Automatically builds your client database

March 10, 2009 10:18 pm, Published by

One of the benefit of web-based software, when compared to old fashioned installed software, is the ability for us to roll out new features quickly without worrying about users having to install new versions or update multiple machines. This benefit results in us being very nimble when it comes to responding to customer feedback and requests and helps in our aim to make the lives of training providers as easily as we possibly can.

A good example of this in action is with a new feature we have recently released. This feature sees all information entered during the registration process on the website automatically used to populate the LearningSource client database. For example, a new organisation record is created with the details provided during the registration process. Likewise, a new contact is created from the details provided from each course attendee registration. From there, any future purchases are tracked against the same organisation, and all future course registrations are tracked against the respective contact.  

The functionality is proving to be a success with our current customers. What used to be a time consuming process of manually entering new client information into their database is now fully automated. LearningSource is also capturing more information than they previously recorded, such as capturing and storing a record of courses each individual has completed.


The information about past clients is a valuable asset for all businesses.  LearningSource is committed to giving training providers all the tools they need to not only capture of this information, but also use it to better manage and develop client relationships.  It’s all part of our focus to integrate important Customer Relationship Management (CRM) functionality training providers require within the LearningSource solution.  

The LearningSource Story

February 1, 2009 12:52 pm, Published by

LearningSource started with a simple idea, but we were inspired to deliver more.

Solve problems

Three years ago we set out to build a solution to solve a number of logistical problems associated with delivering training services. We recognised that current systems only fulfilled part of a training provider’s needs and only addressed a limited number of their problems. We knew we could develop something better.

Add Value

At about the same time we set out to build our training system, we noticed a changing trend in the way people were communicating with one another. The rapid expansion of social networks such as MySpace, Facebook and Bebo, meant people were interacting online like never before. Sharing their ideas through blogs, their videos on YouTube, and collating their knowledge on sites like Wikipedia.

We noticed that while some education institutions had recognised the opportunity to leverage this new trend in online communication, nearly all training organisations hadn’t.  Why? The reason was simple, it was just too hard.  While online collaboration systems were available, they were hard to implement and required further administration to manage.  This put them out of reach for most training organisations.  Those that had implemented them found that the additional overhead in management meant it was uneconomic to integrate them into short courses.

This left us with an opportunity.  If we were able to leverage existing collaboration technology and integrate it into our training management system, then make it easy to use, we were onto a winning solution.  A solution that didn’t just solve problems, but allowed training organisations to enhance and extend their classroom delivered courses. To add value to their existing training services.

Build Future

It has only been in the last 12 months that we identified the final key component that if integrated into our training system, would complete our system and allow us to deliver an end-to-end solution for a training business.

The missing component was a Customer Relationship Management (CRM) tool specifically designed for training providers, that not only integrated course information with client information, but also integrated directly with a training provider’s website, where online registrations and payments map directly with client records.  The power of such a system wouldn’t just be in its ability to eliminate duplication of information and double entry of data, it would be in its ability to deliver a clearer profile of a training provider’s clients.  Couple this with easy to use and effective relationship management tools and you have a system that allows a training provider to build their business for the future.

So here we are now, three years on from first conceptualising our ideas.  While there is still plenty more development to go, we have a system that’s now in use and already having an impact on the way a number of training organisations run and grow their businesses.

It’s a great feeling to reach a point were we can now start to market and promote LearningSource.  We look forward to sharing our journey with you now and in the future.