Sales & marketing tools for training companies.

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See what you get

What you get

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Improve your sales and marketing results

Fill your courses and events with powerful sales and marketing tools designed to help training companies get better results.

1.

eCampaigns

  • Create highly targeted lists and trigger effective email campaigns and keep your leads and enquiries hot until they make a booking
  • Use personalisation and our email design tools to provide on-brand communications
  • Measure campaign performance including views, clicks and bounces
  • Manage your newsletters, mail-outs and subscribers from one place
  • GDPR friendly features for marketing compliance

2.

Marketing

  • Capture leads and enquiries through your website and nurture through to a lifelong customer 
  • Market courses with integrated tools including social media links and targeted email campaigns
  • Run promotions using discounts, price schemes, specials offers and vouchers
  • Capture the data that matters with custom registration forms
  • Integrate Google Analytics with your shopping basket to measure performance 

3.

Website integration

  • Integrate online course booking and payment with your website for real-time updates to availability, details and price
  • Sell products and services standalone or alongside your training programmes 
  • Integrate Google Analytics with your shopping basket to measure performance 
  • Accept card, invoice, cash and voucher payments
  • Brand your shopping basket for a streamlined website journey and customer experience
  • Search engine-friendly website optimisation to make sure your offer comes out on top

4.

Sales

  • Enquiry, lead and opportunity management tools
  • Produce forecasts and pipeline reports
  • Use our opportunity management kanban view to manage leads and opportunities, transfer through buying stages and convert to a sale
  • Track all delegate interactions and provide visibility across all of your team
  • Resell courses and content and provide access to effectively work with third-parties
  • Abandoned shopping basket tracking allows for perfectly timed marketing messages and sales follow-up

5.

CRM

  • Gain a 360 view of your customers in one place
  • Record all relevant customer information including contact details, bookings, purchase history, feedback and communication logs
  • Create custom fields, layouts, reports and workflows for effective customer insight 
  • Automate customer communications from joining instructions and booking confirmations to task reminders
  • Generate invoices, reminders, credit notes, statements and transfers

6.

Insights & reporting

  • Instant access to off-the-shelf reports and dashboards
  • Report writing tools to gain the insight you need
  • Insight on key information including forecasting, pipeline management and performance
  • Access reports in your platform or schedule reports to be emailed out to key stakeholders
  • Export key data with Word, Excel and PDF support
  • Present data in graphical and statistical views

FAQs

Frequently asked questions for training management software.

  • What types of courses can a training management system support?

    Many course types can be managed from our training management platform including face-to-face, virtual, eLearning, sessional course plans and blended learning programmes. 

    Offer open courses, in-house training, bespoke programmes and employee learning. 

  • Who uses your system?

    It is great to get a feel for the other types of organisations that use our platform and what they do.

    Establish if there are any similar companies that the supplier works with or any organisations that operate in the same way as you. Case
    studies are a great way to gauge software uses. Check out our case studies in our resource centre.

  • How do I get started?

    Get in touch!

    Head over and submit a demo request and we'll get to know you and you can get to know more about us!

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Happy Ltd
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