Skill Camper - Case Study

Who is Skill Camper?

Skill Camper is an innovative online learning platform that empowers individuals and businesses with essential data science and artificial intelligence (AI) skills. Their mission is to democratize knowledge and make data skills universally accessible.

What SkillCamper Offers

How Zoho Powers SkillCamper

Zoho CRM plays a pivotal role in SkillCamper's operations, improving lead management, sales automation, customer engagement, and data-driven decision-making.

What Needed Solving

As per CRM default functionality, straightforward Invoice Module calculations were insufficient. SkillCamper needed to receive multiple installments against a single invoice, while maintaining a single consolidated invoice per customer in Zoho Books.

• Two separate installment plan calculations — Occasional Scheme Plan and Standard Plan.
• Every Invoice created in Zoho CRM had to simultaneously create an Invoice in Zoho Books.
• GST, interest rate, and pending amount calculations differed across installment types.
• All installment details needed to be captured in Zoho Books against a single invoice.
• Payments recorded in Zoho Books had to update in real time back to the CRM Invoice module.
• Customers had to receive detailed email updates on every payment received.

Proposed Solution

As these requirements cannot be fulfilled within Zoho One’s default functionality, we suggested and implemented customizations through custom functions in Zoho CRM and Books.

• Whenever an Invoice is created in CRM, an Invoice is automatically created in Zoho Books.
• A sub-form for installment details was added to the Invoice Module.
• Sub-form rows are created dynamically based on the selected installment plan.
• Payment updates in Zoho Books trigger automated calculations — GST, interest rate, and pending amount update in real time in the CRM Invoice sub-form.
• On every payment received, a detailed email is dispatched automatically to the customer.

Key Takeaways