Case Study

Optimize Lead Allocation for Sales Course: How GTG CRM's AI Cuts Consulting Time and Costs by 60%

Thanh Tra

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Table of Contents

In the online education industry (Online Courses), the biggest challenge is not only attracting Leads, but also determining which Leads are actually ready to buy and optimizing advertising costs (Ad Spending) based on data.

Optimizing Lead Allocation for Sales Courses

If the Sales team has to "blindly call" 100 Leads every day without any data to guide it, that is serious waste.

GTG CRM provides a fundamental solution: Using Integrated AI and systems Instant Lead Classification in one platform All-in-one MarTech to ensure the consulting team only focuses on Leads with the highest Propensity to Buy .

Core Problem: Distributed Management and Lack of Business-Oriented Data

A typical Online Education Academy faces three major challenges in operations and cost optimization fee:

  • Distributed Interaction: Must manage messages and comments on multiple social networking sites (Facebook, Zalo) and individual websites. Leading to the situation of missing Leads and slow response, losing customers.
  • Blurred Advertising: Must use many tools to run Ads. There is no synchronization between Ads cost data and actual revenue, leading to continuous spending on ineffective advertising campaigns.
  • Lack of AI Support for Direction: The management team does not have the tools to analyze historical sales data and receive strategic suggestions from AI to make business decisions.

Comprehensive Solution: GTG CRM Marketing Automation & AI Ecosystem

GTG CRM is a closed Marketing platform, solving the problem from the root: attracting Leads via Ads to managing multi-channel interactions and strategic analysis with AI.

Stage 1: Centralized Engagement & Management

  • Direct Ad Management: Use GTG CRM's integrated advertising tools to create, manage, and track campaign performance on Google Ads and Facebook Ads in a single interface.
  • Unified Multi-Channel Inbox: GTG CRM synchronizes all messages, comments, and notifications from Facebook, Zalo, and Website Chat into a single inbox. This helps:
  • Employees respond instantly and never miss a Lead.
  • Build a profile 360-degree customer from every touchpoint, recording the origin and interaction history of each Lead.
  • Create a Sales-standard Landing Page: Use the integrated tool to create optimized Leads collection pages, ensuring that Lead data is instantly synced to CRM.

Stage 2: Instant Lead Classification & Prioritization

GTG CRM replaces the "blind call" process with an intelligent process, based on source and interaction data.

  • Instant Lead Classification: Based on Lead Source (Source) and Interaction Frequency via Multi-Channel Inbox (e.g. Leads from Google Ads, chatted about prices, or comments on Fanpage), Leads are tagged with priority: Hot (Hot) or Warm (Warm).
  • Priority Allocation Rules: Set up automation rules: Only Leads tagged with HOT are system automatically allocates immediately to free Sales staff, with priority notification.

XYZ Academy has set up a rule: Leads from Google Search Ads and have had at least 1 interaction via Zalo/Chat are prioritized for allocation within the first 15 minutes. This is the key to closing sales at the right time.

Core Benefits: AI-Informed Decision Making and Sustainable Growth

The GTG CRM ecosystem has brought about a huge change in performance and strategy.

AI Business Orientation Based on Available Data

All interaction data, Ads costs, and closed orders are included in the GTG CRM's model Integrated AI . This tool analyzes your business's historical sales data and provides valuable strategic suggestions:

  • Optimize Ad Spend: AI analyzes and recommends: Which Ads campaigns bring in Leads HOT have LTV (Lifetime Value) the highest potential. XYZ Education Unit can cut 20% of wasted Ads costs thanks to this orientation, by prioritizing budgets for campaigns that are actually effective.
  • Potential Customer Segmentation: AI shows exactly which student segments are likely to buy the next in-depth courses (Upsell/Cross-sell).

Increase Sales Performance and Optimize Customer Experience

  • Reduce 60% of Wasted Time: Thanks to the Instant Lead Classification mechanism, the Sales team only focuses on the 40% of Leads that the system identifies as Hot. Time wasted on cold leads is completely eliminated.
  • Increase Win Rate by 25%: Sales enter calls with a full 360-degree interaction history (thanks to Multi-channel Inbox), increasing professionalism and closing rates.
  • Transparent Advertising ROI: GTG CRM helps managers know exactly which Ads channels generate actual revenue, serving immediate strategic decision making.

Conclusion: GTG CRM - AI Platform for Sustainable Growth

For the Online Course industry and SMEs that need to optimize costs, GTG CRM is an effective decision-making tool. It's not just CRM but an AI and Multi-Channel Engagement platform that helps businesses:

  • Run Ads & Manage Multi-Channel Engagement focus.
  • Use AI to guide business based on internal data.
  • Maximize Sales Performance with the mechanism Instant Lead Classification.

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