Excitation TRIUM for Training

with Microsoft CRM

TRIUM for Training is the complete end to end management system for participant acquisition and management, event delivery, trainer management and event follow up. Designed for training companies and built on the Microsoft CRM system it provides powerful functionality at an affordable price.

It's relatively simple to keep tabs on a small business; you know which trainers are busy, where client records are kept and which trainers have the right skills for each event. It's also straightforward to keep tabs on your customers - who are the decision makers and which partners deal with which clients.

But as your business grows, you can lose track of those important key bits of information and insights that makes your business responsive - the kind of agile capability which customers expect no matter how big you are.

Based on Microsoft's powerful Microsoft Dynamics CRM 4.0 Platform, TRIUM for Training gives professional training companies a complete 360 view of clients, from acquisition right through delivery and management of even the most complex courses and events. TRUIM also helps you manage and visualize almost all the critical aspects of your training company through simple flexible and interactive views on your business data.

Key Benefits:

Resource Planning

• Built on Microsoft Dynamics CRM, TRIUM for Training integrates seamlessly with Microsoft Outlook, giving users immediate access to powerful Microsoft CRM functionality through a easy to use and familiar environment
• Marketers can build campaigns around companies, industries, qualifications metrics, and localities - just about any data which it's possible to collect
• Sales staff have the key bits of information they need in order to track opportunities and manage the complex touch points that exist in the modern business environment
• Business managers can easily get a view of where their revenue is coming from, how profitable it will be, and whether sub contractors should be employed - way ahead of when they are actually required
• Business managers can set simple rules which ensure that best practice is followed at every stage
• When scheduling a course or event, organizers know what resources are required and whether they are free or fully booked

Features:

Excitation's TRIUM for Training solution offers the following features and functionality in conjunction with Microsoft CRM:

Sales & Marketing

• Identify and target participants based on individual or company profile and training history
• Use our flexible relationship model to build and manage complex, multi-tiered and long term client relationships
• Be more responsive to client requirements by having all client and participant records available in a single repository
• Use our reporting system to identify productive sectors, relationships and individuals
• Ensure pro-activity and consistency in sales process and customer relationships with automated best practice and follow up - expiry of qualifications or software version changes for example

Operations & Course Delivery

• Develop and manage complex training programmes, individual training events or event series
• Schedule and manage resources, including trainers, rooms and equipment and materials
• Use our powerful Training Calendar View to quickly visualize training events by classroom, trainer, customer and programme
• Manage participants and access training records at individual, group or company level and event and programme level
• Establish automated workflow to ensure consistency of process and operational efficiency
• Manage post course follow up and support contracts

Trainer Management

• Manage trainer skills and relationships, select trainers by skills, availability, location or other criteria

Trainer Management

• Visualize opportunity revenue by client, programme or other criteria
• Analyse trainer utilization and assess sub contractor efficiency

System Extensions

• Participant self management through web portal

Excitation TRIUM for Training is pre-configured module for Microsoft CRM providing all the functionality necessary to run a modern training organisation. Developed on the Microsoft Dynamics CRM platform it provides an enormous amount of business solution for the money.

Take a look at some of our case studies to see how our customers have benefited through using TRIUM for Training.