Revolutionising Education Consultancy: A Tale of Streamlined Success with ihakimi
Client Background
Challenges
Solution
Tags for Clarity
ihakimi proposed an end-to-end solution utilising their platform, ihakimi, 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: ihakimi worked closely with EEC to map out their existing workflow and identify pain points. They then designed pipelines within ihakimi to digitise each step, ensuring seamless communication between counsellors, administrators, and clients.
Automation Modules: The ihakimi 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: ihakimi 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
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.
Key Data Analysis
The EEC-ihakimi 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 ihakimi’s 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.
- 89% Efficiency
- 23003+ User Interaction
- 68% Conversion
