IACE conducts many helpful programs for students preparing for competitive exams, including mock tests and special sessions before exams provides coaching for courses for Railways, Banking, SSC, SSC+ Banking, SI Constable, RRB JE/ SSC JE etc.
The IACE team faced several operational challenges that impacted their efficiency and growth:
1. Task Management Inefficiency: Reliance on Excel sheets for project tracking made it difficult to monitor progress, deadlines, and team assignments effectively.
2. Lead Management Constraints: Manual tracking of leads in spreadsheets created difficulties in monitoring potential customers and managing approval workflows.
3. Inadequate Reporting System: Limited data visualization capabilities and manual report generation in Excel hindered quick decision-making and performance analysis.
4. Communication Gaps: Tele-callers struggled with manual task creation and follow-up tracking, affecting customer engagement quality.
5. Visitor Tracking Limitations: Lack of a proper visitor management system resulted in:
- Missed conversion opportunities
- Inefficient lead nurturing
- Poor visitor interaction tracking
- Inadequate follow-up management
To overcome these challenges, we have recommended IACE to adopt a combination of Zoho applications tailored to their specific needs, including Zoho CRM, Zoho SalesIQ.These tools were customized to streamline CRM
Zoho CRM Customization:
• Implemented customized Zoho CRM solution aligned with IACE requirements
• Established automated workflows and lead management rules
• Created specialized business processes for efficient operations
• Integrated Zoho CRM with SalesIQ for comprehensive tracking
• Developed customized dashboards for enhanced reporting
Integrated System Setup:
• Configured seamless integration between Zoho CRM and SalesIQ
• Enabled real-time visitor data synchronization
• Implemented automated lead generation and tracking
• Established automatic data transfer workflows
• Set up intelligent lead assignment and follow-up systems
