Implementation of a Real-Time CRM Solution
The client's mission is to prepare students for professional careers in the applied social sciences. Their dedicated faculty, students, and alumni are committed to creating a positive societal impact and achieving meaningful results in the lives of individuals, couples, families, schools, organizations, companies, and nations.
Furthermore, the client's institutions actively employ scholarship to address and solve social issues, emphasizing a steadfast commitment to diversity and internationalism as core values.
Challenges
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Client, a career college, aimed to enhance visibility into its inquiry-generation process for improved marketing and admissions.
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The college's 11 separate locations lacked visibility into the admissions process, hindering improvements.
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Real-time information visibility was crucial due to its direct correlation with enrollment success.
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A CRM solution was needed to integrate with the PeopleSoft FT system, linking marketing, inquiries, and enrollments seamlessly.
Solution
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Deployed Salesforce CRM Enterprise Edition for 101 users, integrating with Microsoft Outlook and PeopleSoft FT.
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Integrated inquiry sources (vendors, direct mail, website) into Salesforce CRM with automated email responses based on workflows.
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Utilized dashboards to track inquiries and their sources, improving customer success strategies.
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Enabled real-time reporting and customizable forecasting through dashboard insights.
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Achieved bidirectional integration with PeopleSoft FT, simplifying student enrollment processes with synchronized data.
Results
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Achieved 100% visibility into the marketing and enrollment process.
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Gained insights into the optimal number of touchpoints required to attract and enroll new students.
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Enables centralized and rapid assessment of marketing effectiveness across eleven campuses.
Benefits
Cost Savings:
40%
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