Training Provider Sales CRM

A Customer Relationship Management system enabling training providers to efficiently manage employer-led training and sales pipeline

D365 Training Provider Sales

This is a single, user-friendly platform that makes every learner and employer interaction straightforward and familiar. This system will enable you to analyse information better, foster a culture of continuous improvement, and deliver outstanding experiences for your learners.

From £29,500 + VAT. Base system features include:

Accounts & Contacts

Built around learners & employers

Leads & Opps

Built around enquiry, apprenticeship, placement or commercial course

Course Bookings

Apprenticeships, post 16 study, employability skills, in-work skills etc

Full MIS integration

With Bud, PICS and others

Health & Safety

Centrally store key employment records

Apprenticeship vacancy record

With automatic NAS upload

Dashboards & reporting

Fully customisable

Automated workflows

To increase process efficiency

O365 native

Ensuring seamless integration with your wider network

Additional system features can include:

*

Change of employer record

Avoiding duplication of records

Apprentice interview record

For full transparency at every stage

RPL calculator

For easy recording of prior learning

We are proud to have worked for over 25 years in the education sector. By choosing Active as your supplier, you have access to a small and dedicated team of specialists who will assist you at every stage of your project scoping, implementation and thereafter with helpdesk support.

Rest assured, not only are we experienced, we are a fully accredited Microsoft Dynamics partner, and we are approved on the G-Cloud framework for clients who may prefer this approach to purchase.

Get in touch if you have any questions or you’d like to see the system in a demo.

“The system has revolutionised our way of working. It has increased our customer satisfaction, increased income and has identified issues and opportunities”

Paul Rolfe, Group Director, Chichester Collge Group

Discover A New Way Of Working