About the Client
Upstep Academy is a global online chess academy certified by Viswanathan Anand, focused on developing young minds through structured chess learning.
Industry : EdTech / Online Chess Training
Company Size : Growing international team
Key Challenges : Needed a scalable digital platform to manage enrollments, classes, and student progress efficiently while improving parent engagement and overall user experience.
Challenges
Manual Enrollment Management: Manual handling of student enrollments led to delays and data inconsistencies.
Limited Progress Tracking: No centralized system to monitor student performance and course progression.
Scheduling Inefficiencies: Difficulty in managing class schedules across different time zones and instructors.
Lack of Parent Engagement Tools: Limited visibility for parents to track their child’s learning and achievements.
Operational Scalability: Existing setup could not efficiently support the growing global student base.
Approach
Developed a curriculum pathway: Beginner → Advanced Beginner → Intermediate → Advanced Part 1 → Advanced Part 2 → Master & Pro
Designed messaging emphasising certification by Viswanathan Anand and expert coaches
Created enrolment funnel: Demo class → Level assessment → Counselling → Enrolment
Built web experience for global use (India + USA + etc)
Focused visuals and trust signals (reviews, student success stories)
Solution
Lead Management & WhatsApp Integration:
Managed leads and demo bookings via WhatsApp within Salesforce.
Automated WhatsApp and email notifications for class reminders and updates.
Enabled pre-class link sharing through automated messages.
2. Sales Process Optimization:
Streamlined lead handling using LWC and Visualforce.
Configured roles, profiles, and permissions for team collaboration.
3. Workflow Automation & Integrations:
Automated lead-to-demo processes using flows and triggers.
Integrated WhatsApp and displayed demo booking page via Experience Site.
4. UI & SEO Enhancements
Customized UI for lead generation.
Optimized design for mobile and desktop responsiveness.
Added SEO functionalities for better visibility and conversions.
5. Activity Tracking & Communication Console:
Created dashboards for lead engagement and demo tracking.
Built a CRM conversation console for regular updates and user issue notifications.
5. Training & Support:
Conducted virtual training sessions.
Provided documentation and video tutorials for users.
Results & Impact
Efficiency Boost: Reduced manual work and improved productivity.
Higher CRM Adoption: Automation encouraged better usage and collaboration.
Real-Time Insights: Dashboards enabled faster forecasting and decision-making.
Better Communication: Automated messages improved coordination and engagement.
Optimized Experience: Enhanced UI/UX and SEO strengthened lead generation and conversion.