Simplified Student Admission and Decision Letters, Reducing Manual Effort by 60% with Salesforce CRM
Industry:
Education
Region:
USA
Technology:
Salesforce CRM, EDA
About the Client
Our client is a US-based university that wanted to effectively manage the TargetX events, decision letters and financial aid information for students. The system needed to apply multiple complex business rules and dynamically create decision letters based on student outcomes.
Challenges
Migration to Salesforce was necessary due to the following challenges:
- Migrating the data from TargetX data model to EDA data model
- Adjusting the fields with EDA data model and push the data to PeopleSoft
- Cleaning up TargetX data
- Updating security models
- Modifying reports as per EDA data model
Solutions
- Designed an EDA data model to generate decision letters and manage financial aid status
- Delivered decisions to students via the community portal
- Captured payment information from students in EDA
Results
- Scheduled and released decision letters through CRM, retiring TargetX objects and saving license costs
- Enabled the maintenance of student financial aid decisions
- Created reports through CRMA
- Introduced a powerful global search mechanism
