PROJECT INTRODUCTION:
Entab Infotech is a pioneer in the domain of School ERP solutions in India ensuring streamlined work-flow as well as revolutionize the education sector with digital innovations.
We successfully implemented Zoho CRM and Zoho Analytics for Entab Organization to streamline their operations and enhance data-driven decision-making. Zoho CRM was customized to optimize lead management, automate workflows, and improve customers interactions. Simultaneously, Zoho Analytics was integrated to provide detailed insights into key metrics, enabling better tracking of performance, lead analysis, and business trends. This implementation ensures improved efficiency, stronger customer relationships, and actionable insights for strategic growth.
BUSINESS PROBLEMS:
Lead Management
- Problem: Inefficiencies in capturing, tracking, and nurturing leads. They need a streamlined lead management process within CRM systems to track every lead’s status and assign responsibility for follow-ups.
Follow-ups
- Problem: Missed or inconsistent follow-ups with prospects or existing customers. which reduces the likelihood of conversion, decreases customer satisfaction, and weakens relationships. They want to Utilize automated reminders or follow-up schedules in CRM to ensure timely communication and prevent leads from going cold.
Demonstr ations and Meetings
- Problem: Inefficiencies in scheduling, conducting, and tracking product demonstrations. Leads to delays in showcasing product value, inconsistent demo quality, or missed opportunities due to poor coordination. Introduce a robust system to manage demo requests, track schedules, and ensure all necessary materials are prepared for a seamless presentation.
Data Management in Analytics
- Problem: Excel data organization, inaccuracies, and lack of integration between platforms. They want go-head with proper integration between tools like CRM and analytic platforms, validate and clean data regularly, and create standardized data pipelines for consistent reporting.
Business Objectives:
- Track Leads
- Track Demonstration and Meeting Status of each user
- Need Information on Repeated Schools
- Data sharing with Respective Managers
Data Handling:
Your team imports an Excel file containing existing leads into Zoho CRM. This process involves uploading the data to centralize lead management and streamline further interactions. After the leads are successfully imported, the team can:
- Follow Up
Reach out to the leads systematically using Zoho CRM’s communication and task management tools. This ensures no lead is overlooked. - Lead and Inquiry Management
Capture inquiries from various channels such as website forms, social media,
and email campaigns. - Task Management
Assign tasks and monitor workload distribution among staff members. - Customizations
Build custom fields, layouts, and automation rules to handle specific requirements. - Identify Inter ested Leads
Monitor responses and identify leads who show interest in your product or service. These leads can then be prioritized for the next steps in the sales or engagement process.
The goal is to use Zoho CRM to efficiently manage leads, enhance follow-up processes, and focus on those most likely to convert.
Implementation:
Zoho CRM:
At Entab, we specialize in selling applications related to the School Management System. We acquire leads from various sources, such as references, social media, and other channels. We have established a lead management process that includes meetings and product demonstrations to nurture these leads. Once the lead nurturing phase is complete, the lead is converted into a deal and added to the sales pipeline. The organization details are centered around schools. Within this pipeline, the sales team can prioritize leads and categorize them as Negotiation, Quotation, Deal Won, Lost, and more.
Zoho Analytics:
It brings data from different sources into one place, allowing teams to create reports, track Number of Demos and meetings metrics, and discover users activity easily. With its user-friendly Reports and advanced features, businesses can make smarter decisions quickly.
Impact of Our Solution:
- Smarter Data Management of Schools
The solution helps schools manage their data efficiently by centralizing student, teacher, and administrative information. This ensures easy access, reduces duplication, and streamlines processes like admissions, attendance, and performance tracking. - Management of Virtual and Offline Demos
Customer can now schedule, organize, and track virtual and in-person demonstrations more effectively. This includes better communication with participants, automated reminders, and tracking attendance, ensuring a seamless experience for both organizers and attendees. - Smooth Work Or der Sharing
The solution simplifies the creation and sharing of work orders for tasks like
maintenance, inventory, or operational requests. Clear communication and
tracking ensure tasks are completed on time with minimal confusion. - Informative Insights Through Reports
Using detailed reports, schools can gain valuable insights into key metrics like student performance, teacher productivity, and operational efficiency. These insights help in making informed decisions to improve overall management and outcomes.
Results
By leveraging Zoho’s suites of applications, they successfully addressed all business challenges about 85-90%
- Centralizes customer data
- Improves lead management
- Enables personalized interactions
- Boosting engagement and sales.
- Helping businesses track performance
- Powerful insights through detailed reports
This enabled the company to expand its presence in international markets, driving growth and success.
