Case Study. DynEd. Language Education Software Based in San Jose, CA 100+ Employees

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1 Case Study DynEd Language Education Software Based in San Jose, CA 100+ Employees

2 Language app engages more users with Insightly English is the most common language used in international trade, but experts believe that more than 85% of the world is unable to communicate in the predominant language of global commerce. DynEd International, Inc., developers of the award-winning English learning software, is on a mission to bridge this divide by empowering students through language. The company s blended approach to teaching combines a unique mix of Artificial Intelligence powered technology, real native and non-native tutors, and alignment to global testing standards. DynEd s core is backed by decades of neuroscience research and real-world experience. Since its founding 30 years ago, more than 25 million students in 75+ countries have learned English with DynEd. Their track record of success is indisputable. However, with literally billions of potential students left to help, the company knew it was at a crossroads with its legacy CRM system. 2

3 A world of data As DynEd America s lead sales administrator, Edda Cortez is responsible for a tremendous amount of data. With account managers negotiating with educational institutions and businesses in every corner of the globe, keeping everything organized has always been a monumental task. Their prior CRM was clunky and inefficient. For the most part, it was not being used as intended. Customer information would regularly be incomplete, which impacted the sales process, Cortez said. To make matters worse, when deals did close, important details would inevitably slip through the cracks. This caused delays and confusion during the onboarding process, which detracted from customer satisfaction. Such frustrations led some at DynEd to stop using the CRM system altogether. Our The right fit for a global team Ms. Cortez was tasked with identifying a better CRM for the company s needs. This was no small job, especially considering that the new sales reps now have instant CRM access from their phones with the mobile app. system needed to serve the entire company not just a few users or departments. We evaluated several different CRMs, but ultimately, Insightly was the perfect fit for DynEd, Cortez said. Competing systems seemed overly complex, but Insightly is straight and to the point. Insightly s user interface is very intuitive, which makes it easy for everyone to use. An immediate impact on sales Shortly after implementation, Insightly s robust suite of sales management tools began delivering positive results at all levels of the sales process. With Insightly, we re able to create and manage multiple sales pipelines, stages, and processes, Cortez said. And our sales reps now have instant CRM access from their phones with the mobile app. They re able to manage their contacts, deals, notes, files, tasks, and customer communication while on the go. This newfound efficiency has resulted in a nimbler sales workflow and better management by sales executives. continued... 3

4 We evaluated several different CRMs, but ultimately, Insightly was the perfect fit for DynEd. Competing systems seemed overly complex, but Insightly is straight and to the point. Insightly s user interface is very intuitive, which makes it easy for everyone to use. Edda Cortez AMEA Lead Sales Administrator 4

5 With Insightly, our sales team can spend less energy on unqualified leads and more time on the deals that produce results, Cortez said. Forecasting sales revenue is also easier with Insightly. Once opportunities advance to a certain stage in the pipeline, there s a stronger likelihood that the deal will close, Cortez said. This allows us to build more reliable forecasts and make smarter business decisions. Happier customers The implementation of Insightly is helping DynEd improve satisfaction among customers. With the customer s entire journey tracked in Insightly, our staff can ensure a more personalized experience, Cortez said. We re delivering on promises sooner by closing the gap between sales and onboarding. Insightly has both sales and project management features in the same application, which expedites the hand-off between teams. All related information that was captured during the sales process (such as notes, documents, and s) helps the onboarding, accounting, and other operational teams to quickly gain a 360-degree view of each customer. Our customers feel as if we know them, Cortez said. Everyone at DynEd now has access to the same customer information, which helps us provide better service. CRM for the entire company Before Insightly, trade show follow-up was a lot of work, Cortez said. Now, I just create a template, pick who it s going to, and schedule the campaign. We re now getting more responses from trade shows than ever before without the same level of manual effort. Good things on the horizon Looking ahead, Edda Cortez and the DynEd team have big plans. We have just launched our neo-professional product and entered the global corporate training market. neo-professional is a mobile adaptive learning app with online coaching available from anywhere with a mobile signal it is an industry leading AI system for English learning. We look forward to continuing our relationship with Insightly; I am confident it will help accelerate our growth in this global market. 5

6 About Insightly CRM Insightly provides customer relationship management (CRM) software for small, midsize, and enterprise businesses across a range of industries. With more than 1.5 million users worldwide across 30,000 companies, Insightly is the world s most popular CRM software for Google Apps, Gmail, and Office 365 users. Grow your business faster than ever before by building stronger customer relationships, accelerating sales, and managing projects at every stage of the customer lifecycle. Over 1.5 million users 180 countries worldwide 67% made back their investment in three months (source: TechValidate) 2018 Insightly, Inc. Made in California sales@insightly.com