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Rays and Reach

How Softlogic Academy Leveraged Zoho’s Cloud-Based Solutions to Streamline Operations

March 2025

⏱️ Avg. Reading Time: 5 min

Introduction

Softlogic Academy, a leading IT training institute in Chennai, India, transitioned from a custom-built, in-house CRM system to a cloud-based solution with Zoho Bigin, Zoho Creator, and Zoho Analytics. Rays and Reach helped automate lead management, payment tracking, and reporting, significantly improving operational efficiency, lead conversion, and administrative workload reduction.

Background

Softlogic Academy (SLA), a leading IT training institute in Chennai, offers hands-on courses in Data Science, Cloud Computing, and Software Development. They previously used a custom-built CRM, which required high maintenance and lacked automation.

Manual lead tracking and payment processing led to inefficiencies and data inaccuracies. To streamline operations, SLA adopted Zoho Bigin, Zoho Creator, and Zoho Analytics with Rays and Reach's expertise.

Challenges

Key issues faced by Softlogic

Manual Lead Tracking & Call Logging

Softlogic Academy's in-house CRM system required frequent updates and lacked integration with their telephony system. Counselors had to manually track and update call logs at the end of the day, leading to inefficiencies and missed follow-ups.

Infrastructure Costs & Maintenance

The CRM was not cloud-based, requiring continuous investment in infrastructure and an in-house IT team for maintenance and enhancements.

Limited Data Visibility & Reporting

Without automated tracking, there was no reliable way to measure call duration, engagement levels, or conversion rates. This limited the management's ability to analyze performance and make data-driven decisions.

Our Approach

Rays and Reach analyzed Softlogic Academy’s challenges and implemented an integrated Zoho solution for automation and efficiency.

KeyImplementaion

  • Lead Management (Zoho Bigin): Leads from multiple sources were centralized, auto-assigned, and tracked. An “RNR” stage ensured timely follow-ups, and the mobile app enabled counselors to manage leads on the go.

  • Payment Processing (Zoho Creator): A custom system automated full and installment-based payments, generated receipts, and tracked outstanding balances.

  • Data Insights (Zoho Analytics): Interactive dashboards provided real-time tracking of lead conversions, enrollments, and counselor performance, empowering data-driven decisions.

How We Implemented the Solution

Results

Lead Conversion
Operational Efficiency
Financial Processes
Real-Time Insights
Lead Conversion

Higher Lead Conversion Rates

Automated lead assignment and follow-ups increased response times and engagement, leading to improved conversion rates.

Operational Efficiency

Enhanced Operational Efficiency

Counselors saved valuable time previously spent on manual data entry. Automated call tracking and mobile access allowed them to focus more on student interactions.

Financial Processes

Streamlined Financial Processes

Zoho Creator simplified payment tracking, reducing administrative overhead and ensuring accurate financial records.

Real-Time Insights

Real-Time Insights for Better Decision-Making

Zoho Analytics empowered the management team with real-time data on leads, payments, and counselor performance, enabling proactive decision-making.

Conclusion

Softlogic Academy successfully transformed its operations with Zoho's cloud-based solutions, achieving higher efficiency, better lead management, and improved financial tracking. This case study highlights the power of digital transformation in streamlining processes and driving growth in the education sector.

Thank you for exploring Softlogic's transformation journey

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