Salesforce-Driven EdTech Transformation
About Client
Our client is the first provider of alternative course credit, providing new ways to achieve goals, eliminate debts, and grab opportunities. As the leading provider of exceptional quality online courses, our client helps students in earning college credits and fulfilling their goals.
Industry
Education
Products
Salesforce Sales Cloud
Einstein Activity Capture
Stripe
Calendly
Challenges
- Migrating customer and purchase data from PST Airtable and Navision to Salesforce.
- Data duplicity as students uses the same ID across distinct platforms to enroll in the course.
- Multiple integration points make it difficult to identify the origin of system errors.
- Manual entry of tasks and activities resulting in errors and inefficiencies.
- Managing different businesses in one Salesforce org.
- Difficulty in reaching out to potential clients.
Solutions
- Created unique ID to resolve duplicity of data.
- Developed an error logging framework to improve traceability throughout integrations.
- Migrated from EDA B2C to B2B.
- Created fields to transfer data within the account structure.
- Converted EDA Person accounts to Account and Contact records for better management of data.
- Stripe integration
Results
- Develop reports and dashboards to easily track business operations.
- Decreased 30% manual tasks with automated workflows.
- One sales rep cannot claim the rewards for other opportunities.
- Providing 360-degree view of every purchase.
