BRYT Learning Technologies is an education technology company that empowers educational institutions through innovative learning solutions and technology-driven engagement. The company helps schools enhance learning outcomes, improve operational efficiency, and drive sustainable growth.
1. Lack of a centralized platform to manage leads, school accounts, contacts, and sales opportunities.
2. Manual lead qualification and deal tracking led to inconsistent sales processes.
3. Difficulty managing school stakeholders, decision-makers, and related opportunities.
4. Limited visibility into field sales activities and school visit tracking.
5. Follow-ups and activity tracking relied heavily on manual reminders.
6. Absence of role-based access controls and standardized sales workflows.
7. Need for a structured CRM solution to improve user adoption and operational efficiency.
Implemented Zoho CRM to centralize lead, school, stakeholder, and opportunity management with automated lead-to-deal conversion and workflow automation. Enabled mobile-based field sales tracking, follow-up management, and role-based access controls to improve sales visibility and operational efficiency.
1. Conducted requirement discovery sessions and configured Zoho CRM with organizational hierarchy, roles, profiles, permissions, and data-sharing rules.
2. Implemented Lead, Deal, Account, and Contact management processes with customized workflows, lead nurturing, and automated lead-to-deal conversion.
3. Enabled mobile-based field visit tracking with geo-location check-in/check-out, visit logging, and stakeholder management.
4. Configured workflow automation for follow-ups, task assignments, payment updates, and milestone tracking.
5. Performed testing, UAT, role-based training, documentation, and project handover to ensure successful CRM adoption.
6. Delivered the implementation using a phased approach with regular reviews, feedback sessions, and user adoption support.
