CRM software for a training company

Published: 03.08.21CRM

Can the Firmao CRM system work in the training industry? Will it cope with the specific needs of companies that organize and conduct various types of training? Will the CRM system handle glazing as a whole, i.e. preparation of materials, employment of trainers and speakers, telephone campaigns, lists of participants, invoicing and certification?

Is Firmao a CRM system for a training company? Definitely yes. By reading this post, you will learn about the new version of our system, which was prepared in accordance with the needs of the training industry under the supervision of people with many years of experience in operating in this industry.

Training industry and its needs.

We have extensive experience in cooperating with various types of training companies. We talked with many representatives of such companies, we established cooperation which allowed us to thoroughly understand the needs of the training industry. The overriding need is, of course, the ability to manage training. The process consists of the following steps:

  • Organization of the training place;
  • Employment and management of trainers and speakers;
  • Organization of training materials;
  • Implementation of a telephone and e-mail campaign attracting training participants;
  • Managing the list of people interested in the training and those determined to participate in the training;
  • Designating contact persons for contact with interested or determined persons;
  • Setting individual training prices for each participant and recording comments for each participant;
  • Generating individual certificates of participation in the training for each participant;
  • Automatic invoicing and sending invoices to responsible persons.

Firmao – training management system

Having the previous knowledge about the needs of the training industry, we were able to fully and effectively adapt the system to its needs. This resulted in several large implementations for training companies in larger Polish cities.

Our new system allows you to perform all the activities described in the above chapter. In addition, the system also allows you to send confirmations of attendance, send SMS messages to participants and contact persons, and for debt collection purposes – based on unpaid invoices.

The system also allows you to monitor payments on your bank account and automatically change invoice statuses. Integration with e-mail allows you to keep in touch with your customers.

Enterprises dealing with the organization of training, thanks to the combination of the CRM system for training companies, after the update with the Livechat service offered by us recently on the website, will receive a system for full service of the company, as well as for maintaining constant contact with customers.

The solution we propose allows you to reduce the amount of work, makes it more efficient and reliable, while maximizing earnings.

Author Avatar Rafał Namieciński

Chief Executive Officer. Sets the direction of Firmao's development. Under his leadership, Firmao CRM has become one of the leading CRM systems in Poland. On the blog, he shares thoughts on the latest CRM industry trends, offers tips on implementing and using CRM systems.

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