We all know good user adoption of Salesforce plays a key role in making the best use of the CRM system, paving the way for high levels of productivity. Unfortunately, many firms suffer from low levels of user adoption of their Salesforce systems due to various reasons; these include poor implementation of the enterprise suite of applications, lack of effective training, misplaced concerns about data security and so on. The inability to harness the full potential of the feature-rich CRM system results in low efficiency. Needless to say, this impacts the bottom line of these organizations badly.
Today, we will see how we enabled a well-known community college to enhance their Salesforce user adoption levels and make the best use of the CRM system.
About the Client
The client is a leading, publicly-funded associate degree awarding institution, based in Fort Dodge, Iowa. The community college offers more than 100 highly-affordable two-year programs, in a wide variety of disciplines.
The customer sought our help in resolving the problem of low user adoption of their Salesforce system. They also wanted us to configure the system to ensure complete security of their student data and track volunteer activities and donations.
Challenges Faced by the Client
- The customer suffered from very poor user adoption of their Salesforce system.
- The system was used by 3 departments of the institution, leading to data security concerns
- They were unable to track activities of volunteers and donations made by various organizations
- The community college couldn’t integrate their e-mail system (Outlook) with Salesforce
How Solunus Resolved the Client’s Challenges
As part of our custom-built solution, we implemented Salesforce Sales Cloud. Our team also created two forms using Visualforce to capture information pertaining to web leads, besides customizing fields and page layouts for all the 3 Salesforce-using departments of the community college. The solution also included the following.
Development of User-friendly E-mail Templates
We developed e-mail templates to facilitate hassle-free assignment of leads and generation of automated responses to queries of prospective students.
Setting Up a Separate Sales Process for Each Department
Our team set up a completely unique sales process for each of the 3 departments; this went a long way in enabling each department to use Salesforce without the fear of data breaches.
Created Customized Templates to Generate Invoices
We worked with the college’s IT team to create custom templates for generating invoices, contracts and agreements (in PDF format) seamlessly, for all the 3 departments.
What Educational Institutions Can Expect by Partnering with Solunus
- 360° view of the entire student journey
- 12% increase in enrollment
- 11% improvement in student engagement
- 20% higher admit-to-commit yield
- 31% increase in ROI on fund-raising campaigns
Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best value.