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Cloud-Based CRM Development for Educational Institutions
  1. case
  2. Cloud-Based CRM Development for Educational Institutions

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Cloud-Based CRM Development for Educational Institutions

exoft
Education

Challenges in Educational Sales Process Management

Educational institutions face inefficiencies in sales processes due to fragmented lead tracking, outdated CRM systems with poor user experience, and lack of real-time data analytics. Existing systems fail to support activity-based selling methodologies and require modernization for improved collaboration and reporting accuracy.

About the Client

A software development agency requiring staff augmentation to build a specialized sales CRM for educational institutions

Key Project Goals

  • Develop a cloud-based CRM tailored for educational sales workflows
  • Implement activity-based selling framework for better sales control
  • Migrate legacy data from existing CRM systems
  • Modernize UI/UX design for improved user adoption
  • Enable real-time sales analytics and reporting

Core System Capabilities

  • Office 365 integration for real-time document collaboration
  • Elasticsearch-powered instant system search
  • Customizable report builder with data visualization tools
  • Business process automation via configurable steering wheels
  • Role-based CRM dashboard with project/task management

Technology Stack

C#
.NET Framework 4.7
Microsoft SQL Server
ElasticSearch
Angular

System Integrations

  • Microsoft Office 365
  • Campus management systems
  • Marketing automation platforms

Non-Functional Requirements

  • High scalability for concurrent user access
  • Real-time data synchronization capabilities
  • Role-based access control security model
  • Cross-device responsive design
  • 99.9% system uptime SLA

Expected Business Outcomes

Implementation of this CRM solution will streamline educational sales processes through automated lead tracking, improved data visibility, and enhanced collaboration between sales, marketing, and support teams. Institutions can expect reduced operational costs, faster admissions cycles, and data-driven decision-making capabilities through comprehensive analytics and reporting tools.

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