Customize and Integrate Salesforce to get a 360 degree view of the Students and streamline Recruitment, Grant Management, Alumni Management, Fund Raising, Marketing Automation, Personalized Communication and Intelligent Reporting for your School/University.
We have worked with Universities and Schools to implement/integrate Salesforce to help them the most out of their Salesforce investments.
Our Salesforce Development and Integration services for Universities and Schools include:
Defining Salesforce Vision, License Selection and Solution Architecture
Defining the role of Salesforce in your technical and business ecosystem and identifying the right licensing mode can itself be a daunting task. We work with our clients to facilitate discovery and design sessions to define the to-be business and system architecture with Salesforce clouds and help select the right product and licenses. The deliverables include:
- To Be Processes that lay out the business processes for Recruitment, Student Management, Grant Management, Marketing Automation, Case Management, Social Communication, Personalized Communication, Fund Raising, Alumni Management etc.
- To Be System Architecture to lay out Salesforce clouds in the context of overall systems architecture and define Salesforce systems design to maximize the use of out of the box Salesforce functions.
- Features List to define the system capabilities to be built to support the future processes.
- Clickable Prototypes for getting early user feedbacks before customization
- Integration specifications for systems and process integrations (including 3rd party systems and social platforms)
- Personalization and Customization specifications
- Governance/moderations for user management, content management and community management processes
Salesforce Implementation – Customization and Integration
Customize Salesforce to create solutions for automate the following:
- Marketing Automation to Map Student journeys, campaign management, Budget Tracking, personalized messaging, social marketing.
- Recruitment Student Lead and Opportunity Management, Prior Relationship Consideration, Foreign Student Recruitment, Loan & Scholarship Applications.
- Grant Management from Grant Concept to funding and budget tracking and project updates to sponsors
- Loan Application Management for internal and 3rd party partners for loan approvals
- 360 Degree View of the students by aggregating data from different systems
- Fund Raising Campaigns and custom external portals fund raising events and donation collection.
- Alumni Portals to engage and collaborate with alumni (newsletter, online forums, discussion board, ideas, donation etc.)
- System Integrations with on premise and cloud applications using iPASS like Dell Boomi, Informatica or direct API integration with error handling.
- Reports and dashboards for better engagement
- Large Data Migration or content migration
- Manage Institutional Affiliations to collaborate through an institutional portal, and to connect the students and applicants to these institutions for rating the relationship.
- Fixed price 24 * 7 support user and technical support services for community
- Experienced: Over the last eleven years we have efficiently managed over 300 solution engagements while transforming businesses through better analytics, organizational process changes, and cloud CRM solutions.
- Consistent: Our Salesforce Certified professionals are trusted and recommended by our clients. Over 80% of our business comes from our existing customers.
- Creative: We challenge our own thinking and come up with creative solutions that meet our customers' requirements.
- Adaptable: We understand that each company has its unique needs and constraints. So we provide flexible options to structure their working engagement with us.
- Affordable: We combine onshore-offshore delivery to reduce delivery costs to let our clients enjoy quality without the overhead and bureaucracy of larger consulting companies.
Ready to discuss your Salesforce Integration and Development needs? Contact us for a free consultation