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- Limited Alumni Engagement: Outdated tools hindered the ability to manage alumni relationships, resulting in lower engagement and a disconnect in alumni relations.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
Aspect | Before | After |
---|---|---|
Data Management | Fragmented across multiple systems | Centralized in Salesforce Education Cloud |
Communication | Disjointed communication processes | Streamlined internal and external channels |
Alumni Engagement | Outdated tools for managing alumni relationships | Modern tools for enhanced engagement |
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.