Design a CRM business process where customer data is easily accessible and usable, helping its growth strategy. Use a cloud-based CRM solution to automate sales, enrollment and marketing functions related to lead generation course management, customer, and payment sync with Trainer Central, including lifetime value forecasting, and customer support. Provide tested and functional integration logic to CRM to resolve customer-related issues, reduce overhead, and communicate effectively with learner community.

Step 1 Course Management: Maintain course creation and updates in CRM using templates as a scalable asset to create once and clone as needed.

Step 2 Scheduling: Auto add registrants into appropriate ZOOM calls and auto trigger schedule/ reschedule/ cancellation notifications to registrants.

Step 3 Communications: Configure for SMS/ telephony to capture outgoing and incoming texts in CRM and/or trigger texts for pre-defined CRM user actions.

Step 4 Learner Management: View Learner engagement, measure completion progress in CRM with confidence.

Step 5 Data sync: Ensure multiple sales funnels do not suffer audience overlap and define a clear call to action to get sales convert.

Step 6 Marketing: Identify past converters and new inquiries from characteristics and behavior of Learners already converted. Remove any added effort to manually identify target group and fully-automate marketing lists and funnels.

We have been working with the client and rolling out automation in phases, providing technical advice on the ramifications from a both technological and process point of view.