biznes
18/09/2022
Rozpoczynając współpracę z firmą IT, często można spotkać się z paroma modelami rozliczeń projektów. Dowiedz się jakie są możliwości.
15 mins of reading What is a CRM system?
A CRM system is software used to carry out and automate processes related to customer service. This solution allows for automatic creation of various types of settlements, issuing invoices, and collecting payments. Some companies have a CRM system dedicated to their specific needs. Discover the CRM system for a training company created by Cogitech.
Functionalities of CRM system for training companies
CRM for a training company allows for effective management of trainings and includes functionalities characteristic of the training industry. This type of training management system allows for the automation of a significant part of processes in the company, which were previously the responsibility of several people.Among the functionalities of the CRM system, you can mention:
- recording attendance of participants,
- sharing tasks to be performed within the training,
- inserting and filling in surveys regarding conducted trainings,
- issuing invoices,
- generating notifications and information about trainings (event location, prices, dates, etc.).
Technologies in CRM for a training company
ArtPM – what does it do?
ArtPM supports companies in utilizing their potential. The company operates in the field of training management for employees of various companies. ArtPM clients can also count on support and advice in project management and production optimization.One of ArtPM’s projects is a training program for employees of automotive dealer stations. The main need of the company in terms of CRM system turned out to be the digitization of the entire process and the creation of a dedicated CRM system for a training company. Thanks to this solution, it was possible to:
- improve communication,
- significantly reduce time,
- reduce costs related to training support.
Diana Laskowska
Dyrektor zarządzający ArtPM
Firmę Cogitech wybraliśmy do realizacji systemu do obsługi szkoleń organizowanych przez naszą firmę. Ze względu na istotną rolę tego systemu dla naszej działalności, szukaliśmy firmy z doświadczeniem w realizacji rozwiązań automatyzujących procesy biznesowe. To doświadczenie pracowników Cogitech okazało się bardzo istotne w realizacji, ponieważ zwrócili oni uwagę na wiele aspektów, których nie mieliśmy w swoich założeniach.
Zostaliśmy zaangażowani w proces tworzenia oprogramowania poprzez bieżącą prezentację postępów i konsultację stosowanych rozwiązań, co było dla nas bardzo istotne.
Polecamy współpracę z Cogitech!
CRM System – a big step towards optimizing training company activities
Organizing training for as many employees as ArtPM handles is an extremely difficult task. It is not only about logistics, but also about designing classes and conducting various processes in each group. Fortunately, a CRM system for a training company solves many problems.
15 mins of reading 
Knowledge testing and group creation
A major challenge for training companies is conducting courses in companies where individual groups of employees may vary significantly in their level of knowledge.
The CRM system we have created for a training company allows foradapting training to the knowledge level of individual teams using surveys(pre-training knowledge assessment, assessment of skills acquired during training – after its completion, and a final assessment aimed at evaluating the training itself).
Reporting and certificates
For each employee participating in training, it is necessary to provide a schedule and complete training materials. Thanks to the CRM system for a training company, this happens automatically. Based on the information from the database, a cyclic report is also issued for the service recipient.The same goes for invoices. They are issued to a specific dealer (who registers their employees for a specific training) and include participant data. This automation is extremely important due to the number of trainings that take place within the project.
CRM for ArtPM Training Company meets specific needs
For ArtPM, we have designed a CRM for a training company that allows:
- creating and automatically sending invitations to trainings,
- generating documents (invoices, reports, payment reminders),
- communication between trainers and employees using the CRM system,
- access to surveys using QR code,
- individualization of trainings and customization of content for specific groups,
- evaluation of the effectiveness of the conducted training.
The CRM system allows for optimizing training support. Thanks to the implemented solutions, the entire process is extremely transparent, and individual administrative tasks take up little time.
Why is it worth taking advantage of the benefits of a program for training companies?
The CRM system for a training company is a great tool for managing trainings. Such a solution has many advantages for both training participants and those responsible for organizing them. A tailored CRM system ensures efficient communication and a good flow of information. It also allows for automating many processes related to planning and supporting training.
When creating a program for training companies, we take into account the needs of the specific company, which allows us to create functionalities dedicated to a particular enterprise. Organizing trainings with the help of this tool is pure pleasure. See for yourself and streamline processes in your company with the help of a program for training companies.
