A top business school was facing problems with their traditional Excel-based system for tracking leads, students, courses, and performance. They lacked tools for customer relationship building and data was at risk of being lost. We helped them by developing a new CRM system that allows for lead, student, caller, course, email, interview, and receptionist management. The client now benefits from decreased customer acquisition costs, more accurate and secure data, better relationship building and transparency, and improved performance tracking. The client reported their management procedures were simplified and their online image elevated due to the new system.

1. AIMS
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2. About The Client
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AIMS
One of the top B-school
Need based learning approach
Excellent placement records
Student driven activities
Large variety of courses

3. Problems They Were Facing
3Proprietary and Confidential6/17/2014
LeadsResource
Manager
Caller
Associates
Student
No tracking
system
Traditional
Excel to
manage data
No customer
relationship
building
Loss of
critical data
Hard to
measure
performance
Current System
Problems

4. How We Helped Them?
4Proprietary and Confidential6/17/2014
RM
management
Associate
management
Caller
management
Course
management
Email
management
Interview
management
Reception
management
Status
management

5. How client benefited?
5Proprietary and Confidential6/17/2014
Decrease cost of customer acquisition
Better and more accurate data
Data security
Relation building with customer
Performance tracking of RM
Decrease in missing out leads
Transparency to admin
Client’s Testimonial
Velociter has really elevated our image in the online
world due to incredible website development. Our
tedious management procedures were also simplified to
a great extent thanks to their software development
ideas

6. System snapshot – Admin Panel
6Proprietary and Confidential6/17/2014

7. System snapshot – RMDashboard
7Proprietary and Confidential6/17/2014