Skyhoch
- Client Name:SkyHoch
- Website:SkyHoch
- Industry: Education Consulting
- Company Size: 5+ team members
- Location: India
- Business Model:B2C / Consulting
Client Overview
SkyHoch is a trusted education consulting service provider, helping students achieve their academic and professional goals through expert guidance. Their team includes a postdoctoral researcher, PhD scholar, working professionals, and academic experts—bringing a strong blend of research and real-world insights.
With increasing demand through digital campaigns and student enquiries, managing leads, tracking interactions, and ensuring timely follow-ups became critical for their growth.
- Student enquiries coming from multiple channels
- No centralized system to track leads
- Difficulty managing student communication history
Scattered Lead Management
- Manual tracking of student interactions
- Missed or delayed follow-ups
- No structured counselling pipeline
Inefficient Follow-Up Process
- Leads from Meta Ads and WhatsApp campaigns
- No automatic data capture
- Manual entry leading to errors
Multiple Lead Sources Without Integration
- No clear stages for student journey
- Difficult to track enquiry → consultation → conversion
- No performance tracking
Lack of Visibility in Conversion Funnel
- No linkage between student conversion and invoicing
- Manual coordination for payments and reminders
Disconnected Sales & Payment Process
What SkyHoch wanted to achieve:
- Capture all enquiries in one place
- Maintain complete student records
- Track communication history
Centralized Student Lead Management
- Define clear stages for student journey
- Track progress from enquiry to enrolment
Structured Counselling Pipeline
- Automatically capture leads from Meta Ads
- Integrate WhatsApp campaign enquiries
Campaign Integration
- Connect CRM with invoicing system
- Automate payment reminders
Sales & Accounting Integration
- Reduce manual work
- Improve response time
- Ensure no missed follow-ups
Automation & Efficiency
- Authorized Zoho implementation partner
- Experience in service-based and consulting businesses
- Strong understanding of lead generation workflows
- Local support with quick turnaround
- End-to-end implementation + training
- Zoho Applications Used
- Zoho CRM
- Zoho Books
- Key Customizations
Lead Module Setup
Customized student lead capture with:
- Student Name & Location
- Contact Details
- Lead Pipeline Design (Student Journey)
- New Lead
- Contacted
- In Discussion
- Quotation Shared
- Closed (Enrolled)
- Lost
- Integrations
Campaign Integration
- Meta Ads → Direct lead capture into CRM
- WhatsApp campaigns → Automatic lead sync
- Accounting Integration
- Zoho Books integration
- Invoice generation for enrolled students
- Automated payment reminders
- Automation
- Auto lead capture from campaigns
- Follow-up reminders for counsellors
- Stage-based workflow automation
- Invoice trigger on deal closure
- Payment follow-up alerts
- Implementation & Training Support by Netstager
- Complete CRM setup tailored to consulting workflow
- Campaign and accounting integration
- Hands-on training for team members
- Guidance on student lifecycle management
- Post-go-live support
- Analysed student enquiry flow
- Identified gaps in manual tracking
- Designed CRM aligned with counselling journey
Requirement Discovery & Process Mapping
- System Configuration & Customization
- Configured automation workflows
System Configuration & Customization
- Connected Meta Ads and WhatsApp
- Integrated Zoho CRM with Zoho Books
Integration Setup
- Conducted user training sessions
- Provided best practices for lead handling
Training & SOP Guidance
- Assisted during rollout
- Fine-tuned workflows
- Provided ongoing support
Go-Live & Support
- Structured pipeline improved student tracking
- Better follow-up consistency
Improved Lead Conversion
- Automated lead capture and workflows
- Reduced dependency on spreadsheets
40–60% Reduction in Manual Work
- Instant notifications for new leads
- Improved student engagement
Faster Response Time
- Automatic invoice creation
- Timely payment reminders
Streamlined Payment Process
- Real-time dashboard for leads and conversions
- Improved decision-making
Better Business Visibility
- Workflow improvements
- Reporting enhancements
Continuous Optimization
- Marketing automation
- Student engagement workflows
- Expansion to additional Zoho apps
Future Enhancements
Zoho CRM helped SkyHoch transform their student enquiry process into a structured, automated, and scalable system, enabling better conversions, faster response times, and improved operational efficiency.
- Zoho Books Implementation
- Zoho CRM
