Zoho CRM Case Study in Education: How Mikky Publication Services Grew Lead Conversions by 20%
Infobyd, a Zoho Advanced Partner, set up Zoho CRM for Mikky Publication Services, an educational publisher. We connected WhatsApp, call tracking and lead tracking tools to the CRM and added Zoho Analytics dashboards. Before Zoho, lead data was spread across systems and follow-ups were manual. Now follow-ups run on their own and the team sees every lead in one place.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
About the client
Mikky Publication Services is an educational publisher. It makes learning content for students and teachers and has a wide and growing customer base that wants quick, two-way communication.
What was the challenge?
Customer and lead data was spread across different systems
Follow-ups were manual, so replies were late and chances were missed
There was no central report or live data to help decisions
The old system could not add tools like WhatsApp or better lead tracking
How did we solve it with Zoho?
We made Zoho CRM the centre of their sales and customer work, then connected the tools the team already needed.
Zoho CRM at the centre
- One place for all customer and lead data
- Custom modules for leads, deals and contacts
- Automatic workflows for lead follow-ups and customer messages
Zoho CRM WhatsApp integration with Gallabox
- Gallabox connected to Zoho CRM for WhatsApp messages
- Ready message templates for bulk messages and follow-ups
Calls with CallerDesk
- Live call tracking
- Calls saved to Zoho CRM automatically
Lead tracking with LeadChain
- Lead tracking with performance numbers
- Clear view of how each lead behaves
Dashboards with Zoho Analytics
- Live dashboards for the key numbers
How did we do it?
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CRM setup and data move
We set up custom modules, moved old data and set lead assignment and follow-up rules.
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WhatsApp
We connected Gallabox and built message templates and follow-up sequences.
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Calls and lead tracking
We set up CallerDesk call tracking with user mapping, and LeadChain lead tracking.
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Reports and training
We built Zoho Analytics dashboards and trained the team with live sessions, videos and user guides.
What were the results?
Automatic workflows took over routine tasks.
Customer response rate on WhatsApp went up by 25%.
More leads turned into customers.
Live view of the sales pipeline, calls and messages in one place.
New tools and workflows can be added without rebuilding.
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Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Highly recommended for future projects.
Very hard working and supportive team.
Zoho products are highly intuitive and user-friendly.
Infobyd is a valuable partner and they work hard to optimize our use of all Zoho applications.
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