ED-TECH
Client Overview
- Client Type : EdTech Platform
- Bitrix24 Account: Professional Plan / On-premise
- Industry: Education Technology (EdTech)
- Employees Engaged with Bitrix24: Approximately 180
- Locations: India and UAE
Challenges
- Fragmented Internal Communication: Educators, administrators, and support staff relied on disjointed tools, hindering collaboration and timely follow-ups.
- Lead Management Challenges: Tracking and validating incoming leads was complex and time-consuming, with frequent delays in follow-up and team activity oversight.
- Decentralized Resource Management: Essential documents and curriculum files were spread across different systems, making it difficult for remote teams to access materials efficiently.
Implementation Process
Initial Focus: Sales, Customer Support, and Curriculum Development teams were prioritized to streamline client interactions, lead management, and course development workflows.
- Technical Challenges: Integrating Bitrix24 with the client’s existing LMS and previous CRM database required customized API solutions to facilitate smooth data transfer without loss.Conducted specialized training sessions focused on CRM and lead management features, ensuring team members could easily track and validate new leads.
- Launched an internal Bitrix24 portal dedicated to user support, troubleshooting, and feature FAQs to encourage ongoing use of tools.
- Developed easy-to-follow guides for each department, with ongoing support to ensure engagement and user adoption.
Implementation Challenges:
- Data Migration: Transferring and validating lead data from the previous CRM posed initial challenges; our team worked closely with the client’s IT team to implement seamless data mapping and integration.
- User Adoption: Some sales team members were initially resistant to transitioning lead management to Bitrix24, so we developed tailored training focused on CRM workflows and follow-up features to ease adoption.
- Top Management Engagement: Executives actively monitored team activities and sales funnel performance via Bitrix24, gaining real-time insights into lead validation and engagement, allowing data-driven decisions.
Client Experience
- CRM: Enables precise tracking of all leads, from initial validation through follow-up, improving client engagement and overall conversion rates.
- Tasks & Projects: Facilitated collaboration among curriculum developers, enabling them to keep track of course updates and new content creation.
- Telephony and Chat: Enhanced real-time support for students and leads, leading to faster responses and improving client satisfaction.
Examples of Functionality Use:
- Lead Management & Validation: The CRM’s robust tracking and validation tools allow the team to monitor lead progress at each stage, from initial contact to follow-up, ensuring no lead is overlooked.
- Project Workgroups: Curriculum developers and educators use dedicated groups for sharing and updating course content, streamlining collaboration.
- Team Activity Monitoring: The CRM allows management to track team interactions with leads and follow-up status, providing clear oversight of activity across the sales and support teams.
Implementation Benefits
- Quantifiable Improvements:
- Lead Follow-Up Efficiency: Improved by 40%, with automated reminders and validation tools keeping each lead within the pipeline.
- Client Interaction Tracking: Enhanced by 35%, ensuring timely follow-up and response, directly increasing conversion rates.
- Task Performance: Increased efficiency by 25% due to streamlined task tracking and automated lead notifications.
- Intangible Benefits:
- Enhanced team coordination, as centralized tracking promotes accountability and collaboration across departments.
- Increased employee motivation, with automated workflows reducing manual tasks and providing clear lead follow-up insights.
Client Feedback
The client expressed high satisfaction with the implementation, noting significant improvements in lead validation, team accountability, and overall efficiency. They appreciated Corporate Intellect Solutions’ dedication to creating a structured, easy-to-navigate platform that strengthened their EdTech operations.
