CRM for Training Providers

Effectively manage your training organisation

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Training Company CRM

Dynamics 365 for Training Providers

Designed specifically for the training industry, our CRM system provides training organisations with the tools to the run their business effectively; from the management of delegates, courses and instructors, to allocation of course literature, certifications, and much more.

Built on Microsoft Dynamics 365, our cloud-based CRM overcomes common challenges Training Providers face and amongst other benefits, provides more time to focus on clients and delivering great training.

Challenges faced by Training Providers

Time spent on admin

Essential resource hours are being spent on admin activities within training organisations; such as manually inputting information, to gathering data from multiple systems & spreadsheets. By using a CRM system to automate your processes and store information, more time can be spent developing and enhancing courses.

Inconsistent training experiences

Another challenge that training providers face is the risk of inconsistent training. Although it is recognised that every service is different and requires varied offerings, without a system to manage courses, delegates, associated resources and certifications, then the experience/service delivery can be inconsistent.

Lack of business visbility

It is crucial for training providers to have an overall view of the organisation in order to identify gaps and make improvements. Without a CRM system, it can be difficult to get a clear view of the business. Gaining key insights enables you to amend courses that lack engagement, or pin-point areas of the sales process which need further work. 

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How can our CRM for Training Providers help you?

training events calendar in the crm
Define your courses

Schedule training courses, match trainers by skills and availability, track resources and monitor recurring bookings. Also allow delegates to search for training courses, book online and track progress through an online portal (optional).

Monitor Resources

Assign the date and time for each training course, set the course duration to automatically calculate end times, manage relevant certifications for each session and assign contacts with each course (speakers, trainer, etc).

training record in dynamics 365
Full view of delegate information

Being able to access all information in relation to a delegates, in a timely manner is essential. Within Dynamics 365 you are able to monitor individual training courses, manage personal information, automatically calculate course expiry dates, add associated documents & certifications and assign a status against each record (interested, paid, attended, etc).

Manage finances

Integrate with finance software to track payments, generate and send invoices. Once paid, follow-up with joining instructions using an automated process within Dynamics 365.

Full view of delegate information

Being able to access all information in relation to a delegates, in a timely manner is essential. Within Dynamics 365 you are able to monitor individual training courses, manage personal information, automatically calculate course expiry dates, add associated documents & certifications and assign a status against each record (interested, paid, attended, etc).

Manage finances

Integrate with finance software to track payments, generate and send invoices. Once paid, follow-up with joining instructions using an automated process within Dynamics 365.

training record in dynamics 365
dynamics 365 for legal services dashboard
Right message, right time

By managing delegate information within a system, you are able to track preferences and courses attended, or of interest. Specific marketing lists can then be generated for targeted marketing campaigns, ensuring that you are maximising opportunities to engage with existing clients and potential prospects.

Gain insights into your organisation

One of the challenges Training Providers face, is a lack of business visibility. Within Dynamics 365, you are able to gain crucial business insights into the whole organisation, allowing you to identify underperforming courses, learners who need additional support, or areas of the sales process which need developing.

dynamics 365 for legal services dashboard
Right message, right time

By managing delegate information within a system, you are able to track preferences and courses attended, or of interest. Specific marketing lists can then be generated for targeted marketing campaigns, ensuring that you are maximising opportunities to engage with existing clients and potential prospects.

Gain insights into your organisation

One of the challenges Training Providers face, is a lack of business visibility. Within Dynamics 365, you are able to gain crucial business insights into the whole organisation, allowing you to identify under-performing courses, learners who need additional support, or areas of the sales process which need developing.

Benefits of Dynamics 365 for Training Providers

Reduce admin time

By automating tasks and systemising processes (as opposed to gathering data from disparate systems and spreadsheets), admin time is drastically reduced. This can be spent on other key tasks such as identifying future training possibilities, or delivering outstanding services.

Keep training up-to-date

Using a system to track your customers’ interactions means you can monitor what type of training they have been on, assess if there are follow-up courses available and identify if their current qualification is about to expire. This ensures that training is kept up-to-date at all times.

360-degree view of organisation

Get a single, unified view of all elements within your organisation. With Dynamics 365 for Training Providers, you can track delegates/course attendees, bookings, past & upcoming courses, certifications, and more. With this information, you can quickly make more informed decisions.

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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