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A recent research poll revealedthat only
of companies have a dedicated trainingmanagement system, and alarmingly,
that a fifth still use a combination of
to manage the administration of their training
business.
38%
(20%)
Excel, Outlook and Word
10 ways to automateyour business
1 Payment and booking
1 Payment and booking
Candidates now expect the 'Amazon experience'- to go online, select the most appropriate
course, click through to a booking page and payfor the course there and then. Offering thissaves time, effort and you’ll never miss an
opportunity because the booking system will beopen 24 hours a day, seven days a week - it's a
win-win.
Communication
2
CommunicationToday, pretty much any type of communication
can be automated. Joining instructions? Tick. Coursereminders? Tick. Last minute venue changes? Tick.Communicate with everyone involved in the courseincluding attendees, trainers and even the venue.
2
NUMBER 3 INVOICING
NUMBER 3 INVOICING
Generating invoices is laborious and time consuming,right? How can you change this? Once programmed
correctly, an automated system can createpersonalised invoices for all clients, keep a track of
what has been generated, and even send them out toeach relevant party. This is particularly useful for
group bookings.
4Thank-you
4Thank-youStaying in touch post course is crucial, and a
breeze when it doesn’t involve making hundredsof phone calls every month or sending individual
emails. Workflows allow all coursecommunication including post course thank you
from trainers, to be set up in advance andpersonalised.
Website updates5
Website updatesIt’s hard to believe sometimes that there are still training
companies who manually update courses on their website aswell as maintaining booking systems. Why duplicate? Websiteintegration removes the need to build course dates more thanonce - don't forget that updating your website regularly with
course content is great for search engine optimisation.
5
NEW BUSINESS 6
NEW BUSINESS 6Training software is a great marketing tool.Reporting gives you information to segment
clients and courses, making sure you don’t missthe opportunity to up sell. But don’t stop there.
Why not offer discount, promotional vouchers orspecial seasonal offers – the list is endless.
Happy Sheets
7
Happy Sheets
Do you still hand out an evaluationform at the end of a training session
to gain feedback? Not only is it anightmare to collate but most formswill be filled out in a rush and areillegible, so completely useless.Make use of automated, online
surveys instead.
7
8Certificates
8CertificatesWhile some trainers continue to use
templates for certificates or accreditation,others have moved into the digital age. Anautomated system allows certificates tobe sent automatically once a course iscompleted or also offers the option to
produce multiple certificates at the clickof a button.
NINE
Learning
NINE
LearningAs well as back end administration, key
parts of the learning process can beautomated too. You may currently only
offer classroom training, but an automatedsystem provides the opportunity for a
blended learning approach incorporatingeLearning. An online learner portal also
gives the learner 24/7 access to theirtraining.
10 Reporting
10 Reporting
Often underestimated, reports may be one of thegreatest benefits of automation. Reports can be
run automatically with statistics on the latest salesfigures or details on which courses are under-booked, giving you time to up your marketinggame. Reports that previously took hours tocomplete with information for management
reporting, are now at your fingertips.
Want to learnmore aboutautomation
benefits?Download free '10 ways to automate'
whitepaper.
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