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LEARNING AND TRAINING CRM SOLUTIONS

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WHAT DOES YOUR TRAINING BUSINESS LOOK LIKE?

You’re running a business offering training courses which are either fully digital, in-person, or a mix of both. Your courses could be one-off sessions, a structured series, or a rolling subscription. They could be live, pre-recorded, interactive. 

Training might be your core business, or maybe it’s an extra revenue stream alongside your main offering. You’re selling masterclasses directly through your website, or designing bespoke training for businesses that need a tailored approach. Tech is at the heart of it, whether you’re using platforms like Thinkific, Kajabi, or Mighty Networks, or you’ve gone all-in on a custom-built system.

Whatever your setup, you need seamless processes, automation that works for you (not against you), and a way to keep learners engaged without drowning in admin. That’s where Bright Dials comes in—helping tech-savvy businesses like yours scale smarter, not harder. 

Common CRM problems for Learning and Training Companies

(Problems we know how to solve)

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Disconnected Sales and Finance Data

Your bespoke and eCommerce sales aren’t properly synced with your CRM or finance systems, making reporting a headache.

Misconfigured delegate and event data create even more chaos—teams struggle with revenue insights, commission tracking, and missed post-course cross-sell opportunities, especially for company-funded training.

On top of that, managing complex pricing, vouchers, discounts, and refunds is a nightmare with clunky, manual processes.

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Messy Delegate & Course Data

A poor object structure can obscure delegate history, making it difficult to track engagement and long-term value.

Without a clear view of each delegate’s journey, measuring ROI and lifetime value becomes impossible. This lack of insight also means missed opportunities for effective cross-selling and upselling.

Without the right data, planning for sustained growth is a challenge.

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Inefficient Delegate & Trainer Management

Disconnected systems make it difficult to track delegate history, manage registrations, and handle late sign-ups efficiently.

Inconsistent course onboarding means delegates miss important information, and course leaders don’t always know who’s attending.

Without a structured follow-up, post-course cross-sell and upsell opportunities are being lost.

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Expensive Manual Administration

Managing course updates, last-minute cancellations, swaps, and refunds is time-consuming and inefficient.

Without automated messaging, handling daily delegate changes becomes even more complex, putting extra strain on your team and delaying customer communication.

As a result, delegates miss important updates, leading to frustration and lower satisfaction. While your team gets stuck in admin instead of focusing on higher-value priorities.

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Disjointed Customer Support

Sales and service teams struggle to stay aligned, often juggling multiple systems to find the information they need.

This lack of coordination leads to miscommunication, friction between teams, and a slow, disjointed customer experience.

Without a central source of truth, delivering seamless service becomes difficult. Resulting in delays, frustration, and inconsistency across departments.

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Poor Onboarding

Manual onboarding for staff, course leaders, and delegates slows everything down and drives up costs.

Staff may lack the tools or training to manage courses efficiently. Course leaders might not receive accurate attendee details on time. Delegates may miss key information when they need it most.

This leads to confusion, delays, and frustration—creating a disjointed experience that impacts productivity and reduces course success.

WHERE DO WE START?

Your CRM should enhance your ability to sell and deliver courses, not create extra work. We start by evaluating your training products, sales process, and delivery methods, from course formats and instructor management to customer support.

We want to understand who are your buyers and attendees. Or do you sell through corporate decision-makers? Are you selling via an ecommerce store or are they bespoke sales led by a sales team. Perhaps a blend of both?

We also assess your existing systems and integrations. Is your CRM supporting your growth? Are sales, marketing, and course delivery systems aligned, or are data silos holding you back?

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HOW DO WE DESIGN A SOLUTION?

Once we understand your workflows, we design a CRM strategy to automate lead conversion, handle registration, and deliver courses, while maintaining a personal touch. How do you nurture prospects and drive repeat purchases? Does your tech stack need service ticketing, finance, or eLearning integrations?


We define how data flows across sales, ecommerce, customer service, and finance, ensuring a seamless experience from first contact to course completion. If your CRM needs custom objects for attendees, corporate training accounts, or certification tracking, we design solutions that scale with your business.

HOW DO WE BUILD YOUR SOLUTION?

With a clear roadmap, we implement, integrate, and optimize your CRM, ensuring a smooth transition with testing, training, and post-launch support. Whether you're migrating systems, improving automation, or eliminating manual processes, we help you create an efficient, compliant, and growth-ready training business.

Our expertise ensures seamless data migration, enhanced reporting capabilities, and streamlined workflows tailored to your unique needs. Plus, we provide ongoing guidance to help you maximize CRM adoption, drive engagement, and unlock long-term business growth.

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If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.

Read the Case Study

Emilie Lashmar

Emilie Lashmar

Creative Director, PLATF9RM
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Bright Dials helped clarify and educate us on the processes we needed to do. Their attention to detail and approach to working with our other suppliers was invaluable. We would have no hesitation in recommending Bright Dials to anyone.

Alison Tidball

Alison Tidball

Operations Director, TNM Coaching

NEED A LEARNING AND TRAINING CRM AUDIT?

  • Identify Data Gaps – A CRM audit shows how to connect sales, course registrations, and delegate data, ensuring seamless reporting and better decision-making.
  • Optimize Processes – The audit uncovers ways to automate manual tasks like registrations, cancellations, and refunds, improving efficiency and reducing admin costs.
  • Improve Team Coordination – It highlights how to integrate systems and streamline communication between training, sales, and support teams for smoother operations.
  • Enhance Onboarding – The audit reveals bottlenecks in onboarding staff, course leaders, and delegates, helping reduce time and costs while improving the experience.
  • Improve Communication – It identifies gaps in automated messaging to ensure delegates receive timely updates and improve customer satisfaction throughout the learning journey.

WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.