delivery process.
1. The date and time for each course can be assigned
2. All courses can be tracked through a group calendar view
3. Bookings for each training venue become easy to manage
4. Course Durations become easy to set, the solution also helps calculate end time
5. Course Accreditations become easy to manage, as certification terms for each session become easy to set
6. Courses become easy to profile, which include public workshops, private tuitions and webinars
7. Assign CRM Contacts to each course, which includes trainer and speaker
MS Dynamics CRM makes Managing Each Course Delegate an Easy Task.
1. The solution helps profile and segment each course delegate by helping track booking details
2. Delegate records can be associated with course records and contacts
3. The software automates the calculation of certification expiry dates, a move that helps greatly when processes have to be renewed
4. It helps create personalized training certificates for each delegate record through pre-defined Word Templates
5. It empowers Training Companies to send joining instruction emails through a field triggered automated process
The solution helps out schedule a course calendar as well.
1. Companies doing Training Sessions get to check on confirmed courses to avoid any kind of scheduling conflicts
2. Checking individual course entries becomes easy, so does editing data including delegate information
3. Dynamics CRM helps view Training Calendars by Team, Individual Users and by Time Frame
4. Companies get to quickly reschedule by dragging items to newer slots
Companies conducting Training Sessions will benefit highly through MS Dynamics CRM for its functionalities are tailored to help them manage every task related to their work. It is worth investing in.
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