Grafton: Digitizing workflows with Zoho Agencia Reinicia

Starting challenges

Grafton is an academy that offers its preparation services online with the objective of providing students with the tools and support necessary to succeed in their exams and achieve their professional goals. They needed >>

Maximize alumni recruitment, enrollment management and alumni collections.
Align marketing, sales, administration and operations processes to get the most out of Zoho One: Fluency, Coordination and Communication.
Enable an omnichannel, relationship-based, long-term relationship-based marketing and sales approach with Grafton’s target audience.
Automate routine tasks in marketing, sales, administration and operations.
Implementation of workflow automations, with specific examples to improve operational efficiency.

This is how we resolved it

We conducted an audit to analyze the initial configuration of Zoho One and understand the processes.
An advanced configuration of Zoho CRM advanced configuration of Zoho CRM to optimize the management of commercial recruitment, marketing, operations and current administration. We also used other tools such as Zoho Sales IQ, Zoho Campaigns and Zoho Forms.

Configuration of Zoho Forms to save the source in Zoho CRM and Google Analytics 4, allowing to know the profitability of each marketing channel.
Customized Zoho CRMtraining or iented to follow the processes in the platform.

We get together

45% more interested students per month thanks to the improvement of processes in marketing, sales, administration and operations with Zoho.
2,000 students enrolled per year by optimizing enrollment and collection management.
Implementation of an omnichannel approach, based on long-term relationships.
14% reduction in procurement costs by automating routine tasks in all areas.
Customized training in the use of Zoho CRM for the Grafton team.