white paper - training management solution on the sage crm platform
DESCRIPTION
Then Enbu’s Training Management Solution is ideal for your organisation as it will help you provide the best and most far reaching set of products that satisfy the needs of clients, while it also ensures that course offerings, marketing efforts, student records and the entire course life cycle is managed efficiently and effectively.TRANSCRIPT
Enbu’s Training Management Solution on the Sage CRM Platform
This document describes how Enbu uses its Event Manager and Resource Planner products to create
a Training Management Solution on the Sage CRM Platform.
Enbu Consulting
13 Mayne River Way, Burnell Square, Northern Cross, Dublin 17, Ireland
+353 1 8678684
Visit us at http://www.enbu.ie/
2 of 13
The Context ___________________________________________________________________ 3
The Goal ______________________________________________________________________ 3
The Challenge __________________________________________________________________ 3
The Solution ___________________________________________________________________ 4
Why Event Manager? ____________________________________________________________________ 4
Why Resource Planner? __________________________________________________________________ 4
Why Sage CRM? ________________________________________________________________________ 5
Why Enbu? ____________________________________________________________________________ 5
The Training Management Solution ________________________________________________ 6
Define Course/Module ___________________________________________________________________ 6
Course Promotion ______________________________________________________________________ 8
Student Registration ___________________________________________________________________ 10
Setup ________________________________________________________________________________ 11
Course Life Cycle ______________________________________________________________________ 12
Conclusion ___________________________________________________________________ 13
Contact Enbu Consulting ________________________________________________________ 13
3 of 13
The Context Training is your business. Although you have a range of standard programmes that you provide you
are also flexible and will provide bespoke training as required.
You have a dedicated staff of professional trainers with administrators and customer care
professionals supporting the business needs.
Your team of trainers is made up of full time employees and contractors.
The Goal You want to provide the best and most far reaching set of products that satisfy the needs of your
existing client base and will also attract new clients. You pride yourself on offering products that
make a difference, that are run in an efficient, friendly way and that satisfy your clients’ needs.
To achieve this you ensure
it is easy (for student or administrator) to find courses that match requirements
web search, subject, keywords, location,
venues and schedules are clear
costs and methods of payment are clear
pre-booking online, by phone or email is supported
waiting list are supported
discounts to active students are supported
discounts for referrals are supported
marketing campaigns/offers/promotions are supported
your Website content may be maintained and accurately reflects your courses and modules
all course material is downloadable
news, updates, communications are sent to all interested parties
student records are maintained
trainer skillsets, qualifications and certifications are recorded
The Challenge It can be difficult to ensure that everybody in a training organisation has a clear understanding of
where they should be and what they should be doing at all times. It’s hard enough when things are
going smoothly (all courses defined, all resources defined, all students informed) but when things go
wrong (sick staff, equipment breakdowns, double bookings (rooms, trainers)) it can be a nightmare.
This is where a system that helps you plan for the usual and react quickly to the unusual is crucial.
4 of 13
The Solution Enbu’s Training Management Solution comprising of the Event Manager and Resource Planner
modules running on the Sage CRM platform as one seamlessly integrated system giving the power of
CRM and the additional feature set needed for any training organisation.
Sales like the solution because they know which course has space and which doesn’t, which courses
to push and which courses seem sell themselves.
Finance like the solution because they can get accurate numbers that assist in cash flow and budget
planning.
Senior Managers like the solution because they can get accurate reporting and quickly identify risks
to the organisation’s financial health.
Why Event Manager?
Event Manager provides the ability to create courses and modules (events), communicate course
information to interested parties, manage clients’ expression of interest and booking confirmation,
prevent over booking, and manage course related pricing including promotional discounts.
During the life cycle of a course all news, updates and critical announcements may be sent to the
correct student group.
Event Manager’s Web Portal allows students to access secure areas of your organisations web site
allowing them to download course material as needed.
Why Resource Planner?
Whereas Event Manager is primarily focused on courses and course attendees, Enbu’s Resource
Planner solves issues relating to scheduling and booking of key resources.
All resources may be defined and their free/busy (booked) times may be easily viewed in a calendar
on a daily, weekly or monthly basis.
Apart from being able to see free and busy times the Resource Planner ensures that you cannot
double book! No more anguish as students from different courses arrive at the same room, no more
frustration as a trainer suddenly discovers they should be in two places at once, in short, no more
hassle.
5 of 13
Why Sage CRM?
Enbu’s products run on Sage CRM, a flexible, easy to deploy, yet highly configurable web based
system.
All data relevant to a Sage CRM user may be accessed on the move either using laptops, smart
phones or tablets.
This means that your training staff do not have to be tied to the office to see what’s happening, to
receive updates and to access key information.
It’s a CRM product, so as you’d expect it supports all standard CRM activities including sales,
customer care and marketing backed by an organisation that has over 6 million customers
worldwide, has more than 12,000 organisations in 70 countries using its award winning Sage CRM
software to manage their critical activities every day.
Why Enbu?
Enbu is a registered Business Solutions Provider and Development Partner for Sage. Enbu Consulting
has an unrivalled direct practical knowledge and experience with the Sage CRM system and is
renowned as the foremost authority in Sage CRM in the world today.
Central to Enbu's approach is the development of Sage CRM add-on modules, seamlessly integrated
with Sage to help businesses manage key functional tasks.
We've worked with Sage CRM since its inception in 1997, partnering with leading companies in
Europe, US, Middle East, Asia, Africa and Australia.
No one is more experienced in the intricacies of business process, in CRM products, CRM
development and how Sage CRM can transform a business practices.
6 of 13
The Training Management Solution
Define Course/Module
You’ve decided to run a new course. You’ve had feedback from a significant number of course
attendees which suggests that you have an audience for the new addition to your offerings. At this
stage the course isn’t fully defined but you have an idea of how many students you can cater for and
how long you expect the course to run.
Using Enbu Event Manager:
Create the course
Agree maximum number of attendees
Set the pricing
Agree sponsorships
Create online course information
Ensure attendees can register online, by email and phone
Define Course/Module
Course Promotion
Student Registration
Setup
Course Life Cycle
7 of 13
How?
Create a new course using Enbu’s Event Manager, define max attendees, pricing and online
information.
8 of 13
Course Promotion
Using Enbu Event Manager and Sage CRM:
Target your audience based on
Past attendees
Expressions of Interest
Waiting lists
Promote the course using Campaigns
Initiate an Email driven wave
How?
Create a target group based on dynamic criteria and/or existing groups. Then use a mass email as
part of a campaign wave.
Target people who have expressed an interest through feedback, people who have attended similar
courses, organisations that have sent people on similar courses.
Run a Campaign in CRM.
9 of 13
Send promotional emails…
10 of 13
Student Registration
Let’s assume the course is so attractive and your campaign has been so compelling that the interest
in the course exceeds the maximum number that can attend.
Even though you may not have a complete set of “paid up” bookings for the first course run the
interest has been overwhelming.
This brings you to the happy stage of having to manage interested attendees and convert them into
confirmed bookings, while also maintaining a waiting list if there are late cancellations or to target
for the next running of the course.
Using Enbu Event Manager Web Portal setup:
Online Registration
Payment Post to ERP
Place Availability
Waiting List Management
How?
Online registration using the Event Manager Web Portal. Email routing using Email Manager.
Create groups based on confirmed, cancelled, waiting.
11 of 13
Setup
Using Enbu Resource Planner:
Assign Trainers
Allocate Rooms
Book Resources
Using Enbu Event Manager:
Communicate with Attendees
Facilitate Course Material Download
Equipment and costs
How?
Use Resource Planner to allocate timeslots for resources.
12 of 13
Use attendance groups for target emails.
Use Equipment module in Event Manager.
Course Life Cycle
Using Enbu Event Manager and Sage CRM manage
All communications to students
Enrolment
Orientation
All student records and updates
Course Progression
All Exam Results
Absentee records
Student certification
All requests/complaints
Feedback
13 of 13
Conclusion
Using Enbu’s Training Management Solution a Training Organisation or Training Department is able
to run its entire core business from one fully integrated system.
This solution is ideal for a training organisation that wants to provide the best and most far reaching
set of products that satisfy the needs of clients, while they also ensure that their course offerings,
their marketing efforts, all student records and the entire course life cycle is managed efficiently and
effectively.
If you would like to learn more about Enbu’s Training Management Solution then contact us using
any of the methods listed below.
Contact Enbu Consulting
For more information on this solution and our other products please visit http://www.enbu.ie/
For any written correspondence please address all material to:
Enbu Consulting Limited 13 Mayne River Way, Burnell Square, Northern Cross Dublin 17, Dublin Republic of Ireland Tel: +353 (01) 8678684
Connect with us