Enbu s Training Management Solution on the Sage CRM Platform

Transcription

1 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 info@enbu.ie Visit us at

2 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 2 of 13

3 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 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. 3 of 13

4 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. 4 of 13

5 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. 5 of 13

6 The Training Management Solution Define Course/Module Course Promotion Student Registration Setup Course Life Cycle 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 and phone 6 of 13

7 How? Create a new course using Enbu s Event Manager, define max attendees, pricing and online information. 7 of 13

8 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 driven wave How? Create a target group based on dynamic criteria and/or existing groups. Then use a mass 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. 8 of 13

9 Send promotional s 9 of 13

10 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. routing using Manager. Create groups based on confirmed, cancelled, waiting. 10 of 13

11 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. 11 of 13

12 Use attendance groups for target s. 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 12 of 13

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 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) Connect with us 13 of 13