CRM for a training company

Published: 23.12.21CRM

Is the Firmao CRM system suitable for the training industry? Will it meet the specific needs of companies which organize and carry out various types of training?

Will the CRM system handle the training as a whole, i.e. preparation of materials, hiring of trainers and speakers, phone campaigns, lists of participants, invoicing and certification?

Is Firmao a CRM system for a training company? Definitely yes. While reading this entry, you will learn about the new version of our system which has been prepared in accordance with the needs of the training industry under the supervision of people with many years of experience in this industry.

Training industry and its needs.

For some time now, we have observed increased interest in our CRM system among companies working in the area of all types of training. We have talked to many representatives of such companies, establishing cooperation that allowed us to learn about the needs of the training industry. The overriding need is, of course, the ability to manage training. This process consists of the following activities:

  • Organizing the training venue;
  • Hiring and managing trainers and speakers;
  • Organization of training materials;
  • Executing a phone and email campaign to recruit trainees;
  • Managing the list of people interested in the training and willing to participate in the training;
  • Designating the contact person to communicate with the interested or willing participants;
  • Establish individual training prices for each participant and record comments with each participant;
  • Generating individual training attendance certificates for each participant;
  • Automatic invoicing and sending of invoices to responsible persons.

Firmao Training – a system for handling training courses

Knowing the needs of the training industry, we were able to start working on a system tailored to its needs. This has already resulted in several large implementations for training companies in Warsaw and Lodz. Our new system allows to perform all the actions described in the previous chapter.

In addition, the system also allows to send attendance confirmations, SMS messages to participants and contact persons, and for debt collection purposes – on the basis of unpaid invoices. Thanks to integration with the eMszmal tool, it allows you to monitor payments on your bank account and automatically change the status of invoices issued by the system.

Integration with e-mail allows you to stay in constant contact with your customers. Companies organizing schoolings, thanks to integrating CRM Firmao with the Livechat service on their website, will receive a system to fully support the company, as well as to maintain constant contact with customers.

The solution we offer reduces the amount of work, makes it more efficient as well as authoritative, while maximizing earnings.

How to test Firmao – CRM system for training company?

Feel free to contact us to get access to a free demo version of our software and the professional help of our employees who will show you how our new tool will allow you to work less and earn more.

Check for free for 14 days how training management can be even easier.
Author Avatar Sebastian Czubak

Chief Operating Officer. Responsible for overseeing all aspects of the company's operational activities. He has extensive experience in the CRM software industry and successfully leads teams in product development, marketing, sales, and customer service. He is responsible for building knowledge and awareness of Firmao among customers.

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