Training Services CRM : Key Features

Course catalogue

Use a full-featured course catalogue that includes support for multiple categories, pricing levels, duration, associated certificate templates, and discounts.

Complete customer view

View and manage customer account activity and history, including: contact information, communications, open bookings, past bookings, invoices, delegate information, communication board, and payment history.

Enquiries routing and management

Track information on prospective customer's bookings, then identify trainer and assign booking. Enquiries entered into Training Services CRM would be automatically routed to the administrator.

Opportunity management

Convert qualified enquiries to certain bookings without data re-entry, and then easily track through the training cycle.

Booking process management

Track and close training bookings consistently and efficiently with workflow rules that automate stages in the booking process.

Trainer Management

View and manage Trainer user account activity and history, including: contact information, communications, assigned open bookings, past conducted bookings, delegate information, and communication board.

Workflow

Use workflow rules to automate leads routing, notifications, and escalations, as well as generate and send auto-response e-mail to customer requests.

Contract management

Create and maintain service contracts, terms & conditions within Training Services CRM to help improve billing accuracy for support incidents.

E-mail management (includes auto-response email)

Maintain customer-related communications with automated tracking of customer e-mail messages. Workflow rules make it easy to generate and send auto-response e-mail to customer requests.

Reports

Use comprehensive reporting tools to identify common support issues, evaluate customer needs, track service processes, and measure service performance.