Training Customer Relationship Management (crm)
Build meaningful long-term relationships with customers
A CRM built specifically for training providers. Track prospects, opportunities and enquiries
through the entire course booking process.
Email Tracking & Logging
Powerful Email System
Logging
All emails sent from the system are recorded against a contact or delegate’s record so you can easily check what has been sent.
Tracking
Leave no doubt your message has been received using our tracking to view the exact date and time when the recipient receives and opens an email.
Customer Management
Complete Overview of Training
All information relating to training such as bookings, invoices and delegates attended are stored automatically into the CRM integrated within Dante. This allows you to respond to customer enquiries with ease such as invoicing queries, attendee information or certificate enquiries.
Email Storage and Mailboxes
Centralised Communication
Ensure that all communication with customers and prospects are recorded in your CRM system even when sent from externally or to your own mailbox.
- BCC to CRM – When emailing externally to Dante, BCC a mailbox in our system. Emails are then received and automatically stored against a specific contact record in your system.
- Mailbox – Create a generic enquiries@ or training@ mailbox on your domain which can be picked up from our system and actioned accordingly by one of the members in your team.
Automate Refresher Training
Never miss out on the opportunity for repeat business. Automatically notify coordinators and delegates of upcoming training expiry with links to your online booking portal to book their next course.