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Why do you need a CRM for learner management business?

In any business that is successfully driving its growth, the complexity of the business data increases significantly with time. Creating a customer data strategy is critical for long-term success and to track all processes flows, achieve business goals, document use cases, and monitor various applications that integrate with the data.
Although CRM software is considered a business solution for large enterprises, with the constantly growing need for adaptive online learning, various cloud platforms now provide ways to manage learner development program with a backend administration system. This is especially needed to drive the right training to the right learner audience. If configured properly, the platform can become a system to gain comprehensive insights into the analytics about learners, course materials, scheduling, performance, assessment etc.  

When do you need integration?

When the system lacks direct integration with backend CRM, or process automations within the
current system are independent of all efforts related to prospecting, sales, and marketing.


What will this sync do?

Learner engagement features are handled on learner management system and the backend CRM solution can be used to automate sales, customer tracking, target existing list for upselling needs. A complete sync with these apps is required for lifetime value forecasting, and effective customer support. Existing intuitive & customization available within these platforms can be used to read course enrollments and progress.


How will the data quality or process efficiency improve?

Customer data: With multi-channel customer interfacing, customer Identity has become increasingly complex. Without accounting for these multiple identities, and status transitions which are common to any customer journey, any customer data platform is going to be restricted in its use.

Privacy: With various privacy regulations, businesses may be required to cease or restrict data collection. This must be managed appropriately in a sales management system, or the system must be configured with appropriate profiles and permissions down to a very granularity to ensure compliance. 

Data consistency: As customer data is created and shared with several applications, Inconsistencies in data structure and formatting requirements, combined with the high likelihood of manual error creates an inconsistent relationship between data integrity and value.

Governance: Personalization privacy considerations require well laid out governance issues. Customer data must be either kept private and siloed or effectively shared across business units.

Channel-specific requirements: As consumers’ awareness of the business increases, businesses must leverage these customer engagement channels to their full potential. And each may have unique functionalities or overlapping processes. Along with semantic behaviors, those requirements must be addressed in data management rules.


A general business process that does not address the above use cases or data management capabilities will fail to address market realities, perpetuate data chaos and specifically, fail to mitigate the operational challenges caused by process changes,


What are the advantages of this sync?

  • Sync content library with course assets
  • Expand online coaching signs ups, include course bundles to focus on delivering results.
  • Gather data for stakeholder analysis in CRM.
  • Create reusable templates.
  • Capture revenue as a sustainable business process
  • Combine different marketing channels to boost lead generation.
  • Drive marketing data into sales funnels to increase profitable campaigns.