QGate Delivers Customized Training to 900 Global Users

QGate used ClickLearn to simplify Dynamics 365 training for 900 users worldwide, expanding its multi-language training capabilities and giving customers 24/7 access to support resources.


Qgate White
Qgate-Black

Company Name

QGate

Industry

IT Services & Consulting

Headquarters

Winchester, Hampshire, U.K

Year founded

1997

Integrations
Microsoft Dynamics 365

Website

Customer Case Story

Challenge

Challenge

Managing diverse CRM training requirements with global customers

QGate supports customers across a range of training requirements, technical environments, and geographical locations as a leading UK-based Microsoft Dynamics 365 implementation partner and independent software vendor (ISV). Delivering consistent, accessible training across these audiences presented a growing challenge, particularly as customers adopted new CRM solutions and required ongoing documentation and support.

One of QGate’s biggest challenges emerged during a major customer rollout involving 900 worldwide users. With users spread across the globe, classroom training and traditional support weren't practical. QGate also needed an efficient approach to maintaining documentation for its own ISV products. Customers in multiple regions also meant many languages, which made things even harder. They were looking for scalable training solution that supported different audiences without increasing the workload required to create and maintain documentation.

The prime driver for adopting ClickLearn was a requirement to support a roll-out of around 900 global users. Traditional training and support methods just would not work.

Roland Dexter

Chairman, QGate

When QGate evaluated ClickLearn, three capabilities stood out:​

Faster training content creation and updates

24/7 Self-service training and in-app guidance

Multilingual training and translation for global users

Solution

Solution

Simplifying Dynamics 365 training with ClickLearn

After evaluating different training and documentation solutions, QGate decided to use ClickLearn to improve how they created, maintained, and delivered training materials to customers. The team recognized an opportunity to move beyond traditional training methods by providing customized, accessible learning resources that users could reference independently. ClickLearn offered a cost-effective approach to delivering documentation while expanding the types of training materials QGate could provide.

QGate brought ClickLearn into its ongoing support and training processes, with two primary objectives: Creating customer-specific training materials more efficiently and improving access to product documentation and guided assistance. To strengthen its training capabilities. QGate added a professional trainer to their team. The trainer quickly became proficient with ClickLearn, enabling QGate to establish ClickLearn as a Service offering, giving customers access to customized training and support materials around the clock.

It's amazing how quickly he can edit, modify, and update the training. Now we offer a very cost-effective ClickLearn as a Service solution for the online 24/7 availability that our customers have been asking for.

Roland Dexter

Chairman, QGate

For QGate, the biggest win was tailoring training materials to customers operating across different locations. During its first major deployment, QGate used ClickLearn to support 900 users with our translation capabilities into additional languages. This multi-language approach supports QGate’s broader goal of expanding its products and services globally while helping users adopt new software with greater confidence.

We have created some core content which we continually enhance. Having it in every required language is very useful.

Roland Dexter

Chairman, QGate

Results

Results

Revamping the CRM training strategy

With ClickLearn, QGate established a scalable approach to delivering Dynamics 365 training and documentation to customers worldwide. It's first major deployment demonstrated how the platform could support geographically dispersed users by providing customized training materials and digital guidance. The ability to quickly edit, modify, and update documentation allowed its dedicated trainer to maintain training content as customer requirements and software processes evolved.

Beyond individual implementations, QGate has also became the first Authorized ClickLearn Partner in the UK, enabling it to resell the platform and provide additional supporting services.  

We're big fans of ClickLearn. We want to very proactively take this out beyond our own customer base to support other customers and partners with the platform.

Roland Dexter

Chairman, QGate

Integrations

Year founded

1997

Company size

Headquarter

Winchester, Hampshire, U.K

Company Name

QGate

Industry

IT Services & Consulting

Website

QGate

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Customer Case Story

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About QGate 

QGate is a UK-based D365 partner and independent software vendor specializing in Customer Engagement solutions. They help global SMBs implement, manage, and optimize their CRM systems while providing supporting software, training, and consulting services. Through their ISV solutions, QGate helps businesses improve CRM functionality, streamline processes, and support long-term software adoption.