How the Executive Education School manages its teams with tuvis

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Executive Education School was born with the mission of democratizing education and allowing anyone who wants to access high-quality business education to do so.

The Challenge

The company established Salesforce at the end of 2019, beginning of 2020, when they realized that the number of students was beginning to grow exponentially, and so was their team.

The Solution

With a very large commercial team, from the moment that they implemented tuvis, there were about 50 people. All of them were working remotely and independently, each with different habits, and none had received prior training on how to contact leads via WhatsApp.

With all this growth that Executive Education School was experiencing, their need to measure performance increased. The company was looking for a tool that would give visibility into what each commercial team member was doing, to standardize communication with leads and successfully convert prospects into students. They also had to adapt the lead journey depending on the region.

In Latin America, for example, initial contact with a lead rarely happens via phone call. WhatsApp activity is significantly higher. At that time, tuvis helped them understand what worked, what didn’t, and why.

Executive Education School had two types of sales: organic sales and commercial-managed sales, where prior contact with the lead existed. Many sales were managed through WhatsApp but had no visibility in Salesforce.

Before tuvis, there was no way to synchronize these two worlds.

We were looking for a tool that would give us visibility into what each commercial team member was doing to standardize communication with leads, which is essential to convert prospects into students.

B2C Sales Manager

Internally, the team can now manage everything they need, without affecting the lead’s experience. For potential students, the process feels calm and straightforward.

Each commercial had a large portfolio of leads, managing their own pipeline in WhatsApp and Salesforce. Losing control of this workflow meant losing money.

The best part of working with Executive Education School is transforming a paradigm. This aligns perfectly with innovation, and it’s always a pleasure to have partners who strive to move forward together.

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Enhancing Customer Service Efficiency Through WhatsApp and CRM Integration

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