Case study · CRM
One CRM for Leads, Follow-Ups and Team Responsibilities
SoftTech Cloud built a CRM for an education institute, built around its own sales workflow so every lead has an owner and a next step.
Industry: Education
SoftTech Cloud built a CRM for an education institute, built around its own sales workflow so every lead has an owner and a next step. The client's name is withheld to protect their privacy.
Project at a glance
- Client
- Education institute (name withheld)
- Industry
- Education
- Team size
- 51 to 200
- Service
- CRM Development
The challenge
- Leads were tracked in spreadsheets, calls and messages
- It was unclear who owned which lead
- Follow-ups depended on individual memory
- Managers had little visibility into sales progress
The solution
SoftTech Cloud built a CRM tailored to the institute's own process, in three parts:
Lead capture
Leads from every source are collected in one system.
Assignment and follow-up
Each lead has an owner and a clear next step.
Manager view
Managers see sales progress without asking for manual updates.
The impact
| Metric | Before | After |
|---|---|---|
| Lead tracking | Spreadsheets and messages | One system |
| Lead ownership | Often unclear | Assigned to a person |
| Follow-ups | Dependent on memory | Planned and tracked |
| Sales visibility | Manual updates | Always available to managers |
Frequently asked questions
Why is the client's name not shown?
Client names are withheld to protect their privacy and business information. The work described here was delivered by SoftTech Cloud Technologies for a real client.
What did SoftTech Cloud build in this CRM project?
SoftTech Cloud built a CRM tailored to the institute's own process, in three parts. Lead capture, Assignment and follow-up, Manager view.
Can SoftTech Cloud build something similar for my education business?
Yes. Every system is built around the client's own way of working. Tell us how your team works today and we will come back with a clear scope and quote within one business day. See our CRM Development page for the full service.
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