What is training resource management for customer education?

Customer education, adoption and loyalty are at the heart of your success. Happy customers mean more referrals, repeat sales, and ultimately, more business. What’s the key to helping you better serve your clients and support your business? Your customer training.

You’ve got the best LMS for your learners and eLearning. But, how are you supporting your instructor-led and virtual instructor-led training courses? If you’re still managing your ILT and vILT back-office with XLS spreadsheets and Outlook calendars, there’s a much easier and more efficient way.

Automate and optimize your face-to-face and virtual customer training operations with a training management system that is designed with your customer education initiatives in mind: Private and public course scheduling, resource management, instructor booking and collaboration, reporting, sales cycle management, and more. With seamless integration for your LMS, website, and other business-critical technologies, our customer training software allows you to streamline all of your day-to-day customer education operations and activity in one succinct place. Spend less time on the back-end, and more time on training activities such as driving customer adoption, loyalty, and retention, to help your customers make the most of your product and grow your business.

The leading Training Management System for customer education

Training is at the core of your business. Therefore, you need the right tools and solutions to ensure the success of your customer education programs. As a complement to your LMS, Training Orchestra’s award-winning Training Management System for customer education helps your business:

  1. Optimize course scheduling and resource use for your client training initiatives
  2. Make the most of your trainers and subject matter experts (SMEs) by matching the best, most available instructor to each training session
  3. Ease the complexity of managing your equipment and resources for both in-person and virtual classrooms
  4. Better manage your public (open) and private (in-house/closed) courses
  5. Interact in real-time with your customers thanks to our B2B client collaboration portal
  6. Maximize revenues and manage financial performance from order to invoice


Training Management System features for your customer training initiatives

Streamline your entire training process and help your teams collaborate effortlessly on ILT and vILT operations and logistics—all while handling multiple locations, languages, and currencies with ease. How? By employing these top 10 training management system features for training your clients and customers:

  1. Resource management

    Increase visibility and control over your resources and save hours of manual work. With customizable timeline and agenda views, you can schedule and integrate any type of resource (instructors, rooms, equipment) and carefully monitor usage rates to make the most of your resources and meet your goals more easily.

  2. Conflict-free course scheduling

    With a high-level view of your training sessions and activities, you can quickly and easily drag and drop your sessions, instructors, and resources all into the right place and time to create a conflict-free schedule every time with our Training Scheduling System.

  3. Instructor engagement portal

    Find, detect, and engage the most qualified and available instructors and subject matter experts (SMEs) for each of your client training sessions with this external-facing Instructor Engagement Portal.

  4. Automated administration

    Save time by automating administrative processes such as the production of documents, sending invitations to instructors, and collaborating on tasks, all while easing communication with your customers and clients in one powerful system.

  5. Task management

    Eliminate manual work by reviewing and prioritizing all tasks, to-do lists, and deadlines in one flexible platform for simple and easy management.

  6. Centralized business analytics and real-time KPIs

    Thoroughly monitor analytics and KPIs in a shared database so you can visualize, interpret, and act on your data to make good business decisions for your customer education programs.

  7. Sales and profitability monitoring

    Compliment your CRM in order to better manage your public and private course ordering process, one client at a time.

  8. Sales cycle management

    Maximize revenue from your sales cycle by streamlining your open and closed courses from order to invoice.

  9. Client collaboration portal

    Save time, increase sales, and create a memorable buying experience for customers by giving them the ability to order and track their training activity in a B2B client collaboration portal.

  10. Fully customizable reports

    Analyze your training effectiveness with a drag and drop training reporting tool and unlimited data refinement, so you can visualize your data more easily and gain valuable business insights.

For the full list of training management system features for customer education, download the
Complete Checklist of the Top 20 Training Management System Features


Customer training software FAQs

1. What is the difference between Training Orchestra and an LMS?

Training Orchestra’s Training Management System (TMS) complements the Learning Management System (LMS), focusing on back-office operations and logistics for your ILT and vILT training. The LMS focuses on the eLearning and the learner. Find out more about a TMS vs. LMS in our blog: Training Management System and Learning Management System Differences.

2. Can Training Orchestra interface with my LMS?

Yes, our training management system seamlessly integrates with your LMS, website, and other critical technologies. There are more than 750 Learning Management Systems available in the entire world, however, only a handful are specialized for customer education. Training Orchestra has specialized capabilities for customer education, and we have successful experience with the best LMSs designed for customer training and can help provide the expertise and experience you need.

3. Can Training Orchestra help us manage our private training courses as well as our public courses?

Yes! Training Orchestra’s Training Management Software is designed to manage both your public and private, or closed / in-house, courses. From order to invoice, you can manage your complex resources and scheduling for both, in this one unified system.

4. Can Training Orchestra help me manage both ILT and vILT?

Yes! Our Training Management System is the leading software for automating and optimizing both classroom and virtual customer training activity. Learn how ILT and vILT learning experiences are helping organizations meet today’s demands, and how to better manage ILT and vILT with a Training Management System.

5. What is Customer Education?

Customer education is the practice of continually educating and training your clients on your products or services to drive customer adoption, loyalty, and retention—ultimately leading to increased sales and profits. Training Orchestra helps you gain more visibility and control over your in-person and virtual training operations so you can spend more time serving your customers with a robust customer training program.



Join 600+ successful stories with our Extended Enterprise Training Software!

We chose Training Orchestra’s solution because it adapts to our industry specific needs, and allows us to unify the training of clients, partners and employees in a single solution.


Managing Director, Airport College @ Worldwide Flight Services

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Why Training Orchestra for customer education management?

Worldwide support

We bring the flexibility and support to adapt our training management software to your activity and grow with your needs thanks to our highly competent project managers

Continuous innovation

Innovation is part of our DNA. Our R&D teams are continually working on new innovations that are integrated natively into our solutions

Proven Customer Education Software

Our proven training management solution leverages best practices from over 600 customers, including some of the world leading companies in their field who are training their clients and extended enterprise

Learn more about our Customer Training Management Software