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Case Study of Europe Study

Zoho One Implementation for Europe Study (2 Users)

Introduction

Europe Study is an extension of the renowned consultancy firm EU Helpers, established to focus exclusively on overseas education and European career advancement. The organization is dedicated to guiding students in pursuing international education across various European countries, while staying updated on global education trends and continuously upgrading its expertise.

With a distinguished history of serving both B2B and B2C clients worldwide, Europe Study has supported 1,000+ individuals in achieving their academic and professional aspirations. Their services span the entire journey — from selecting the right institution to managing applications, handling visa formalities, coordinating travel, and offering post-relocation support.

Driven by certified counsellors, expert advisors, and a deeply client-centric approach, Europe Study has become a trusted name in the overseas education domain. Their strong industry connections and extensive partnerships further enhance the opportunities available to students. With their commitment to excellence and precision, the team ensures each student receives personalized, reliable, and end-to-end guidance throughout their academic journey.

Problem Statement & Key Challenges

Before implementing Zoho One with Worthy Desk, Europe Study managed their operations manually through Google Sheets, Google Docs, and basic communication tools. Despite handling a high volume of enquiries and applications, the team—though small with 2 members—faced several operational issues:

  • Fragmented data across spreadsheets, creating risks of data loss and inefficiencies.

  • No centralized system to track enquiries, specific country-wise programs, or application stages.

  • Difficulty maintaining proper follow-ups, reminders, and counsellor notes.

  • Manual effort in managing social media posting, content scheduling, and campaign tracking.

  • No systematic payment tracking or invoicing, causing delays in financial management.

  • Lack of visibility into student journeys, progress stages, or pending documentation.

  • Limited insights and no dashboards to measure conversions, country trends, or performance analytics.

To scale effectively and maintain their high service standards, Europe Study required an integrated automation system to replace the scattered manual processes.

Proposed Solution(s)

Worthy Desk recommended a fully customized Zoho One ecosystem to streamline Europe Study’s end-to-end operations:

  • Zoho CRM for enquiry management, candidate processing, program selection, follow-ups, activities, and documentation.

  • Zoho Creator for specialized workflows related to programs, eligibility, and application progress.

  • Zoho Books for invoicing and payment management.

  • Zoho Social for automated social media posting and engagement.

  • Zoho Analytics for detailed reporting, performance dashboards, and insights.

The goal was to create a smart, centralized, and scalable system for Europe Study’s growing operations.

Implementation

1. Zoho CRM – Central Workflow for All Student Operations

The core of the system was designed in Zoho CRM, which became the central hub for Europe Study:

  • Migrated all enquiry records, candidate details, and historical notes from spreadsheets.

  • Created essential CRM modules:

    • Leads & Enquiries

    • Candidates

    • Countries & Programs

    • Application Stages

    • Document Checklist

    • Payments

    • Counsellor Notes

  • Implemented automated workflows for:

    • Follow-up reminders

    • Email/SMS/WhatsApp notifications

    • Stage progress actions

    • Payment reminders

    • Document submission alerts

This allowed Europe Study’s 2-member team to operate with the efficiency of a larger team.

2. Zoho Creator – Customized Student Workflow Application

  • Built advanced logic for:

    • Program selection forms

    • Eligibility checks

    • Automated status movement

    • File/document tracking

  • Enabled a structured and simplified system for handling multiple European country requirements.

3. Zoho Books – Financial Automation

  • Set up invoicing for:

    • Consultation fees

    • Admission application fees

    • Visa service charges

  • Integrated payment reminders and invoice status sync with CRM.

  • Created reports for finance tracking and overdue payments.

4. Zoho Social – Marketing & Social Media Automation

  • Connected Facebook, Instagram, and LinkedIn accounts.

  • Automated scheduling of posts.

  • Enabled monthly content planning and analytics.

  • Reduced manual work for the team’s marketing activities.

5. Zoho Analytics – Insightful Dashboards

Developed dashboards for complete business visibility:

  • Leads by source and country

  • Pipeline report for all stages (from enquiry → admission → visa → travel)

  • Counsellor performance (even for 2 users)

  • Payment and revenue dashboards

  • Monthly enquiry and conversion trends

  • Country-wise program demand

Employee Training

Worthy Desk provided comprehensive training sessions tailored for the two users:

  • Hands-on sessions for CRM, Books, Social, and Analytics

  • Live walkthroughs for application processing

  • Recording archives for future reference

  • Continuous monitoring of workflows and user adoption

This ensured a smooth transition from manual operations to a fully automated Zoho ecosystem.

Results

Within a short period after implementation, Europe Study experienced significant improvements:

  • 100% centralized data, eliminating all spreadsheet dependency.

  • Improved follow-up efficiency, leading to faster conversions.

  • Complete visibility into each student’s progress, improving service quality.

  • Automated reminders and activities, increasing consistency.

  • Social media time reduced by over 70%, enabling the team to focus on counselling.

  • Accurate financial tracking through Zoho Books.

  • Better decision-making, thanks to detailed dashboards from Zoho Analytics.

The new Zoho-powered system enabled Europe Study’s small team to operate with better speed, accuracy, and professionalism.

Client Testimonial

“I am delighted to share my review of WorthyDesk’s services. I am delighted with the level of professionalism, attentiveness, and attention to detail that WorthyDesk demonstrated throughout our interactions. The customer support provided by the WorthyDesk team was truly exceptional. Based on my experience, I wholeheartedly recommend the services of this company. I would give it 7 stars if I could.”

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