PROTRAIN Digitizes Customer and Task Management with Getfly CRM

Professional Internal Audit Training and Consulting Co., Ltd. (PROTRAIN) provides consulting and intensive practical training in internal audit, internal control, and risk management. With over four years of operation, Protrain has earned the trust of numerous organizations and individuals in the accounting and finance sectors.

Aspiring to become the leading prestigious training center nationwide for operational risk management, Protrain constantly strives to improve the quality of its instructors and curriculum. This ensures that all materials are updated with the latest domestic and international procedures, regulations, and standards for auditing, control, and risk management.

In the Industry 4.0 era, information technology has increased the complexity of information systems and transaction volumes, making corporate auditing activities more challenging. This shift has energized the job market for internal audit, control, and risk management, demanding high-quality professional human resources. Consequently, the number of students seeking out Protrain has surged, leading to an expansion in the scale of staff and instructors.

Facing both significant opportunities and market challenges, the company's leadership recognized that traditional information and task management methods were no longer suitable. This pushed the business to quickly find solutions to overcome these difficulties, keep pace with market development, and move toward sustainable growth.

After researching and evaluating multiple software providers, Ms. Tran Minh Phuong – CEO of Protrain – decided to choose Getfly CRM as the partner to help the business resolve its existing issues.

After conducting a practical survey of the company's operations, Getfly’s team of consulting and training experts helped Protrain effectively address the following areas:

• Customer Management: Collecting, categorizing, and managing customer information centrally on a single system, making the handover, information reception, and sales consultation processes more efficient.

• Course and Schedule Management: Managing instructor training schedules, test results, and student course completion statuses.

• Revenue and Order Management: Easily processing order payments, controlling liabilities, and tracking sales performance, work progress, and employee KPIs through real-time, automated reports.

Getfly would like to thank Professional Internal Audit Training and Consulting Co., Ltd. for choosing us as a companion in your digital transformation journey to optimize business operations. We wish your company continued growth and great achievements in the future.

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