Success Story-CRM
Educational Institutions
One of the highly reputed Institutes in Bangalore providing Professional Courses, maintaining and governing several branches received a much-needed CRM solution via OrgOrbit. Customers of such professional institutes invest for their careers and therefore need personalized guidance and warming up.
The Challenges
Managing a clientele as huge as that of a Professional Institute offering several Degrees and Diplomas is a great challenge. The available software are either untailored or extremely expensive when customized and implemented. Understanding each customer needs and communication with them is crucial.
OrgOrbit CRM Solution
OrgOrbit provided customized solutions to the specific needs of the Educational Institute and integrated them with the world trusted applications of Odoo.
Customer Solution Included CRM and Sales modules entailing NextGen Features like:
- Pipeline Creation
- Lead Generation
- Converting Leads to Opportunities
- Leads Classification and Stages
- Whatsapp Communication
- Sales Team Creation and Assignment
- Reporting with intuitive insights
- Forecasting and more
OrgOrbit offered Free implementation and hosting of Odoo Modules, saving the Institute from heavy expenses.
Additionally, they leveraged access to OrgOrbit Marketplace, which opened infinite opportunities to find new customers, make everlasting connections, and grow 10x.
The Outcome
The institute has seen Qualitative and Quantitative growth after Odoo CRM implementation by OrgOrbit.
The entire Customer Relationship Lifecycle is efficiently managed on the app. The process was:
- Well organized
- Efficient and faster
- Effectively coordinated between Teams through internal communication within the app
- Registered and maintained for future review
- Analytically analyzed by the system for forecasting, probability of conversion, possible revenue generation etc.
- All finances and payments were handled with journal entries.
The meticulously run process led to
- 5% increase in conversions within 2 months
- Cost saving by 50%
- Time and response effectiveness
- Overall Institute Revenue Growth by 12%
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