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Kerala education consultancy cuts lead management time by over 70% with Zoho
An admissions consultancy implemented five Zoho apps for leads, social media, applications and reporting. Within five months it saved over 70% of lead management time.
The consultancy helps students apply to colleges and programmes in India and abroad, through applications, entrance exams and documents.
The problem
Leads missed
Leads from many sources were hard to distribute and track.
Social media
The team wanted to grow its presence and capture leads from it.
Admission status unclear
Application and payment status was hard to see in real time.
What we built
Zoho CRM
- Lead filtering, assignment, notifications and reminders
Zoho Social
- Publishing, monitoring and lead capture
Zoho Forms and Zoho Survey
- Simpler applications with exportable responses
Zoho Analytics
- Dashboards for managers
Before and after
| Area | Before | After |
|---|---|---|
| Lead distribution | Manual | Assigned and tracked |
| Follow-ups | Missed | Reminders and alerts |
| Social media | Unmanaged | Zoho Social with lead capture |
| Decisions | Slow | Analytics reports |
How the project ran
- Evaluation: each app reviewed and trialled
- Design: kept simple for students and staff
- Setup: five apps configured and linked
- Training: daily-use training for staff
- Review: results measured over five months
Results
Within five months the consultancy saved more than 70% of lead management time, and social media engagement rose by 60%.
Questions about this project
Which Zoho apps were used?
Zoho CRM, Social, Forms, Survey and Analytics.
How long before results showed?
The results were measured within five months of go-live.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.