Training CRM & Workflow |
Ainscough Training Services
A CRM & Workflow solution that has delivered significant efficiency and productivity improvements to this successful training business.
Ainscough Training Services provide professional training qualifications and NVQs in lifting operations to a wide range of industries including construction, manufacturing, aerospace and the MoD.
Situated across two sites, the company employs 20 people and is recognised as one of the UK’s leading training providers for lifting operations.
As demand for their training services grew, Ainscough faced a dilemma; employ more administrative staff or invest in a new system to better mange operations.
Their existing CRM, a customised Microsoft Access database, was adequate when they were only training a handful of candidates per week, but as demand grew the limitations of the tool began to significantly inhibit their efficiency.
Business growth was being held back and the company recognised they needed to invest in a new solution that would meet all their needs. Most importantly they wanted a supplier they could trust to be on hand when they needed them, and to support they growth ambitions.
Before any development work began, we met with the Ainscough team to map their workflow and identify key efficiency gaps our solution needed to overcome. The resulting process map provided a template for the configuration the system.
We then configured Flight CRM and workflow management software to the precise requirements of Ainscough, sharing the tailored software in a test environment to collect feedback from the Ainscough team. Configuration included branding, user set-up, content labels and automated notifications.
The system also included additional functionality, specifically designed for the training and events sector.
These were also configured to Ainscough’s requirements and included streamlined event scheduling with joining instructions, payment options and certificate printing.
- Full customer and delegate record with reminders, order history and document uploads
- Lead tracking and notifications to prompt proactive customer management
- Custom certificates, letters and email templates
- Multiple payment options with integrated payment gateway
- Automated tasks including attendee registers, joining instructions and delegate reminders
- Full reporting suite with customised reports
Since the adoption of Flight CRM and workflow management software, Ainscough Training has been able to more than double its output without taking on any new administrative staff.
“We have been delighted with the way Blue Wren has worked with us to create and develop a system. Blue Wren always work hard to understand our needs and have exceeded our expectations with what they have been able to deliver. Their communication is excellent, in particular the response time when we need support.
Our system is a vital tool to ensure we provide the best service possible to our customers and we have been extremely impressed with the technology, systems and valuable advice Blue Wren have been able to give us.”