Customer Relationship Management | Arlo Training Management Software

Customer Relationship Management | Arlo Training Management Software

October 18, 2019 0 By Kailee Schamberger


This video covers Arlo’s CRM which is built
for training providers and will allow you to store individual records, manage client
relationships, and run targeted campaigns Use the ‘Google like’ global search to
quickly find contacts in your CRM On a contact, view key information, including
a list of completed courses and elearning. Arlo’s database is fully customisable and
can be extended to meet your needs. Add custom fields. Record and track marketing information
And manage consents. Already running a CRM like Salesforce? No problem, use the ‘Arlo for Salesforce’
app or integrate your CRM using Arlo’s powerful
API. Manage organisation records in Arlo too. Configure Arlo to capture and store the account-level
information you need. Record notes
Add a task And store documents. Arlo lets you manage key contacts on an organisation
and will automatically link other contacts to the organisation based on their email address. Manage account hierarchy, such as regional
departments linking to a head office account. Assign account managers to each of your organisations. Schedule account reports to be sent to each
account manager on a regular basis. Duplicates are a thing of the past with Arlo’s
duplicate management Arlo’s merge feature copies all associated
items onto the merged record Generate and manage sales leads and opportunities
in Arlo. Arlo’s lead management is designed specifically
for training providers. Capture leads from your website. Website course pages not only promote public
course dates, they also include an option to enquire about running the course privately. Lead forms are fully customizable. In Arlo, new leads appear at the top of the
list. Manage information about the lead. Add ratings,
a follow-up date, and other information. You can record notes, add tasks, and send
emails And when the deal’s done, close it as won. Arlo lets you gauge interest in courses, and
when there are enough leads, publish the event and invite them to attend. Arlo’s CRM includes everything in one place. It allows you to get close to your customers,
track course activities, capture and nurture leads, and manage client records and relationships. Capture and nurture leads
Build lasting relationships with customers But what about generating new business? Watch our next video to discover how you can
sell more training with Arlo’s suite of marketing tools.