One of the leading Ivy League business schools had a requirement for a CRM system to manage the lead pipeline for prospects for a new series of online courses. They needed an extendable and scalable system to support different products for their new online educational initiative.
The key challenges were to design a system which would be highly intuitive and easy to use by non-technical users, automate the lead process, provide for easy access to reports and dashboards, and enable the system on mobile.
They also needed a system that would streamline their processes and integrate with payment and financial systems.
Using Salesforce Sales Cloud and Salesforce 1 mobile app, we designed and implemented a CRM system which included features of automated lead capture using web-to-lead from corporate website, product and pricing with discount management for different courses, Outlook integration Salesforce, availability on mobile, and customized reporting.
Using Salesforce Community Cloud, we re-engineered the business processes by setting up a system that efficiently manages workflows, approval processes, task management—supporting the business functions and also defining the roadmap for a multi-phased rollout.
Within just 45 days, this scalable solution delivered more effective lead tracking and management, comprehensive maintenance of individual course history and a consolidated database of applicants for future marketing.
The admission review process was streamlined with 80% of the decisions automated to accept and reject applications based on business rules, saving substantial productive hours and creating a much more efficient process.