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Training Solution

businessequip · 11th June 2021 ·

Training Solution

Business Issue

To manage course and delegates for a large number of events, which were currently being managed on multiple Excel spreadsheets, involving a lot of admin hours to administer.

Solution

The solution was to use the core CRM Engine platform customised to the user requirements. This included adding a Program management section and automating the sending of emails for Joining instructions and post course communication.

Result

Reduction in admin requirements and more consistent communication to delegates and a more standard approach to organising training events. Tutors were able to directly access the system for all their events and delegates, updating details directly.

Organisating a program with over 100 events and 1000 delegates involved a lot less administration than before with the use of the automated emails from the system.

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