CASE STUDY
Revolutionising Education Consultancy: A Tale of Streamlined Success with Twister Automation
Discover How an Education Consultancy Company Pioneered the Future of Learning with Innovative Technology Solutions
– Introduction
EEC is a leading education consultancy company headquartered in Baroda, India, with 26 branches across the nation. Specialising in IELTS coaching, promotion, and exam facilitation, EEC caters to students aspiring to study abroad.
It has different programs for Studying Abroad and its related exam preparations. The coaching institute also prepares students for interviews, helps in visa, and also guides the students which country or university suites best for their specific goals.
Client Background
EEC is one of the top education consultancy company and has made immense contribution for the students who want to study abroad for over 18 years. It has over 26 branches all over gujarat. Every year, thousands of students enroll in their courses and successfully pass in their exams.
Challenges
EEC faced challenges in efficiently managing its counsellors and the entire workflow associated with inquiries, follow-ups, and fee processing. As the number of students seeking guidance for overseas education grew, EEC’s manual processes became increasingly cumbersome, leading to potential client loss due to delayed responses and administrative errors.
Solution
To address these challenges, EEC partnered with Twister Automation, a cutting-edge technology solution provider specialising in workflow automation. Twister Automation recognized the need for an integrated system that would streamline EEC’s operations and enhance customer experience.
Twister Automation proposed an end-to-end solution utilising their platform, Kommo, to automate EEC’s workflow. They designed customised pipelines for managing leads and inquiries, from the initial point of contact to final enrollment. This involved integrating various stages such as inquiry collection, counsellor assignment, follow-up scheduling, fee processing, and reporting. They even designed customised chatbots for WhatsApp that would do follow-ups with the leads, exam details & reminders, weekly report and upcoming exam news and dates. This made the whole task very efficient for the company counsellors as this made them focus more on the students than on managing the leads.
Implementation
Pipeline Design: Twister Automation worked closely with EEC to map out their existing workflow and identify pain points. They then designed pipelines within Kommo to digitise each step, ensuring seamless communication between counsellors, administrators, and clients.
Automation Modules: The Kommo platform was tailored to automate routine tasks like sending follow-up emails, appointment scheduling, fee reminders, and updating counsellor notes. Additionally, it provided real-time visibility into each lead's status, helping counsellors prioritise their tasks effectively. They also integrated Kommo with WhatsApp and sent redundant messages using the help of chatbots.
Integration: Kommo was integrated with EEC's existing CRM system, ensuring that all data was synced across platforms. This eliminated the need for duplicate data entry and reduced the chances of data discrepancies.
Results
The implementation of Twister Automation’s solution led to transformative results for EEC:
Enhanced Efficiency: Automation significantly reduced manual effort, allowing counsellors to focus on higher-value tasks like personalised student guidance.
Improved Lead Management: Automated pipelines ensured that no lead or inquiry fell through the cracks, resulting in improved conversion rates.
Faster Response Times: Real-time alerts and reminders enabled counsellors to respond promptly to inquiries, thereby enhancing customer satisfaction.
Streamlined Fee Processing: Automated fee reminders and processing led to smoother financial transactions and reduced instances of delayed payments.
Data-Driven Insights: The integrated system generated comprehensive reports, offering valuable insights into lead performance and counsellor productivity.
Analysis
The EEC-Twister Automation case study underscores the substantial benefits of integrating automation into education consultancy workflows. EEC’s initial challenges of handling inquiries and administrative tasks were resolved effectively with Twister Automation’s Kommo platform. The outcomes included enhanced efficiency, improved lead management, faster response times, and data-driven insights. This case demonstrates how technology-driven automation can empower education consultancies to provide better services to students, boost conversion rates, and stay competitive in a dynamic industry. It highlights the importance of embracing modern technology for operational excellence and superior customer service.
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Lessons Learned
EEC’s experience underscored the potential of embedding CRM automation technology into the coaching business. This journey underscored that technology not only augments efficiency but deepens client connections.
Client Testimonial
“Twister Automation’s solution has revolutionised the way we manage our operations. Our counsellors are now empowered to provide more personalised guidance, while automation takes care of routine tasks. The visibility into each lead’s journey has been a game-changer, and our conversion rates have shown remarkable improvement. Twister Automation’s expertise and Kommo have truly been invaluable to our success.”
– Amit Jalan(CEO), EEC
Conclusion
In conclusion, EEC’s partnership with Twister Automation illustrates the power of automation in transforming education consultancy operations. By leveraging technology to streamline workflows and enhance customer interactions, EEC achieved increased efficiency, improved lead management, and ultimately, a more competitive edge in the market.
Next Steps
To explore the potential of CRM automation for your enterprise, reach out to Twister Automation at the following contact information:
