LearningSource

Features

Customer Relationship Management

Store all client information, documentation, and record of learning in one place. Manage key contacts, record notes, and track tasks. Reduce the amount of data entry by letting LearningSource automatically build and maintain client information for you.

LearningSource is your customer relationship management tool. Store all client information, documentation, and record of learning in one place. Manage key contacts, record notes, and track tasks.

  • Single source of information

    LearningSource provides one central easy-to-access location where all client information is stored and managed.

  • Client Information;

    • Contact details
    • Documents
    • Notes and tasks
    • Communications sent/received
    • Employees (linked to individual accounts)
    • Record of orders

  • Contact Information;

    • Contact details
    • Documents
    • Notes and tasks
    • Communications sent/received
    • Record of courses completed

  • Central location for client documents

    • LearningSource offers a fully featured Document Management solution for managing client and contact documents including version control, automated backup, offline editing, change approval, and office integration.

  • Prevents duplicate accounts

    LearningSource prevents the creation of duplicate accounts by checking information as it is entered.

  • Market courses to client needs

    LearningSource allows you to develop a profile of each individual client. Track courses they are interested in and courses they have completed. You can then use this information to run targeted marketing campaigns, promoting specific courses based on each individual's own learning experiences and areas of interests.

  • Automatically builds your client database

    LearningSource captures information entered during the registration process and then automatically storing this within your customer relationship database. It creates new accounts for businesses and individual contacts for each course attendee. From there, any future purchases are automatically tracked against the same account, and all future course registrations are tracked against the respective contact.

  • Automatically maintains client information

    Each time a client registers for a course, they effectively check and update their information for you. Any changes, such as a phone or address will be automatically updated within LearningSource.

Manage the relationship

LearningSource provides simple and easy-to-use tools to effectively manage your customer relationships.

  • Easily record the details of meetings, opportunities and activities.

  • Create tasks to follow up at a later date.

  • View communications that have been sent and received.

LearningSource provides simple and easy-to-use tools to effectively manage your customer relationships such as notes and tasks.