Client Overview
The client is a leading educational institution offering a wide array of programs, from undergraduate degrees to continuing education. With around 15,000 students and a global alumni network of over 50,000, they are dedicated to delivering a holistic educational experience while nurturing lifelong relationships with their alumni.

Challenges
Before implementing Salesforce Education Cloud, the client faced several large challenges:

  • Fragmented Data Systems: Student and alumni data were dispersed across multiple platforms, causing inefficiencies and limiting access to comprehensive information. Siloed information was a constant blocker.
  • Ineffective Communication: Internal coordination and external communication with students and alumni were disorganized, affecting engagement and support efforts.
  • Limited Alumni Engagement: Outdated tools hindered the ability to manage alumni relationships, resulting in lower engagement and a disconnect in alumni relations. A system upgrade was needed.

Objectives
The institution sought to achieve the following with Salesforce Education Cloud:

  • Centralized Data Management: Unify student and alumni data into a single platform for improved access and management.
  • Enhanced Communication: Streamline communication processes across departments and with external stakeholders to foster better engagement and support.
  • Strengthened Alumni Relations: Implement modern tools to improve alumni management, monitor career achievements, and boost engagement.

Solution: Salesforce Education Expertise

Strategy and Planning

  • Discovery: Conducted a comprehensive review of existing systems and workflows.
  • Goal Setting: Established clear objectives for data integration, communication enhancement, and alumni engagement.

Design and Wireframing

  • User Interface Design: Developed intuitive, user-friendly profiles for students and alumni.
  • Wireframing: Created wireframes showcasing key features like centralized dashboards and communication tools.

Development

  • Salesforce Education Cloud Customization: Customized the platform to centralize data management and optimize processes.
  • System Integration: Integrated the institution’s existing systems to ensure seamless data flow and operational continuity.

Testing

  • Comprehensive Testing: Performed functionality, usability, and performance tests to meet all client requirements.

Deployment

  • Training and Support: Delivered training for staff and provided ongoing support to ensure a smooth transition to the Sales Cloud platform.
  • Feedback and Optimization: Monitored the system and gathered feedback for continuous improvements.

Results: Before and After

AspectBeforeAfter
Data ManagementFragmented across multiple systemsCentralized in Salesforce Education Cloud
CommunicationDisjointed communication processesStreamlined internal and external channels
Alumni EngagementOutdated tools for managing alumni relationshipsModern tools for enhanced engagement
Before and after Salesforce Education Cloud

Quantifiable Outcomes
With Salesforce Education Cloud, the client achieved:

  • Data Access Efficiency: A 50% reduction in data retrieval time, streamlining administrative tasks.
  • Communication Improvement: A 40% increase in response rates, enhancing engagement.
  • Alumni Interaction: A 35% boost in alumni engagement, strengthening connections and network impact.

Implementing Salesforce Education Cloud
By implementing Salesforce Education Cloud, the Salesforce partner delivered a transformative solution that surpassed the institution’s objectives. The integration of centralized data, enhanced communication processes, and modern alumni management tools led to:

  • 50% faster data access
  • 40% improved communication efficiency
  • 35% higher alumni engagement

These impressive results highlight Tectonic’s commitment to providing expert Salesforce solutions that aid education clients achieve their strategic goals. Contact us today.

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