training sales cycle management features

In our Training Management System Features blog series, we’re exploring the key features needed to ease the complexity and optimize these core training back-office processes: Operations and logistics, scheduling and resource management, financial performance and budget planning, reporting, and in this article — sales cycle management.

If your organization manages and sells training as a business, chances are your business tools may need an upgrade in the sales cycle management area. Managing back-office processes in multiple systems and/or spreadsheets is not only cumbersome and inefficient but can lead to lost revenue. Streamline your training business by using a Training Management System (TMS) to track critical steps in your sales cycle. This type of software can also help you automate dreaded, manual tasks and trigger alerts to ensure invoices get paid!

Looking for a way to boost sales? A training management system can help increase your passive income stream by enabling self-service customers to make purchases via an online training catalog. Plus, you can encourage customer success by supporting customers post-purchase with a client portal.

Training management software is specifically designed to help training providers cut costs and maximize revenue. Below are the must-have features to look for when considering this technology for managing the stages of the training sales cycle.

Training Management System Features: Key Training Sales Cycle Management Features for Managing Vital Sales Activities 

  • Sales Cycle Management

Are you a training provider or training company in need of an efficient way to manage your sales and back-office processes? Maximize revenue from your sales cycle by streamlining your open and closed courses from order to invoice. Monitor sales with live indicators for pending orders and invoices. Plus, save time with a mass invoicing capability, and have more flexibility with customizable invoicing terms. You can even keep sales and administrative teams informed by sharing order information in real-time so that validated orders can be directly transferred to scheduling. And lastly, maintain accurate accounting records and export reports to ensure financial information compliance.

  • Training Catalog and Client Collaboration Portal

Help your customers and extended enterprise easily purchase your training through an online training catalog with a direct ordering process. Sell your training via a training catalog or use a training management system to create a user-friendly B2B Client Collaboration Portal, so customers and/or your extended enterprise can schedule, order, and purchase training directly. Save time, improve sales, and create a memorable buying experience for customers by giving them the ability to order and track their entire training process. 

  • Profitability and Sales Monitoring

No matter your training audience, whether you’re a training company or managing training for your extended enterprise such as your customers, partners, or distributors, one of your goals is most likely to improve financial performance and scale your business. If you’re running a training business, you’ll want the ability to manage your public and private course ordering process, track customer history, and synchronize with your existing CRM. All of which, a training management system should include.


training management system features e-book
Download the E-Book:
Top 20 Training Management System Features

Download the Top 20 Training Management System Features E-Book

Looking for a deeper dive? There’s more! For a comprehensive list of all training management system features that every organization needs to effectively manage Instructor-Led Training (ILT) and virtual Instructor-Led Training (vILT), download our e-book, “Top 20 Training Management System Features: The Complete Checklist.”

download training orchestra e-book tms features

Meet Training Orchestra:
Powering Innovation in Training Management

For over 18 years, we’ve been helping 600+ organizations worldwide manage their instructor-led training operations and over $6B in training budgets. Training Orchestra can help you optimize classroom and virtual training operations: session scheduling, resource management, instructor calendars, vILT, cost tracking and reporting. As a complement to your existing learning technologies, Training Orchestra can replace all XLS spreadsheets and manual tasks, so you can manage training as a business.

Interested in how you can improve ILT / vILT efficiency and do more with less? Contact us to learn more, and watch a quick 3-minute Training Orchestra intro demo for training business and extended enterprise

Request a Training Management Software Demo

Up Next! More in our Training Management System Features Series: 

  1. Training Operations and Logistics Features
  2. Training Scheduling and Resource Management Features
  3. Training Budget and Financial Performance and Planning Features
  4. Training Reporting Features
  5. Training Sales Cycle Management Features – You’re here!