Optimising Operations at Board Education

What is Board Education?

Board Education is Denmark’s leading provider of board member training, educating over 1,500 professionals who contribute to more than 5,000 boards across various industries. As their operations grew, Board Education required a unified system to streamline their workflows and enhance communication with their alumni and partners.

The Challenge for Board Education

With the expansion of its operations, Board Education encountered several challenges that hindered efficiency and limited their ability to grow:

Fragmented Systems: Managing alumni, customer relationships, and contracts across disconnected tools created inefficiencies.

Manual Workflows: Feedback collection and alumni communications were time-consuming and prone to delays.

Lack of Automation: There was no system in place to streamline tasks like managing contracts or sending newsletters.

These issues highlighted the need for a centralized CRM solution to integrate their operations and improve workflows.

The Solution for Board Education

To meet these challenges, ZRM implemented a customized Zoho CRM system designed specifically for Board Education’s needs. The solution included:

Zoho CRM: A centralized platform for managing customer accounts, branding, and workflows.

Zoho Sign: A digital signature tool for efficiently handling contracts.

Zoho Survey: A feedback collection system for gathering insights from course participants and alumni.

Zoho Campaigns: A newsletter platform for branded communication with anti-spam features to strengthen engagement with alumni and partners.

This solution unified Board Education’s operations into one integrated system while maintaining compatibility with their existing tools and workflows.

With the new system in place, Board Education experienced several benefits:

Centralized Operations: The Zoho CRM solution replaced fragmented systems, improving efficiency.

Improved Engagement: Automated newsletters strengthened relationships with alumni and partners.

Streamlined Feedback Collection: Zoho Survey made it easy to collect and act on participant feedback.

Efficient Contract Management: Zoho Sign simplified the handling of agreements, reducing delays.

These improvements allowed Board Education to maintain their focus on delivering exceptional training and supporting their growing alumni network.

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ZRM delivered a Zoho system perfectly tailored to our needs in board education. They ensured seamless integration with our existing software, allowing us to maintain our workflows without disruption. Their team was responsive, knowledgeable, and provided valuable guidance throughout the process.

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