Using HubSpot CRM for A
SINGLE SOURCE
OF TRUTH
CASE STUDY
SUMMARY
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WHO ARE
BRIGHT DIRECTION TRAINING?
Bright Direction Training are a training company based in Greater Manchester providing training courses across the UK. Offering traineeships and apprenticeships, learners are equipped with the relevant qualifications and skills to succeed in their new start.
This business model requires an abundance of administrative work regarding course enrollment and even staff training, so a more agile approach is required in the form of a CRM system.
THEIR
CHALLENGES
No
visibility on data in the spreadsheets
The challenges faced by training companies are specific and unique. Firstly, Bright Direction prior to Axon Garside's services was functioning via the use of various spreadsheets. This was not efficient in managing multiple relationships - something that is integral for the smooth running of the business. The need to comply with government processes, manage trainees from first enquiry to enrolment, and deal with trainers and course logistical challenges resulted in a very difficult process to manage. The current systems were just not scalable.
As well as this, Bright Direction had the goal of reducing the number of no-shows to their training courses. A huge issue in the training industry is combatting trainees not attending the course. Not only does this lead to a loss of revenue, but also highlights a lack of engagement from trainees - which is always something training companies want to reduce as much as possible.
OUR
APPROACH
CRM
system implemented for the business
A lot of small businesses are wedded to spreadsheets and struggle with the adoption of new systems - Bright Direction was not an exception to this. The implementation of new software and the sheer amount of data-transfer necessary was definitely a cause of hesitancy and worry for the team. However, the adoption of the new platform was swift and widespread due to the intuitive nature of the system and Axon Garside's emphasis on support for users across the company.
To directly target the issue of trainees failing to turn up to their courses, Axon Garside integrated the Training GP with text messaging to send vital reminders of classes. Through HubSpot, Bright Direction is able to track these texts and the responses onto a single dashboard - allowing trainers to see the entire customer journey from start to finish.
THE
RESULTS
Since working with Axon Garside, Bright Direction Training have managed to shrink the average time it takes to enrol a learner by an impressive 60%. As well as this, the number of enrolments per month has sky-rocketed by 75%.
These brilliant results illustrate how HubSpot CRM has streamlined this particular training provider's processes across the entire business. Thanks to a centralised system, the customer experience is optimised and more sales are successfully closed.
Bright Direction Training's launch of a wide range of courses paired with HubSpot's automated methodology has meant that customer demands are efficiently met and more time can be spent crafting a positive customer-business relationship.