Integrating a CRM into your LMS might sound complicated or seem impossible – but that couldn’t be further from the truth. If you’ve invested in a CRM there are countless opportunities for you to take advantage of. With a properly integrated CRM you can:

  • Save time by automating almost anything, from enrolment to personalised emails
  • Keep users engaged and on track to complete your courses
  • Increase the lifetime value of your learners

We’ve outlined some of the key reasons why you need a CRM and how you can take advantage of its features to help you save time and increase your RoI.

Reduce churn with structured onboarding

Arguably one of the most important things to get right is the immediate onboarding and training of users after a sale. This could be the difference between retaining users and losing them at the earliest point.

Structured onboarding will fire off a sequence of emails to users, personalised to them based on the course or cohort they’ve enrolled in.

Nine out of ten users will renew a subscription or paid service when they receive training on how to use your platform (TSIA). Whether you are offering stand-alone courses or paid content via a subscription, you cannot afford to ignore how vital the onboarding phase is.

Reduce your support costs by automating enrollment

Gone are the days where you have to manually add a user into your LMS and email them their details. Your CRM will create user accounts on the LMS, send their passwords, enrol them onto the relevant courses, and send relevant welcome/enrolment emails. Nifty!

Keep the learning journey going without having to track every user

Automatically send emails to those who have completed their programme to provide them with their next step; this could be a suggested course, upsell onto additional services or even a feedback form.

Choose your call to action wisely; is this about keeping the momentum of learning going or getting feedback so you can improve your learning content?

Reduce stagnation by keeping learners engaged

There’s nothing worse than scratching your head wondering why no one is completing your course.

When users are engaged and accountable, they’re more likely to follow through with and complete their training, so creating an automation that sends out a nudge to users who haven’t logged in or who are seemingly stuck could be just what they need for them to move forward – and for you to spot any potential issues!

Sync user data between platforms

With a CRM in place you can store all your users’ data in one centralised, secure location that when updated, ensures all instances of user data are updated across multiple platforms at once. Your CRM, LMS and any other systems you integrate with will be in sync at al times. This means you can wave goodbye to out of date, inconsistent user details.

Save time on progress tracking by checking the CRM

With a CRM in place, you can track learner progress and maintain a record of completed courses to ensure your learners have had the most up to date training. This can sync up with your LMS to update when new courses are completed.

Automate your marketing to improve your targeting and RoI

CRMs provide you with all the client data you need to segment and target specific users with new products and communications.

For example, you can send discount vouchers to those who add a course to their cart but don’t complete the purchase, with an aim to push them over the line.

When you let the CRM automate your marketing and sales through the use of targeted emails and personalised offers and newsletters, you can focus your efforts on winning new business.