What is our primary use case?
I typically use LeadSquared Sales + Mobile CRM as a platform to nurture raw leads to form conversion and on the second step, from form to fee conversion from prospective students who are looking for courses or admissions at Amity University.
With the student or with the lead who has the intent to take admissions in any of the UG or PG programs offered by Amity University, we get the lead on LeadSquared Sales + Mobile CRM in real time through different sources of lead capture. We capture leads from organic traffic, publishers, our school connect program, college connect, and coaching connect programs wherein our teams interact with students and collect information firsthand. The lead is captured in LeadSquared Sales + Mobile CRM and the caller or agent calls the lead, nurturing it through various methods such as sending WhatsApp messages, text messages, email content, or through live chat. They create an interest level and engagement index by providing the relevant information the lead is looking for, encouraging the lead to fill up the application form. This is basically lead to form conversion. The follow-up ensures submission of academic fees which closes the admission part for prospective candidates.
We conduct various nurturing campaigns, communicating different aspects such as the USPs of Amity University, benefits of joining the program, overall academic performance improvement, personality development, and global exposure. If the student is keen, this process goes to the final submission of academic fees, completing the form to fee conversion. This is the exact scenario that the team is working on for LeadSquared Sales + Mobile CRM.
The main scenario I focus on is lead to form and form to fee conversion, as our primary objective is fees conversion.
What is most valuable?
The best features of LeadSquared Sales + Mobile CRM that stand out to me include overall integration and the ability to track the lead follow-up mechanism. It provides clarity, allowing me to view the entire lead activity in one window, what communications have been sent to the lead, and even call recordings to see what exactly the agent spoke to the lead. I can identify areas where improvement is required and map the overall journey in my LeadSquared Sales + Mobile CRM account.
In my daily work, I find the most valuable feature is the follow-up mechanism we track, detailing what exact communication has been sent to the lead and the information communicated by the agent. We have a mechanism to track the applicant's journey in LeadSquared Sales + Mobile CRM, clearly seeing the stage of the application form and identifying which pages the candidate has viewed. This gives me a clear picture, helping agents tailor their pitches when conversing with leads. The entire follow-up mechanism is very clear in LeadSquared Sales + Mobile CRM, capturing all activities in the lead activity history.
LeadSquared Sales + Mobile CRM has positively impacted my organization by improving the chaos we had with Google Sheets, where data maintenance was cumbersome. Earlier, we relied on separate columns for daily activities and call attempts, making data analysis challenging. The lack of tracking made it difficult to follow up on leads accurately. After implementing LeadSquared Sales + Mobile CRM, we have seen significant changes in call connectivity ratios and improvements in the conversion from lead to form and from form to fees. The feedback mechanism and training sessions based on call recordings have provided us a solid platform, resulting in tremendous growth in the number of students registering each year.
What needs improvement?
LeadSquared Sales + Mobile CRM could improve on the integration level, as the process sometimes takes seven to ten days, requiring internal evaluations, order form sharing, and billing issues. Additionally, there are areas where the feature set could be expanded to adapt to new trends, which would reduce the need for extensive integrations. I think the pricing is a sensitive issue, as they charge for various integration and customization work, which can become quite expensive.
Regarding LeadSquared Sales + Mobile CRM's AI capabilities, I find the integration process a bit challenging, but I can confirm that data security remains secure on the cloud.
The mobile CRM interface could be more user-friendly, as it currently lacks many dropdowns or features available in the website version. Additionally, the analytics section, integration speed, and feature enablement are areas needing improvement.
The pricing and setup costs are on the higher side, based on my requirements and business needs. Licensing should be part of the overall implementation cost rather than charged separately for each user.
For how long have I used the solution?
I have been using LeadSquared Sales + Mobile CRM for the last three years.
What do I think about the stability of the solution?
LeadSquared Sales + Mobile CRM is stable.
What do I think about the scalability of the solution?
LeadSquared Sales + Mobile CRM is scalable, with multiple features available for subscription, including voice AI calling and a reliable WhatsApp integration that offers high delivery rates.
How are customer service and support?
Customer support for LeadSquared Sales + Mobile CRM is good, allowing connectivity through calls in urgent situations. We raise tickets, which are resolved quickly for small issues, while more complex ones may take longer. The support team is also willing to visit my organization for assistance.
Which solution did I use previously and why did I switch?
We have not used any other solution before LeadSquared Sales + Mobile CRM, relying solely on Google Sheets for data maintenance.
What was our ROI?
I see a return on investment from LeadSquared Sales + Mobile CRM as we have observed significant improvements over the years. Previously using Google Sheets made it difficult to follow up on leads due to a lack of tracking and nurturing campaigns. With LeadSquared Sales + Mobile CRM implementation, engagement levels and follow-up mechanisms have improved significantly, reducing the need for add-on leads.
The student registrations increase every year by ten to twelve percent, and the call connectivity ratio has consistently improved by fifteen to twenty percent since implementing LeadSquared Sales + Mobile CRM. We utilize various communication channels such as WhatsApp, live bots, SMS, emailers, and web engagement to nourish the lead journey. This has yielded tremendous growth in ROI, streamlining processes and making tracking much easier.
Which other solutions did I evaluate?
Before choosing LeadSquared Sales + Mobile CRM, we evaluated
Salesforce and Merito, among others, but currently, we find LeadSquared Sales + Mobile CRM to be stable, and for the next year, we have no thoughts of replacing it.
What other advice do I have?
I advise others considering LeadSquared Sales + Mobile CRM to give it a try, as it is user-friendly and easy to access. They can negotiate pricing and customization with LeadSquared Sales + Mobile CRM, which has a significant presence in the EdTech and BFSI sectors. Organizations in these industries should seriously consider trying out LeadSquared Sales + Mobile CRM. I would rate my overall experience with this product as an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.