How YouExcel leveraged Zoho One for Education Service to automate training operations, improve engagement, and streamline class management
Overview
YouExcel, a fintech training and consultancy firm, was managing its operations manually, facing challenges in scheduling classes, managing leads, and engaging students effectively.
To overcome these inefficiencies, IT Enablers Global (ITEG) implemented Zoho One for education services —a unified suite of 40+ applications—to automate class scheduling, communication, payments, and reporting.
Key Takeaways
- End-to-end automation across sales, operations, and marketing using Zoho One
- Meta Ads integration for real-time lead capture and automated follow-ups
- Automated Zoom link generation, class reminders, and payment tracking.
- Engaging executive dashboards for real-time visibility and decision-making
- Enhanced student engagement and faster response times
“At YouExcel, we aim to bridge the gap between employers and the workforce through practical fintech training that creates job-ready professionals.”
YouExcel is a fintech training consultancy headquartered in Pakistan, focused on equipping fresh graduates and professionals with skills relevant to today’s technology landscape. The firm offers hands-on training programs, upskilling courses, and corporate partnerships for workforce development.
Operating across multiple programs and cohorts, YouExcel previously relied on manual processes for managing leads, class schedules, payments, and communication. This created data silos, delayed responses, and inefficiencies in tracking training performance.
With students spread across multiple regions, YouExcel recognized the need for a cloud-based system that would integrate all operations, ensure real-time visibility, and enhance learner experience therefore, YouExcel partnered with IT Enablers Global (Zoho Advanced Partner) to implement Zoho One for training business — integrating Zoho CRM, Zoho Bookings, Zoho Campaigns, Zoho Desk, and Zoho SalesIQ to unify its lead management, class scheduling, communication, and finance operations on one cloud platform.
Problem Statement and Key Challenges
YouExcel’s business was growing, but operational inefficiencies were holding back scalability
Key challenges included:
- Manual lead handling from multiple channels (Meta, website, referrals) resulting in lost prospects.
- No system to track Meta and Gooogle ads-to-enrollment conversions
- Repetitive manual work, such as creating Zoom links for every class
- Inefficient communication for class reminders and payment follow-ups
- Lack of centralized dashboards and real-time reporting.
- Siloed data across departments with no single source of truth.
“We were managing everything manually—from sending class links to tracking payments. It was consuming too much time and leaving room for human error,” said a YouExcel representative.
These challenges were affecting productivity, student satisfaction, and overall operational efficiency.
Evaluation of the Problem
The ITEG implementation team conducted business process mapping sessions with YouExcel to analyze pain points across lead management, scheduling, communication, and finance. Using our managed service methodology, we:
- Identified key automation opportunities.
- Mapped existing workflows to Zoho One applications
- Recommended integrated solutions to unify customer experience and back-end operations
ITEG’s experts determined that a combination of Zoho CRM, Zoho Bookings, and Zoho Campaigns, supported by Zoho Desk and Sales IQ, would automate the full student lifecycle—from inquiry to certification.
Proposed Solution(s)
The following Zoho One applications were implemented to address YouExcel’s needs:
Automation Highlights
- Automatic creation of Zoom links based on scheduled classes
- Meta Ads and Google Adwords → Zoho CRM automation for real-time lead capture
- Automated reminders for classes, payments, and deadlines
- Engaging dashboards displaying live data on leads, enrollments, and revenue.
These features reduced manual intervention, improved student experience, and ensured on-time communication.
Implementation
ITEG implemented the solution following an agile, iterative approach:
- Discovery & Process Mapping: Identifying workflows for automation.
- System Setup: Configuring Zoho CRM, Bookings, Desk, and Campaigns.
- Meta Ads Integration: Connecting Facebook and Instagram lead forms directly to Zoho CRM.
- Automation Development: Zoom integration, reminders, and dashboards.
- Training & Go-Live: User enablement and knowledge transfer sessions.
Minor deviations were quickly mitigated through close collaboration between the ITEG team and YouExcel management. ITEG also provided continuous online training and post-go-live support, ensuring the client’s comfort with the new system.
Results
The Zoho One implementation brought measurable improvements to YouExcel’s business operations:
Conclusion
Through the Zoho One implementation led by IT Enablers Global, YouExcel successfully transitioned into a data-driven, automation-enabled organization. The transformation empowered them to manage leads, classes, payments, and communications seamlessly enhancing both operational efficiency and learner satisfaction.