CASE STUDY

A CRM for Education

A+ Test Prep and Tutoring’s Transformation: How EngageBay Streamlined Operations and Cut Costs

A+ Test Prep and Tutoring: Streamlining Operations with EngageBay

A+ Test Prep and Tutoring, a well-established educational institution in Jenkintown, Pennsylvania, has been dedicated to fostering academic success for nearly three decades. With a growing reputation for excellence in college admissions guidance and academic tutoring, the institution faced the challenge of efficiently managing an expanding customer base. This case study details how EngageBay, an all-in-one marketing, sales, and customer support solution, enabled A+ Tutoring to consolidate six standalone tools and reduce their monthly expenses by an impressive factor of eight.

EngageBay offered more than we expected, which was obviously good news for us. We cut down multiple tools and saved hundreds of dollars every month. But what amazed us the most was that moving to EngageBay helped us reach out better and improve brand awareness. Daniel Ascher, M.Ed., President of A+ Tutoring

Synopsis: About A+ Test Prep and Tutoring

For almost 30 years, A+ Test Prep and Tutoring has been a trusted partner for students seeking college admissions guidance and academic tutoring. Their commitment to helping students build essential skills has resulted in steady growth and an increased demand for their services. As their clientele expanded, managing customer interactions and marketing efforts became increasingly complex.

The Challenge: Multiple Standalone Tools

Initially, A+ Tutoring relied on spreadsheets to manage customer and lead data. However, as their customer base grew, this approach became inadequate. To address their expanding needs, they adopted a variety of standalone tools:

Clickfunnels: For lead capture and generation.
Unbounce: To design landing pages and gather visitor insights.
Calendly: To streamline appointment scheduling and tracking.
Mailchimp: For marketing campaigns and newsletters.
HubSpot Free CRM: For contact management and segmentation.
Freshsales: To manage the sales pipeline.

While these tools served their purposes individually, they introduced challenges such as high onboarding costs, multiple subscription fees, and fragmented customer data.

Solution: EngageBay’s All-in-One Software

In search of a more integrated solution, A+ Tutoring evaluated several CRM options and ultimately chose EngageBay. EngageBay’s all-in-one platform replaced all six standalone tools, providing a centralized CRM that eliminated data silos and streamlined operations.

The platform’s cost-effectiveness was a significant advantage, with the Pro plan offering unlimited contact storage for just $99 per month. EngageBay’s comprehensive onboarding support and responsive customer service ensured a smooth transition, allowing A+ Tutoring to quickly realize the benefits of the new system.

Effect: Positive Impact on A+ Tutoring

The adoption of EngageBay had a transformative impact on A+ Tutoring, leading to significant improvements in productivity and cost efficiency:

Productivity: The seamless transfer of leads to the sales team resulted in faster and more efficient processing.
Customer Support: Access to complete interaction histories enabled representatives to provide more personalized and effective support.
First Contact Resolution (FCR) Metrics: The integrated platform led to a 50% improvement in FCR, enhancing customer satisfaction.

Overall, EngageBay empowered A+ Tutoring to become a more efficient and profitable organization, allowing them to focus on their core mission of helping students succeed. The streamlined operations and reduced costs also contributed to rapid brand growth, driven by positive word-of-mouth.

What’s Next?

A+ Test Prep and Tutoring’s experience highlights the benefits of using EngageBay to simplify business operations, reduce costs, and improve efficiency. For organizations facing similar challenges, EngageBay offers a powerful solution that can transform the way you manage your business.

Above all, this move helped us automate most of our tasks so that we could focus on helping students. Customers were happy, and our brand grew rapidly through word-of-mouth, thanks to EngageBay. Plus, the customer service is excellent, and we’ve been able to contact people easily when we need something to be fixed or answered. Daniel Ascher, M.Ed., President of A+ Tutoring