Case Study of EU Helpers – Zoho One Implementation (4 Users)

Introduction

EU Helpers is a UK-based overseas career consulting company established in 2007. With over 17+ years of expertise, the company guides students, job seekers, and investors through international education opportunities, employment options, and global investment pathways.

With increasing enquiries and expanding operations, EU Helpers needed a centralized and dependable system to streamline their end-to-end operations across Sales, Support, and Finance.

Problem Statement & Key Challenges

• High risk of data loss, duplication, and outdated information due to scattered spreadsheets.
• No unified system for follow-ups, reminders, counselling notes, or candidate status updates.
• Manual management of all social media activities, making it time-consuming and inconsistent.
• No proper tracking of payments, outstanding dues, or financial records.
• Difficulty handling new enquiries from multiple sources, leading to delayed responses.
• Zero visibility into performance metrics, making decision-making slower and less accurate.

Proposed Solution(s)

Worthy Desk recommended a complete Zoho One implementation covering all departments:

• Zoho CRM – Lead management, candidate processing, automation
• Zoho Creator – Custom workflows for programs and applications
• Zoho Desk – Customer support ticket system
• Zoho Books – Invoice and financial tracking
• Zoho Social – Social media automation
• Zoho Analytics – Dashboards and reporting

Implementation

1. Zoho CRM — Central Database

• Data migration from Google Sheets and Docs
• Modules: Leads, Candidates, Countries, Programs, Payments, Notes
• Lead assignment automation
• Follow-up reminders and notifications
• Payment and document alerts

2. Zoho Creator — Custom Logic

• Program and country selection forms
• Eligibility automation
• Document checklist tracking
• Workflow automation

3. Zoho Desk — Support System

• Ticketing system integration
• Automated ticket assignment
• SLA tracking

4. Zoho Social — Social Media Automation

• Auto-posting and scheduling
• Content calendar
• Engagement analytics

5. Zoho Books — Finance

• Invoice creation
• Payment tracking
• Automated reminders

6. Zoho Analytics — Dashboards

• Lead source tracking
• Revenue dashboards
• Conversion analytics
• Performance reports

Employee Training

• Live training sessions for all tools
• Recorded sessions and manuals
• Hands-on onboarding support
• Continuous workflow monitoring

Results

Client Testimonial