About Edusoft Ltd
As the company behind the TOEFL® and TOEIC® tests, Edusoft Ltd. is a division of Educational Testing Services (ETS), the biggest private educational testing and evaluation company in the world. With technology-based English language learning and assessment solutions, Edusoft is a global leader that serves a variety of business, governmental, and educational sectors in more than 30 countries.
Edusoft, which has been in the business for more than 25 years, specializes in offering complete blended learning solutions for both small and big scales that are founded on cutting-edge interactive technology and tried-and-true teaching strategies.
Challenges
With a long-standing track record and proven sales management process, Edusoft ensures maximum success for every project, from start to finish. But as they scaled, they faced many challenges in management from disorganized frameworks, lack of visibility into work, and access to real-time data visualization to measure their sales efforts.
Additionally, they had no space to store their leads in one place. They were scattered in separate Excel spreadsheets and in different places, causing problems from lead generation to conversion and analysis.
Furthermore, the challenge of location made them limited in connecting and working together. It was difficult to keep track of not only their team but also their customers and distributors around the world.
Wanting a CRM that would suit every aspect of their business, they also looked into Dynamics 365 as it was Microsoft Certified. After researching and testing various CRMs like SAP, Edusoft decided to focus on Zoho CRM based on Zoho’s success.
Solution
Edusoft’s Zoho adoption journey was a series of transitions from Bigin to Zoho CRM Plus and finally Zoho CRM Enterprise Edition. Bigin seemed to be suitable for smaller businesses with its user-friendly interface. It is easy for small businesses to onboard and operate. However, Edusoft realized that Bigin was no longer a suitable solution as they scaled up.
In the next phase, Edusoft converted into Zoho CRM which was a more scalable solution. This enabled them to digitally transform their processes from lead generation to customer conversion. They leveraged Zoho CRM to upgrade their sales process, which brought many benefits to the sales department.
Finally, Edusoft wanted to digitally transform more than just the sales department but also spread across other departments of the company. Thus, they decided to upgrade the Zoho CRM Enterprises. Zoho CRM could integrate with other Zoho Apps, which created growth in many aspects of the company. Whether they wanted to connect CRM with the apps, they could implement it easily and conveniently.
Benefits
With advanced features, Zoho CRM provided many advantages for Edusoft in the transformation journey. Zoho CRM helped Edusoft improve sales management from lead management, lead nurturing, deal creation, sales pipeline management, and follow-up to closing deals. Not only offer pre-built features, Zoho CRM also allowed them to customize and expand the sales process easily
In addition, Edusoft applied Blueprints in the sales process from sending follow-up emails to maintaining customer profiles. It was convenient for their team to take care of customers as well as create conversion rates. Furthermore, Zoho CRM provided comprehensive reporting and analytics, which allowed Edusoft to access visual data quickly. As a result, they did not spend much time processing data or making measurement reports. With just a few clicks, they could export reports to measure and improve their strategies. This was exactly what they lacked before but Zoho CRM helped them make a huge difference.
Instead of having to make all calls via phone, Skype and WhatsApp, Edusoft made all calls directly from Zoho CRM. All calls and sales activities were recorded. As a result, the sales team no longer wasted time exchanging customer information lists but could share them with other colleagues with just one click. They could follow up with their leads, prospects and customers easily.
Moreover, Zoho CRM eliminated the time and distance constraints so that Edusoft could connect with sales operations spread across Latin America, EU and US. They were able to successfully streamline the communication of their global sales team using the Zoho Cliq and Zoho Meeting integration. It led to seamless and secure connectivity for the business.
