Sales cycle

Sales cycle supports the entire sales cycle for public course places.  In the previous trail (List courses efficiently) you learnt how makes it easy to list course dates on your web site.  As soon as a course is listed the general public can search for the course, make an enquiry on it and register.

Searchable course listings

Scheduled courses automatically appear on your web site. lets your public customers search by:
  • Course types and titles
  • Locations
  • Professions
  • Discounts

Each course listing on your web site can include:

  • The title, date and location of the course
  • A short description of the course, and a long description - both with attractive formatting, images, links to more information etc
  • Information about the format of the course - e.g. a 2-day instructor-led course
  • Pricing and discount information
  • An indication of whether places are available
  • Links to information about the venue, and an automatically generated map of the surrounding area
  • Information about the trainer
  • Files that can be downloaded - e.g. a PDF version of the course description or detailed information about pre-requisites

The appearance of the listings can be freely adjusted:

Features Effort
Your own fonts, colours, icons and images In most cases we can change these for you in a few minutes, or your own team can make these changes
Hide selected information In most cases we can do this for you in a few minutes
A completely new layout This can be developed by reusing our existing code. The effort will vary depending on the scale of the change.

Respond to inquiries and sales leads

Customers can enquire about a course using a simple online form.  This can be configured to start an automated workflow.  A typical usage scenario is:
  • Immediately after the customer submits their enquiry - automatically:
    • send an email to the sales agent for that course with the information we obtained from the enquiry
    • send a different email to the customer acknowledging their enquiry, and supplying a little more information about the course
    • If the course is provided by a third-party, send an email asking them if a place is available
  • If a place is available send an email to the customer confirming a place is available and inviting the customer to register.  The sales agent will also answer any specific questions, either by calling the customer or by reply email.

A similar process operates for leads from other sources such as phone calls.  Your sales agent can enter information about the caller in the administrative version of the form and then process the lead in the same manner as those from the web site.

Accept registrations and payments

Customers can register online, providing information about themselves and how they want payment to take place.  Depending on the payment option they choose, they can be invited to pay immediately after the registration process.  Customers can pay online using your selected 3rd party payment provider.

See the sales backlog provides customisable views of outstanding sales so you can see where to spend your sales effort. You can view outstanding sales by where they are in your sales process, and by sales agent. also let's you assign and track follow-up actions so you know when to get back to a customer. An audit trail of notes and actions is kept for every enquiry and registration so anyone of your staff can pick up from where someone else left off.

Define automatic emails and workflow lets you define templates for each type of email you send, and reuse these templates whereever you need.  The templates let you include a wide range of information from the database, including details about a course, information from a customer's enquiry or registration, contact information for the Sales Agent, attachments such as course description PDFs and so on.

You can define your own processes for sales and administration, and use's automated workflow tools to take automatic actions, minimising manual work and producing a consistent customer experience.