Transforming the feedback and certification processes of a training company
In this example, we will look at how a global training provider in a niche sector took advantage of Zoho CRM and Forms to automate the process of gaining feedback and issuing certificates to all delegates who attended its courses.
The requirement was to specifically resolve the following two key challenges or issues: delegate feedback and certificates.
Delegate feedback
Firstly, the feedback forms were printed out and provided by the trainer at the end of each session. Some would be completed on the day at the end of the session, but not everybody completed them and left them with the trainer. It was then a manual process to collate and report this information, which could take hours to complete manually. In many cases, this would not be completed until several days later – which may be too slow for the trainer to react if there was anything that needed to be dealt with quickly.
