Trainer CRM: Leveraging Zoho Creator Platform

The pandemic has changed the ways businesses used to train their employees. Since every business in 2021 is in the rush to utilize and experiment with hybrid, partial attendance, and remote work models, there are a lot of things to consider while planning out and executing future ventures. In such a situation, the need for training institutes or training providers is enhanced. And, they not only have to deal with the changing work model but also have to take drastic and immediate steps to sustain the marketplace. And the first step that trainers need to take is the establish an ecosystem that supports online and on-site client needs and provide uninterrupted training services from technical training to mentorship, and management training, along with language training.

If you are in the process of seeking answers the question like what LMS system to use, how to manage invoices and payments, along with the schedule and attendance management of enrolled students, then you will find this piece of writing highly suitable.

Here in this article, we have given an overview of challenges that businesses are facing in today’s world, and what types of training are highly in demand. Lastly, a detailed note on how Zoho Creator, how it can serve as a low-code development solution which training providers can use to create their very own Zoho Trainor CRM. Moreover, if you don’t have expertise then you can always seek consultation from  Zoho Creator certified developers and Zoho Creator Consultants to know about the Zoho Creator Implementation and Zoho creator integration process.

Read More On: A Complete Guide On Zoho Development & Customization

What Are The Challenges Of Businesses To Train Their Employee?

Pandemic and shift to remote work have shown that businesses that are not using SaaS technology suit, application or ERP and CRM had a lot to look into, and mitigate risks. And, on the other hand, employees lack the basic training and technical skills, hands-on experience of using multiple applications to manage their tasks and remain productive from home. Therefore the challenge that businesses are facing amidst of COVID are as follow:

  1. Competition to update is the first challenge that every business has to face. Since the competitors are adapting to the change very quickly, this heightened the need to innovate and integrate new CRM but the key is to train employees to adopt the new system immediately and start using the system.
  2. Familiarity with new technology and skills is the second issue which industries are facing especially from the employees’ end. And, this is causing a delay in the integration of new technology, the adaptation of hybrid and remote initiatives.
  3. Global Expansion, since every business has access to the internet and customer is moving online, this has pushed business to shift online, in order to cater to the segregated customer base. And, many businesses are on their way to global penetration, therefore delaying the expansion will cause a huge revenue problem. But, this expansion is subject to technological advancement and employee training.
  4. Language and communication is the last thing that business on the verge of global expansion needs.

Also Read: Get Ready to Change the Way Your Business Operates with Zoho Creator

Type Of Training Needed By The Trainees

  • Management Training
  • Sale Training
  • Tech Training
  • Skill Or Language Training

How Zoho Creator Can Create A CRM To Assist Your Business

To fill the gap created by the pandemic and assist businesses with employees and executive training, the trainers can devise their own solutions using Zoho Creator. It includes everything from the customization of the dashboard for the progress and success monitoring, invoice and trainer handling, payment management, training, evaluations, and certificate management. And, one of the best solutions which help you with personalization and new system creation is Zoho creator. It is a low code development solution. Once you bought the subscription, you’ll be eligible to access and utilize the feature of over 50 applications offered by Zoho and craft a system of your own.

Read: Build Custom Applications with Zoho Creator

Here is how a customized Zoho Trainer CRM can help you in the quest for automation:

  1. Central Date Management. With customized trainer CRM the trainer or the executive can access get one-stop access to all the data including day-to-day enrollment, upcoming training sessions, type of training requested, and the lead information. Along with this, the system can be customized for individual users including the enrolled trainees.
  2. Dashboard With Key Metrics. Since keeping track of every information along with the calendar can ve hectic, the trainers can customize the dashboard and get everything on a single screen from enrollments to the appointments, most bought type of training, a module of training, and monthly success reports with graphs and charts.
  3. Lead Module. This is the most important thing for trainers, therefore, you can create a separate tab to get a comprehensive view of lead e.g. nature of inquires, interest details, contact, and training requests. By using this information the executive can categorized leads based on their type, nurture the leads, and communicate via call and virtual meeting and manage tasks accordingly
  4. Invoicing And Quotation are the third things. With Zoho Creator, you can use the finance application invoice to automate the invoice creation for recurring clients. However, if you have a new client request then you can create a new invoice with a drag-and-drop feature, send automatic reminders for payable, and manage online payments.

Learn More: Subscriptions, An Ideal Avenue For Business Revenue!

  1. Learning Management System. Apart from setting up the system for the executive, you can also create your own LMS with multiple course modules, decide and segregate courses self-paced and one-on-one training, along with group training. Moreover, you can create a system to mark attendance, assign trainers, create test material, and simultaneously mark assignments and issues course completion certificates.

Parting Words

While initiating or managing a business, the retention of employees should be the first concern of companies, especially when there are a lot of options the employees have. And, if of the best business culture are those where employers invest in the employee training in both managerial and skills. In such a situation the trainer needs to adopt a new CRM to smoothen their business process. Since not all CRMs are designed to manage the business. But Trainers can create their own CRM using Zoho Creator.

To get Zoho Creator integration into your system you can concult Techloyce. We have certified Zoho Creator Consultants and a dedicated Zoho Developer team to provide Zoho Creator Implementation and Zoho creator integration services.

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