Sales & marketing tools for training companies.

illustration rocket hero illustration mobile

illustration rocket hero illustration desktop

What's included

Increase sales and improve your customer experience. Give your customers complete flexibility by publishing course schedules and taking online course bookings and payments through your website.

Improve your sales and marketing results

Generate leads and enquiries, track your sales pipeline, manage sales opportunities and produce forecasts and detailed sales and marketing reports.

Target new and existing delegate opportunities the smart way by utilising eCampaigns, while shopping basket data and Google Analytics puts the information you need at your fingertips.

Sales and marketing for training providers illustration

Take more bookings

Target the right people with the right message. Run eye-catching, personalised email campaigns to promote your courses and services. Track results and nurture through to course booking and beyond.

opportunity management for training providers

Everything in one place

Effectively manage your sales opportunities with a 360 view of your customers. Contact details, purchase history, course attendance, feedback and communication history are all in one place for actionable insight.

See what you get

What you get

Get in touch

Book a demo

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!