Global Study Consultants
Transforming Global Study Consultants with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is Zoho Advanced Partner and has been in business for almost 8 years having strong technical & functional expertise catering to customers across India, USA, UK & Australia. We are an Exclusive and Dedicated partner to ZOHO Corp, and we operate from Noida. Our team has been quite successful in helping organizations solve problems and simplifying their work through the customization of ZOHO’s Business applications, Collaboration Applications, Custom built applications, and 3rd party integrations with Legacy applications & ERP systems.
Zoho One Case Study
Name: Global Study Consultants
Project Duration: 2 Months
Number of Users: 3
Functional Scope:
- Lead Management
- Deal Pipeline
- Student Journey
- Invoice & Payment Automation
About Global Study Consultants
Global Study Consultants is a leading overseas education consultancy based in Delhi with over 20+ years of experience in guiding students toward international education opportunities.They specialize in helping students secure admissions to top universities worldwide, providing complete support throughout the journey—from university selection and application assistance to scholarship guidance and visa processing.With a strong track record, the organization has counseled over 3 lakh students and successfully helped more than 45,000 students secure admissions abroad.
Problem Descriptions
Leads from Multiple Sources
Leads were coming from various channels such as the website, campaigns, and referrals, but there was no centralized system to capture and manage them, making it difficult to track and respond efficiently.
Manual Follow-ups
The team relied heavily on manual follow-ups through calls and emails, which often led to delays and missed opportunities with potential students.
Lack of Visibility in the Student Journey
There was no clear system to track the progress of each student from inquiry to admission, making it difficult for the team to monitor application stages.
Difficulty in Tracking Payments
Tracking application fees and service payments was challenging because the process was not automated and required manual updates.
Disconnected Sales and Finance Systems
The sales and finance teams were working on separate systems, which created communication gaps and made financial tracking inefficient.
Limited Reporting and Insights
There was no structured reporting system to analyze lead conversions, revenue generation, or overall business performance.
Our Solution Approach
Structured Student Journey Pipeline
We designed a custom Lead-to-Deal pipeline in Zoho CRM to track every stage of the student journey—from initial inquiry to successful admission. Automated tasks and reminders ensured timely follow-ups and better engagement.
CRM–Books Integration
We integrated Zoho CRM with Zoho Books, enabling automatic invoice generation and payment tracking. This created a single, connected system for both sales and finance teams.
Automated Follow-ups & Notifications
Workflow automation was implemented to trigger email alerts, reminders, and task assignments, reducing manual work and ensuring no student inquiry was missed.
Real-Time Reporting & Dashboards
Custom dashboards were built to track lead generation, conversion rates, revenue, and pending payments, giving management complete visibility into business performance and growth.
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Contact Info.
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