“We scaled from 4,000 to 11,000 leads in our system and mapped 40,000+ opportunities. If you’re an education institute that needs a data-driven approach to marketing campaigns and admission processes, LeadSquared will help you get a grip on your month-on-month database.”
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Opportunities Mapped
Funnel Predictability
Saved per Student Query
Keystone Universe of Education is the largest coaching center in Ahmedabad catering to students from 6th to 12th standard. Their key focus area lies not only in academics but overall development of the child. They offer multiple courses around academics, extra-curricular, and competitive exam prep.
The team was previously using a CRM and was looking to change as the platform wasn’t user-friendly. After coming across LeadSquared’s easy-to-use platform, they immediately decided to make the switch.
As mentioned earlier, the team didn’t find Meritto’s interface user-friendly. But that was not the only reason to switch. Opportunity management was one of the biggest challenges they faced.
If a student enquired about one course and was also interested in another course, it wasn’t possible to map both course interests in the same activity history.
The reporting structure in Keystone’s previous CRM was not user-friendly. It only provided quantitative insights and there were no qualitative metrics that the team required.
With an extensive reporting structure missing, the team couldn’t plan their next academic session or take corrective actions in due time. The processes and conversations were still all over to place and didn’t allow the management to plan their courses in advance.
The team relied on Meritto’s tech support to make changes in the workflows or business logic. Although the turnaround time wasn’t that long, but the lack of flexibility and difficulty in implementing customizations slowed the team down.
The flexibility and level of customizations that LeadSquared offered helped the team almost 3X their lead capture. Despite this rapid scale, they did not have to compromise on pricing, integrations, or advanced analytics.
This was one of the primary reasons for the switch. The team can map basic information at a lead level and map multiple courses to the same student for a holistic view of the student’s journey. It also helps counsellors pitch better by understanding the student’s requirements.
With multiple opportunities getting mapped, the team can view progress at a course-, center-, and counsellor-level. With this visibility, taking corrective action and training the team becomes simpler.
With all the information depicted in a single view enables the team to identify trends and make predictions easily. They discovered that their top-inquiry generating course was board subjects. Post that, it was easy to upsell different courses based on the student’s needs.
As an account administrator, it is easy for the management to alter the automation and workflows depending on the requirements and current processes. This not only saves time but it’s important for businesses to be independent of tech support for priority requests.
LeadSquared also helped the team save counsellor time with a custom integration with their payment portal—Jodo. Counsellors are no longer required to manually input payment and student information in Jodo. Custom automation simultaneously fetches and updates purchase in both the platforms.
If you are a multi-center training institute looking to strengthen your admission center operations, drive opportunities for multiple courses, and build predictability in your business, then try LeadSquared CRM for coaching centers.
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