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LMS: For when a CRM doesn’t cut it

You’ve got your shiny new CRM up and running. It’s great for keeping on top of your ever increasing amount of leads and prospecting new ones but now you’re having trouble with the administration of the courses that you’re pitching. The main issue with a CRM for training providers is that delegate information is often out of context and not logically linked to the courses that you run.You looked into an LMS, you considered a TMS but you just didn’t think that the functionality matched what you were trying to achieve. A CRM is a great tool from managing pipelines and enquiries through to invoicing and providing reports on progress but what it can’t do is run the day-to-day administration of your training business. 

So what can a training management system offer your business over a CRM?  Here’s just a few…

• Online course booking and website integration

• Course management and scheduling

• Resource calendar for venue, trainers and equipment 

• Ability to discount, offer multiple price points and promotions

• Online surveys

• Ability to produce documentation from branded templates including certificates

• Offer eLearning and customised training portals where individuals can undertake eLearning and manage all of their training portfolio including classroom events

The good news? You can have both, most powerful learning management software has a built in CRM so it's worth researching your options. For a full explanation of the key differences between the two systems, and a guide on how to determine the right functionality to suit your business needs, download our Training Management System v CRM whitepaper.