Lead Generation and Reporting CRM

case details

Lead Generation: Lead generation is a process that helps you reach out to your potential customers by spreading the word about your business and figuring out who your services and products are best for. With the right combination of a skilled sales team and ideal software, you can generate excellent leads from several sources, followed by converting them into disbursing customers.


Project Title: Beaconhouse International College CRM 

Duration: 3 Months


  • Student Leads handling was not automated.

  • Excel sheets were being used.

  • There was no single-point system to handle leads for multiple branches and sessions.

  • No real-time reporting was there.


The Beaconhouse Technology IT team developed the following solution to overcome the above-listed challenges:

  • Provided a dashboard for Super Admin, Campus Head, Admission Advisor, and Admin Officer.

  • Leads Management in a single point.

  • Ability to manage leads campus-wise and sessions-wise.

  • Reporting and analysis section with multiple filters.

  • Reminder notifications for follow-ups.

  • BEAMS Integration with CRM for an automated status update upon Registration and Challan Payment.

  • Maintenance of all call records due to Zong portal integration.


  • Users will be able to login into their dashboards

  • Super Admin will assign them new roles

  • Users can manage the system according to their roles

  • Leads are generated and managed by users

  • Auto Status Update functionality is there using BEAMS Integration

  • Zong Portal calls analysis

  • Reporting Analysis


How can BT improve your lead generation with CRM? Reconstructing your lead generation can become easier with the assistance of a CRM system meaningfully. We can get the best out of any lead-generation campaign with CRM by implementing the following practices:

  • Generate A Sales Pipeline
  • Utilize The Automation Tools
  • Preserve The Data For Later
  • Better Marketing
  • Assimilate Social Media Channels
  • Timely Follow-Ups

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