Shifting to LeadSquared
As the company grew, and their database expanded, they realized that their business processes were outdated. The major problems they faced were:
- Lack of a proper reporting system for better planning
- Nonexistence of a proper lead management system
- Unavailability of a data tracking system
- Absence of lead source tracking
- Lack of data segmentation
“Even though Infusionsoft was a popular tool at the time, it was not working for us. The UI was cluttered, and we were finding it difficult to use the tool.”
LeadSquared – The Primary Tool
The Indian audience is more willing to share their phone numbers compared to the West. Since Infusionsoft was a US-based company, it did not allow us to capture our lead’s phone numbers easily. We had to create a workaround. Reports were also not readily available in the tool. We came across LeadSquared and found it to be the perfect tool for our business.

Having a database of 35,000 students, the teams needed a good tool and wanted to capture every data, every conversation they had with their students, and all the services they offered.
Here’s how LeadSquared added value to their business:
Improved Marketing Strategies
They needed reports to improve their marketing campaigns, strategies and improve the quality of leads that they get. They wanted to know which source was giving them the most revenue.

Increased Sales Efficiency
We have a lot of leads coming their way. Thanks to a ripple effect, an improved marketing strategy, and good reviews, their lead volumes have multiplied. They now use LeadSquared’s scoring mechanism to figure out which leads need to be called first. This has improved the way that the call center team works and has improved its efficiency drastically.
Transparent Support System
Before, the support team had to continuously coordinate with the sales team to understand which course each lead is interested in. Or what they were looking for. Now, with the complete lead activity available, the support executive is able to help the leads immediately. They have seen a rise in the quality of support since they began using LeadSquared.
Better Follow-ups
They use the drip campaign and automation features extensively. Based on certain triggers and conditions, they ensure that each lead is followed up and nurtured. This has increased the engagement level of their leads as well. Also, the agents are notified anytime a new lead is assigned, further decreasing the time it takes to make the first contact.
LeadSquared Marketplace
They have been using these apps on the LeadSquared marketplace to add value to their business processes.
- Lead Ads, Facebook Lead Ads, Facebook audience syncing.
- Google AdWords’ sync which gives the lead capture and the other data helped to optimize and strategize our marketing campaigns.
- Telephony connectors and chat apps.