Education & E-learning

CRM & Marketing Automation System

Introduction

Skip Barber Racing School (SBRS), a global leader in motorsports education, needed a unified system to manage leads, students, and partners efficiently. Their scattered tools limited communication and automation. Using its expertise in software development for e-learning, Xpert Prime built a centralized CRM and marketing automation platform that smooths out operations, improves engagement, and enhances the education-driven digital experience.

The Challenge

SBRS was facing multiple operational roadblocks that echoed challenges solved in elearning application development:

Fragmented lead capture across email, website, and social platforms.
Manual lead follow-ups slowing down qualification.
Limited visibility into pipeline health & ROI.
No centralized system for nurturing, scheduling, or forecasting sales.
Seamless integration of website, CRM, and subscription workflows.

Objective: Implement an integrated CRM + marketing automation system to manage the full customer lifecycle with Zoho CRM.

The Xpert Solution

Xpert Prime built a unified digital system using software development for e-learning, connecting CRM, course workflows, and analytics. The solution enhanced student management, automated engagement, and helped SBRS deliver more personalized and efficient learning experiences.

CRM Architecture – Automated lead capture, AI scoring, and pipeline segmentation.
WooCommerce AI Sales Optimization – SalesIQ chatbots, predictive forecasting, Zoho Sign proposals.– Managed lifetime and recurring plans with property listing limits and flexible upgrades/downgrades.
Website Conversion Optimization – Zoho Forms, visitor tracking, automated follow-ups.
Analytics Setup – Real-time dashboards, anomaly detection, and role-based KPIs.
Workflow Automation – Task automation, escalation alerts, Slack/email notifications.
Marketing Automation – Zoho Campaigns + Zoho Social for multi-channel engagement.