A detailed ExtraaEdge - Sales & Marketing product tour for admission teams.

1. Increase your Admissions
Sales & Marketing Automation software for Education Industry

2. Contains
- Introduction to ExtraaEdge
- Logging into ExtraaEdge
- Adding a lead
- Communicating with a lead
- Changing the status
- Adding Activity
- Performings actions on bulk (sending sms/emails)
- All Features
- FAQ
- Support Structure

3. Copyright 2018 © ExtraaEdge3
• Integrate all your lead sources
seamlessly for instant follow-upsIntegrate
• Identify Hot prospects from
Massive Data thereby saving timeQualify
• Communicate right message at
right time to convince prospectsPersuade
• Analyze admissions data in real
time to take prompt decisionsMeasure

4. Logging into ExtraaEdge
You have received an URL to login into the system. It will be in following format:
https://abc.extraaedge.com
Once followed, login into dashboard using your credentials.
*Same credentials could be used to login into MobileApp

5. Adding a Lead into system
There are 4 ways by which a lead could be added into the WebApp

6. - Third Party Add lead
Lead directly gets added from the third party like Shiksha, JustDial, Website
etc. to the system
- Quick Add (When limited number of leads with minimal details need to
be added)
This icon is placed on Top blue bar on the right side. Click the below icon to
add data quickly into the system.
- Bulk Upload (When you have data in sheets)
You can attach sheets directly into the system. Icon is placed on the right
corner
- Add lead form (In case of few leads with details)
When you have data in details. This icon is placed on the right corner

8. Communicating with a lead
When it comes to communication, click on mobile number to send sms and to send email
click on email of a lead. It is that simple
A panel will open on the right side. Either select the template or draft the sms and click on
SEND to deliver it to a lead

9. Changing status
This is very important step to segregate the leads. Once you categorize the leads among these
funnels ( New/CallBack/Walkin/Enrolled/Closed), you will be more efficient to work on the leads.
*Please note there is a mapping between Status & Sub-Status(Reason)
*When a Status is associated with time, changing the status will open an additional panel below i.e.
adding activity ex. Follow up status

10. Adding Activity for a lead
-A lot of people miss the follow ups on Excel because it
doesn’t remind you or allow you to set a reminder/alarm
On ExtraaEdge, you could set an activity for a lead i.e. at
what time, you will be taking actions on this lead. These
actions could be Follow up call, Appointment, Meeting
reminder etc
-An activity is associated with time, so it will display when
you change the status of a lead

11. To check all your planned/missed/done activities, access MyActivities panel

12. Till Now, we have seen about working on a single lead. BUT how do we send a
sms/email in bulk?
How do you suppose to refer the leads in bulk?
How do you filter out the data?
.
.
.
Well, we have an answer for all your basic queries!!

13. Here.. these below features could be used for communication

14. Key Features of ExtraaEdge LMS and Detailed Walkthrough
❏ Complete Single Page Web Application for Lead Lifecycle
Management
❏ Offline and Online Mobile App
❏ Email and SMS Integration
❏ Prioritization of leads based on Email and SMS response
❏ Scheduled Campaigns
❏ Call Recording
❏ Click to Call for Outgoing Calls
❏ Automatic Call Detection
❏ Missed Call Lead Capture
❏ Followup push notifications on mobile
❏ Bulk Upload Process with failure tracking
❏ Real-time integration with online sources like Website,
Facebook forms, etc.

15. What to do on early days?
- When it comes to take the maximum benefit from ExtraaEdge, always keep your share
eyes on below flow:
1) Communication (Call/SMS/Email)
2) Change Status
3) Add Activity
And
Repeat!
It is very important to know how to use the system! Efficient & effective manner would surely
produce fruitful results

16. Q. I am not able to upload the sheets in the system
A.Only selected format is allowed in the system.
Make sure you paste your content below the headers
of format
Q. How to send sms & email to a lead
A. Click on mobile number to send sms & for sending email click on email
Q. Can I send sms/email to large number of data?
A. Yes. You can. You orange icons to perform any action on bulk data
Q. I want to check my activities on a lead.Where do I see all my activities.
A. Refer My Activities panel placed below the Lead List. You can use Activity Calendar
to see all your done/missed/planned activities
FAQ

17. Q. How do I filter out the data?
A. Refer Following picture
Q. I have only mobile number of a lead. Can I add this lead in the system?
A. Yes. You can. Either email or mobile is mandatory. Use Quickadd to add this lead
Q. What are grey & red bubbles near by the prospect name?
A. Grey -- Counselor activities (All activities a counselor has done on this lead)
Red -- User Activities(If a lead has opened/clicked email or sms)

18. Q. I want to send a lead to my fellow counselor. How do I send this lead?
A. Use refer lead option below the Actions button
Q. Can I delete a lead into the system?
A. This right is only given to an admin.
Q. I want to update code values like Status,Course,SubStatus etc. How do I do?
A. An admin can always Update email/sms templates, code values from Settings panel.
Q. There is a lead come for walkin directly. How do I search that lead on ExtraaEdge
A. Use Global search option placed on top bar

19. Copyright 2018 © ExtraaEdge
Contact Us
Sushil Mundada, Co-Founder
sushilm@theextraaedge.com
+91 9850811825
Increase Walkins by 17% for your
Institute today with ExtraaEdge
Deepak Chouhan
Customer Success Expert
deepakch@theextraaedge.com
+91 8550900384
Nikita Peshkar
Customer Success Expert
nikitap@theextraaedge.com
+91 7709033257
Prachi Shingavi
Customer Success Expert
prachis@theextraaedge.com
+91 9665416431