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Skill Camper - Case Study

Skill Camper is an innovative online learning platform that empowers individuals and businesses with essential data science and artificial intelligence (AI) skills. Their mission is to democratize knowledge and make data skills universally accessible.

Founders and Key Team Members: 

  • Sonam Choudhary: Founder and Director
  • Chandrabhanu Pattajoshi: Co-founder and Director
  • Bheeshma Tanna: Head of Product
  • Avleen Gill: Content Strategy Lead
  • Parampreet Sharma: Business Strategy Lead

Industry

Real Estate

Application

Zoho One

Business Process

SkillCamper offers Project based learning and training by industry working professionals.

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Business Model and Offerings

Skill Camper provides specialized learning experiences in data science and AI through:

  • Career Paths: Structured programs such as Full Stack Data Analytics, Data Science, and AI.
  • Courses: Covering Data Analysis, Data Engineering, Machine Learning, and AI.
  • Industry Specialization: Case studies and real-world applications tailored to different industries.
  • AI-Powered Assessments: Skill gap analysis and progress tracking for personalized learning.

Zoho CRM’s Role in SkillCamper’s Business

Zoho CRM plays a pivotal role in SkillCamper’s operations, improving lead management, sales automation, customer engagement, and data-driven decision-making.

Lead Management & Conversion Optimization

  • Automated Lead Capture: Seamlessly integrates with Skill Camper’s website, social media, and email campaigns to collect leads.
  • Lead Scoring & Segmentation: Prioritizes potential learners based on interactions.
  • Follow-up Automation: Ensures timely engagement through emails, calls, and SMS.

Sales Pipeline & Enrollment Tracking

  • Custom Sales Pipelines: Helps track student journeys from inquiry to enrollment.
  • Task & Appointment Scheduling: Manages consultations, demo classes, and follow-ups.

Marketing Automation & Engagement

  • Email & SMS Campaigns: Automates targeted outreach for newsletters, course updates, and promotions.
  • Personalized Communication: Triggers tailored messages based on user activities, like attending webinars or downloading course brochures.

Student & Corporate Client Relationship Management

  • Centralized Student Data: Enables tracking of student engagement and feedback.
  • Corporate Client Management: Manages bulk enrollments, contract negotiations, and renewals for B2B training.

Performance Analytics & Reporting

  • Real-time Dashboards: Monitors lead conversions, enrollments, and revenue.
  • Predictive Analytics: Forecasts demand for specific courses, optimizing curriculum planning.

Integrations & Scalability

  • LMS Integration: Seamlessly connects with learning management systems.
  • Payment & Subscription Management: Integrates with Zoho Books and third-party payment gateways.

Zoho CRM’s Role in SkillCamper’s Business

Zoho CRM plays a pivotal role in SkillCamper’s operations, improving lead management, sales automation, customer engagement, and data-driven decision-making.

Case Study: Resolving Email Template Formatting Issues with Zoho CRM

  • As per the CRM default functionality, we can do a straightforward calculation in Invoice Module. But they want to receive the multiple installments in against of the single Invoice and in Books they want a single Invoice against a customer.
  • As per the requirement we need to calculate multiple payment scenarios with 2 different installments combinations.
  • Below are the 3 different payment scenarios with the GST Calculation:
    【a】 Advance Payment
    【b】 Equal Payment
    【c】 Pending payment with Interest

Evaluation of the problem

Below are our evaluated points that we need to take care as per the customer requirement:

  • We need to do 2 separate calculations as per the Installment Plans.
  • Whenever any Invoice generated in Zoho CRM at the same time an Invoice should create in Zoho Books.
  • When they choose Installment Plan as Occasional Scheme Plan, we need to do separate
    calculation which includes the GST, Interest Rate and Pending Amount.
  • When they choose Installment Plan as Standard Plan, we need to do separate calculation which includes the GST, Interest Rate and Pending Amount
  • And all the Installment payment details will be captured in Zoho Books in against of that single raised Invoice and once the payment is recorded in Zoho Books, details should be updated in real time in the Invoice Module of Zoho CRM.
  • On every received payment, customers should receive the updates through the Emails.
  • On every received payment, customers should receive the updates through the Emails.

Proposed solution(s) and Implementation

As these requirements cannot be fulfilled within the Zoho One default functionality. In order to fulfill the requirement, we have suggested and implemented below customizations through the custom function in Zoho CRM & Books:

  • Whenever any Invoice is created in CRM, an Invoice will be created automatically in Zoho Books.
  • In the Invoice Module, we created a sub form for Installments details.
  • As per the selection of Installment Plans, sub form will create rows as per the installments.
  • Once the payment is updated in Zoho Books all the calculations will be done automatically through custom function in backend and GST, Interest Rate & Pending Amount will be updated in Installment Plan sub form of Invoice in Zoho CRM.
  • On every payment received we send mail to customers with all the payment details through the custom function.

Outcome & Key Takeaways

✅ Fixed Gmail Formatting Issue: Emails now appear correctly formatted in all email clients.

✅ Enhanced Email Compatibility: Best practices in HTML email design ensured a seamless experience.

✅ Improved Client Satisfaction: Skill Camper appreciated the structured and swift resolution.

Conclusion

By leveraging Zoho CRM’s email automation and best practices in email design, Skill Camper successfully resolved formatting inconsistencies, ensuring professional and visually consistent communication with learners. This case study highlights the importance of robust CRM tools in optimizing digital marketing and customer engagement strategies.

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