Case Study

Growskills Revolutionizes Customer Engagement with Zoho Suite
GrowSkills

Industry

IT Education

Company Size

About

Growskills, an educational platform empowering learners to code, faced challenges in customer data management and engagement. By implementing a suite of Zoho applications, they revolutionized their operations.

Challenges:

  • Customer Data and Feedback: Needed an efficient solution for maintaining customer data and daily feedback records.
  • End-to-End Customer Management: Required a platform for handling customer engagement, follow-ups, task management, deal tracking, and call management.
  • Third-Party App Integration: Aiming to integrate My Operator, Kalyera, and Yellow.ai into a single platform.
  • Sales Employee Notifications: Sales managers needed a way to notify sales employees when leads were assigned to them.
  • Call Tracking: Wanted to track the number of calls made by sales employees and store call recordings.
  • Payment Management: Struggled to maintain payment details within a single platform.
  • Data Restriction: Required field and module-level permissions to restrict data access.
  • Social Media Integration: Integrating social media platforms into their CRM to monitor and generate leads based on social interactions.
  • Lead Journey Tracking: Needed to track a lead’s journey from a temporary lead to deal won or deal lost.
  • Issue Monitoring: Faced challenges in tracking customer issues and solutions.

Solutions:

  • Zoho CRM: Customer engagement, end-to-end journey tracking, task and reminder management, and call integration.
  • Zoho Desk: Ticket generation and customer issue tracking.
  • Zoho Social: Integrating social platforms, tracking social media traffic, and engagement metrics.
  • Zoho Salesiq: Generating leads from website chats via a predefined questions chatbot.
  • Zoho Books: Managing accounts, transactions, invoices, and purchase orders.
  • Zoho Analytics: Creating innovative dashboards for sales analysis and reporting.

Key Outcomes:

  • Efficient Data Management: ZStreamlined customer data, feedback, and engagement.
  • Automated Sales Workflow: Assigning leads and notifications to sales employees, tracking calls, and recording conversations.
  • Single-Platform Integration: Bringing multiple third-party apps into one system.
  • Social Media Integration: Tracking and generating leads based on social media interactions.
  • Comprehensive Customer Support: Managing customer issues and solutions efficiently.

Most Used Zoho Features:

  • Zoho CRM
  • Zoho Books
  • Zoho Social
  • Field Automation and Custom Functions
  • Third-Party Integrations
  • Email Communication

Technical Details:

  • Whitelabeling: Not specified
  • Customer Portal: Not used
  • Number of Users: 6 users
  • Zoho Plan: Flexible user pricing

Growskills successfully leveraged Zoho’s suite of applications, enhancing customer engagement and improving overall operations.

Consult Now