Course Manager - CRM for Training Providers

Preact's dedicated CRM application for training organisations built on the Microsoft Power Platform.

Course Manager enables training providers to reduce course administration and improves the handling of core processes that contributes to outstanding training experiences.

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Unify Course Data

Want to manage all course and contact information in one place?

Use a single application to manage delegates and instantly check the status on each course.

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Connected Workflows

Spending too much time on course admin?

Improve handling of routine tasks with guided processes and workflow automation.

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Consistent Experience

Looking to improve training feedback?

Get closer to delegates with timely, personalised messages at every step.

How Course Manager Works

  • Manage online and in-person training events in a centralised course management system
  • Link course bookings to CRM accounts and contacts for a single source of truth about each relationship
  • Instantly check capacity and availability for each course, and make provisional bookings
  • Plan individual sessions for each course
  • Track training resources and their skills to shortlist and book the best trainer for each session
  • Use ready-made templates to quickly send personalised course joining instructions
  • Issue training certifications and handle renewal processes
  • Natively connect course management with other Microsoft apps including Outlook, Power BI and Dynamics 365
  • Works with Preact's Deals App to convert sales enquiries into bookings
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Why Course Manager?

Video Transcript

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Are you looking to manage your courses and bookings more efficiently? Want to reduce administration and improve delegate…

Are you looking to manage your courses and bookings more efficiently?

Want to reduce administration and improve delegate experiences?

Move away from spreadsheets and standalone apps to a single CRM solution.

Meet Course Manager from Preact.

It enables training providers to unify course data, intelligently connect processes and provide consistent training experiences.

Built on the Microsoft Power Platform, Course Manager natively works with familiar apps including Outlook and Dynamics 365.

Course Manager includes functionality to easily plan and schedule courses, quickly check upcoming courses and current availability, efficiently process course bookings, simplify communications to delegates and trainers, and gain insights on data most relevant to you.

Course Manager is scalable and will adapt to fit the requirements of SMB training providers.

Learn more about what Course Manager has to offer...

Improving the efficiency of course management processes is a priority shared by all training providers. Here at Preact, we have a long track record in helping training organisations make a step change in performance using CRM solutions. We deploy connected systems that empower teams to provide consistent training experiences, reduce course admin and increase the value of data.

Course Manager is our CRM product for training providers to track course activities and manage relationships. As a cloud solution that is licensed as a Power App, Course Manager is rapidly deployable, requiring minimal configuration and offering highly affordable licensing.

Move away from spreadsheets and duplicated effort, to a single, secure cloud solution that will simplify the management of your customers, sales, courses and communications.

Prebuilt Course Management

  • Track each repeatable course in the course catalogue to quickly scheduled new events
  • Centralise detail about each training location including rooms, capacity and costs
  • Set the course duration to automatically calculate end times
  • Manage certifications by settings terms for each course
  • Profile courses by type including online courses, public workshops and private tuition
Course Manager Functionality Diagram

Track every interaction

Each email, booking, course attendance, activity and any other interaction is accessible within the Course Manager user interface.

With a clear and complete view of each relationship, everyone’s efforts are better focused to personalise interactions and delight delegates.

Powerful role-based security permissions ensure data is protected and your people have the appropriate access levels.

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Reduce Course Admin

Use Course Manager to systemise your business processes and automate routine tasks to enhance service and reduce the burden of administration:

  • Send emails within the flow of course bookings and other repeatable processes to share personalised information and provide timely notifications
  • Shortlist prospective trainers and send email invites which are automatically populated with course information so these resources can be quickly booked
  • Automate post-training follow ups to distribute course certifications and request delegate feedback
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Key Capabilities & Processes

Course Manager from Preact includes the following prebuilt capabilities and processes for training providers:

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Course Management

See at-a-glance each active course, including delegates booked and remaining spaces.

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Training Resources

Profile each trainer, including their skills, rates, course portfolio and booking history.

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Bookings

Handle provisional bookings, track payment receipts and use predefined email templates to update delegates.

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Course Catalogue

Schedule repeatable courses for any type and format, including online sessions, and business or personal tuition.

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Venue Tracking

Detail each training venue including key contacts, costs and room capacities.

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Full Delegate Detail

Link delegate to contacts records for a complete view of their bookings and other interactions with your organisation.

Course Manager Integrations

As a Microsoft Power Platform product, Course Manager natively integrates with these applications and services:

Course Manager: Frequently Asked Questions

What type of business is Course Manager designed for?

This is designed for SMB training providers that are looking to transition from Excel spreadsheets or CRM applications which aren't currently meeting expectations. Course Manager provides a set of prebuilt functions to handle core course management processes, so this is well suited for organisations that want to quickly implement an industry aligned solution but avoid the complexity and expense of unnecessary features.

Does this include lead management?

The Course Manager application does not provide inbuilt sales capabilities but this natively connects with Preact's Deals application that provides sales tracking capabilities. Course Manager can also be connected with Dynamics 365 Sales (requires a separate Dynamics 365 Sales licence).

How is Course Manager licensed?

Each user of Course Manager must be licensed with a Power Apps pass. This may already be provided as part of existing user licensing for Dynamics 365 or a Power Apps per user plan. A user pass can be activated by purchasing a Power Apps per app plan, currently priced at £7.50 per user / month.

What technology does Course Manager use?

Course Manager is a Power App built on the Microsoft Power Platform. As a model-driven app, this provides the same user interface compared to most Dynamics 365 modules and other Power Apps. Data is securely stored in the cloud using Microsoft's common data model (Dataverse) enabling this to be connected with other applications and services including Power BI, Power Automate workflows, Outlook and Dynamics.

What entities does this include?

The product is supplied with multiple entities and relationship types to handle training provider scenarios. These include: delegates, venues, courses, bookings, resources, certificates, course sessions and payments. Course Manager also includes standard entities such as accounts, contacts and activities.

How customisable is Course Manager?

As a Power App, Course Manager is highly scalable, enabling additional functionality and processes to be configured as required.

Request Callback

Contact us to discuss your requirements and find out how Course Manager can improve your processes.

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