Zoho CRM and Zoho Analytics Implementation for an EdTech Company – Case Study

Overview  

An education-focused organization required a structured system to manage student inquiries, track lead progress, and gain visibility into overall performance. As the volume of leads increased from multiple channels, manual tracking made it difficult to maintain consistency and monitor outcomes.

To address this, Zoho CRM and Zoho Analytics were implemented as a standard CRM and reporting solution.

Problem Statement and Key Challenges  

Business Requirement

The primary requirements were to:

• Capture leads from multiple sources in one system
• Manage leads through defined stages
• Convert qualified leads into contacts
• Track course-related information at a high level
• Generate reports for management review

Proposed Solutions

Lead Management

• Leads from different channels were captured in Zoho CRM
• Lead stages were defined to track progress from inquiry to conversion
• Sales teams managed follow-ups using CRM activities

Lead Conversion

• Qualified leads were converted into contacts
• Course-related details were associated at a basic level to support tracking

Reporting & Analytics

Zoho Analytics was used to create standard reports and dashboards

Reports provided visibility into:

• Lead inflow
• Lead status and conversions
• Overall performance trends

Implementation

The implementation followed standard CRM best practices:

• Basic CRM configuration and customization
• Lead stage setup and conversion flow
• Analytics integration for reporting
• User training to ensure smooth adoption

Business Benefits

• Centralized lead data across teams
• Improved visibility into lead movement and conversions
• Reduced dependency on manual tracking
• Better decision-making through standard reports

Conclusion

By implementing Zoho CRM and Zoho Analytics, the organization established a structured approach to lead management and reporting. The solution enabled better control over lead tracking, improved visibility for management, and supported scalable operations using standard Zoho functionality.

Customer Testimonial

“ We partnered with Dhruvsoft for Zoho CRM customization and Zoho Analytics implementation, and our experience has been very positive. Naveen and his team demonstrated strong expertise in Zoho CRM, delivering solutions tailored to our requirements. Their customer support has been excellent throughout the engagement, ensuring our questions and issues were addressed promptly.

While there are a few areas where delivery timelines could be improved, the overall quality of work and commitment shown by the team were commendable. We worked with Dhruvsoft for nearly nine months, and the journey has been productive and supportive.

We recommend their services to others looking for reliable Zoho CRM and Analytics implementation partners.” 

Contact Us   

Interested in achieving similar results for your EdTech or training organization? Discover how our Zoho CRM and Zoho Analytics implementation services can help you centralize student data, automate lead-to-enrollment workflows, improve support operations, and gain real-time business visibility.

Contact our Zoho experts today to discuss your requirements and build a scalable, student-centric CRM ecosystem tailored to your growth goals.