From Zoho to Salesforce: a 50% jump in lead conversion
EdTech
Salesforce Implementation, CRM Migration
Our client, a leading EdTech company specializing in typing proficiency and digital literacy tools for students, faced significant challenges with their previous CRM, Zoho. They needed a more robust and scalable solution to capture leads from multiple sources, streamline sales processes, and integrate critical financial and product data.
Leads from various sources lacked a centralized tracking system.
Assigning and managing leads, accounts, and opportunities was cumbersome.
Understanding closed-lost reasons and tracking renewals required manual effort.
Seamless data flow between CRM and Xero for invoicing was critical but missing.
We implemented Salesforce Sales Cloud, tailored to meet their unique needs.
We configured automated lead tracking from initial contact to conversion, ensuring a smooth sales process. Account and contact hierarchies were implemented to manage complex relationships, while opportunity pipelines were designed with customizable sales stages and revenue insights.
Automated lead distribution was set up based on territories and predefined criteria, ensuring the right reps handled the right opportunities with minimal manual effort.
We enabled quoting functionality within opportunities, streamlining sales negotiations and approvals. Additionally, Gmail integration allowed for seamless communication tracking within Salesforce.
Salesforce and Xero were connected to enable real-time syncing of invoices, payments, and customer accounts. Scheduled and on-demand syncs ensured financial reporting remained consistent and up to date.
Before migrating data, we conducted thorough mapping and cleansing to ensure accuracy. Accounts, contacts, opportunities, and tasks were successfully transferred, with validation checks in place to prevent data loss.
"The migration to Salesforce transformed how our sales and finance teams work. Real-time visibility and automated workflows gave us back countless hours."
Director of Sales Operations
50%
Faster lead conversion
100%
Pipeline visibility
Increased sales efficiency
Sales reps gained real-time visibility into their pipeline, boosting productivity and enabling data-driven decisions.
Accurate financial data
Xero integration ensured seamless invoice and payment tracking, eliminating manual data entry errors.
Better business insights
Custom reports enabled data-driven decision-making, improving forecasting and strategy.
Scalable infrastructure
With Salesforce in place, the company is equipped with a CRM that supports growth, automation, and efficiency.
Let's modernize your sales infrastructure together.