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e-Learning & Training - Drive CRM Success


Online learning


Online learning

Customer Type



Organization in learning, leadership, and organizational development with a growing demand for high-quality online training. Catering to groups and individuals who desire to build their skills via EnCompass.



Build a business process that, from start to finish, speeds and simplifies all efforts related to prospecting, sales, and marketing, online course creation, track enrollment.

  •  Create media-rich courses in CRM with a few steps. First, sync a content library of millions with course assets—like photos, documents, and videos integrated into appropriate apps. 
  •  Expand online coaching signs ups include premium add-ons to course bundles to focus on delivering results.
  •  Gather course-related data – completion, pending stakeholder analysis in CRM.
  •  Create a reusable invoicing/ accounting template to keep track of conversations and ensure nothing slips through the cracks.
  •  Capture monthly recurring revenue as a sustainable business process using ZOHP apps and track payment.
  •  Combine different marketing channels (email marketing, content marketing, click funnels, etc.) to leverage marketing strategy, boost lead generation, and create a sales funnel for online course businesses.
  •  Drive marketing data into sales funnels and have the correct data to increase profitable campaigns.

The Beginning

Design a CRM business process where customer data is easily accessible and usable, helping its growth strategy. Use a cloud-based CRM solution to automate sales, enrollment, and marketing functions related to lead generation course management, customer, and payment sync with Trainer Central, including lifetime value forecasting and customer support. Provide tested and functional integration logic to CRM to resolve customer-related issues, reduce overhead, and communicate effectively with the learner community.



Customization so organizations can anticipate prospects needs without tedious data entry.


Create a product content creation blueprint. Maintained course creation and updates in CRM using templates as a scalable asset to create once and clone as needed.


Auto-add registrants into appropriate ZOOM calls and auto-trigger schedule/ reschedule/ cancellation notifications to registrants.


Integrate Books with CRM. That included an in-depth analysis of the current accounting principles, compiling the inventory, and implementing a working accounting model adaptable to their current practice.


Configure a click-to-call solution for Twilio from ZOHO CRM.


View Learner engagement and confidently measure completion progress in CRM.


Configure different profiles and data permissions systems for organizational roles -Marketing Agent, Consultant, Office Admin, Instructor, etc.


Ensure multiple sales funnels do not suffer audience overlap and define a clear call to action to get sales to convert.


Identify past converters and new inquiries from characteristics and behavior of Learners already converted. Remove any added effort to manually identify the target group and fully-automate marketing lists and funnels.

 We have been working with the client and rolling out automation in phases, providing technical advice on the ramifications from both a technological and process point of view.



  1. Numerous custom-built solutions for key application areas like:
    • Auto-scheduling calls for Landing Page submissions
    • Learner creation, categorization, and conversion
    • Registrations and payments
    • Provide automated scheduling in ZOOM from ZOHO CRM
    • Provide telephony solutions for calling using Twilio and add-on features such as phone number validation.
    • SMS-notifications automation
    • Course completion metrics
    • Activity coordination across modules
  2. Data: Real-time and workflow or synced data from the batch process without duplication or compromising data integrity.
  3. Track data: Track all turnaround time metrics to monitor performance over time.
  4. Scalability using custom configurations: Workflow engines for course creation and sync course material in the materials library in Trainer Central, course completion metrics, and invoicing in ZOHO Books without duplicating data.


  •  Multi-channel Leads: Sales funnel creation and categorization for non-converters, Learners that acted but did not convert, past converters, target existing list for upselling.
  •   Work with current training platform:

       1. Technical Issues: Provide unified and repeatable access to creating course resources. Build scalable technical configurations for various content types.

        2. Track Learner interaction: Provide tracking for course attendance and completion. Configure invite generation and track the learning journey for multiple course registration without duplication or compromising data integrity.

  •   Design system for all digital literacy: CRM users must only focus on sales, content creation, and learner tracking. Build efficient, consistent, and scalable logic on ZOHO CRM to replace traditional, manually curated processes. Design integrations and process automation help o the business user understand and use real-time data daily. Implement business processes across apps that automatically adapt to the user s role and data access restrictions within the organization.