TBMS - Overview

DataCraft's Training and Business Management System is the tool of choice for busy training operations.

Available in both single and multi user options, TBMS satisfies whatever requirement you may have for the size of your business.

TBMS tracks all your Contacts, Delegates/Students, Schedules, Courses, Bookings, Calls, Quotes, Sales and Purchases.

It takes about two minutes from the moment a client confirms a booking on an open course to book the place (and adjust the places free status on that course) and produce the Joining Instructions, Pre Course Questionnaire and Invoice.

All Prospects, Customers, Accounts and Suppliers are stored and displayed in the master Contacts List and you can switch from one group to another in a second. Each contact is assigned to the user who entered it into the system so individual telesales members can easily work with their own contacts while accessing the master, communal TBMS database.

Each contact can be Profiled with as many attributes as you wish to track. The powerful Profile Query Engine lets you find all contacts that meet the profile you are seeking. Another click and you can mailshot these contacts in seconds using the link to MS Word.

The Training History of every attendee is immediately displayed as soon as he/she is highlighted in the master contacts list.

The powerful Course Query Engine lets you find those students that have attended one course but not another for any period you select. You can then mailshot these customers in seconds using the link to MS Word. Great for launching new items in your portfolio.

TBMS creates the invoice and stores each in the Sales Ledger automatically. Complete payment history and outstanding balances are displayed automatically as soon as you highlight a contact in the master contacts list.

All Sales are logged against a Sales Person so that both performance and commission statistics are immediately to hand.

The powerful Call Logging Manager stores all communications between the company and your contacts together with date and time reminders of actions to take in the future. When an action is due, TBMS will popup a reminder message so that you don't lose track of the promises you make to clients.

Tax or Vat is automatically calculated on each line item of a Sale. Summary Tax reports (eg: for Vat Returns) are a simple click away.

Managers can easily track the activity generated within TBMS with instant summaries of how many Bookings, Contacts, Calls, Quotes, Sales and Purchases have been etered into the system, by whom and for any period. This helps to identify those areas of activity that need attention before it is too late!

Annual Calendar: displays all twelve months of each year selected. Each day is colour coded when an event is scheduled for that day. Click on any day of the year and TBMS will display the Course or Event that is taking place on that day.

Delegate Needs Manager. This enables you to track the needs (Hotel, Breakfast, Coffee, Lunch, Tea, Dinner, et.) of a delegate for each day he/she is attending one of your courses.

Tutor Diary: displays all the Instructors plus each course he/she is scheduled to deliver, details of the event plus who is booked on that course. Select a Tutor in the list and his/her events for the year are displayed. Select an event and the relevant month in which that event occurs is displayed in the Calendar. Also the course details are displayed together with a list of delegates who are booked on that course.

Schedule Diary: displays a three month calendar for any period you select. Each day is colour coded with the event taking place on that day. Select any day within the calendar and the courses and events taking place on that day are listed. Select any course or event and the delegates booked on that course are listed.

Venue Diary: displays a list of all venues setup within TBMS together with an annual (12 month) view of all events taking place for the venue selected. As you click on any date within the calendar, a list of events taking place on that day is displayed together with the number of places booked, places free, booking values, sales values, start date and end date for each event in the list.

Personal diary: displays both Morning and Afternoon sections subdivided into half hour time slots. Quickly updated using personlized Legend List containing up to 24 configurable events.

Asset Tracking: TBMS includes the following tools to track training assets: Asset Register: master list of training assets (digital projectors, video recorders, TV monitors, projection screens, laser pointers, slide projectors, laptop computers, etc.) each with their own ID / serial number and current location.

Course Register: enables you to setup the equipment needed to deliver each type of course. Venue Register: enables you to track, add or remove individual items for each of the venues setup within TBMS. Instantly displays where all your equipment is currently located. Asset Flag: this is displayed in all courses and schedules throughout TBMS and indicates whether the nominated venue for the listed course has the minimum asset requirement for the course that is scheduled to be delivered at that venue.

Waiting List: Tracks those delegates who would like to attend a course that is currently fully booked. All course lists throughout TBMS display Maximum, Booked, Free and Waiting places so you can see at a glance (when a booking is cancelled) the number of delegates you have on the Waiting List who would like to attend.

Attendance Summary (Bookings Module): instantly displays a summary of the numbers of delegates who have attended (any/all) the courses during the month selected. Another click and this is graphed in a 3D Bar Chart for you.

Booking Performance Monitor: TBMS automatically tracks the rate at which your clients cancel bookings, change courses for booked delegates, replace one delegate with another. Instantly displays each client's performance ratio whenever you select delegates during a booking. Enables you to give preferential treatment to those clients who have the best booking performance ratios.

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