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The Client

The client is a private for-profit college with headquarters in Bloomington, Minnesota and multiple locations throughout the United States.

The Challenge

The client uses Salesforce Sales Cloud and Marketing Cloud, primarily to interact with students, especially during the admissions process. Salesforce is used to track student enrolment, current student status, and actions needed to move students forward in enrolment. It is also used for tracking sales interactions and activities for each student like phone calls, emails sent, documents sent etc. The client wanted to further enhance user experience, system scalability, manageability, and operational efficiency. On a tight timeline, the organization sought to partner with a vendor with deep Salesforce expertise.

The Solution

Excellarate was selected for our more than 20 years of Salesforce expertise as a registered partner. Salesforce implementation services include development, administration, integration, analytics, automation, monitoring and compliance. Our implementation approach involves gaining a deep understanding of the client’s pain points and designing tailored solutions to overcome them.

Excellarate integrated several platforms including Salesforce Sales Cloud, Salesforce Marketing Cloud, Einstein Analytics, 3rd party integrations to Wyng, WP Forms and Appreciation Engine leveraging the Dell Boomi cloud-based integration platform and employing multiple technologies including Apex, REST, SOAP API, Asynchronous Apex, Process Builder, Flows, Lightning Components, Lightning App Builder, VF Pages, VF Components and SOQL/SOSL.

The Outcome

Excellarate’s Salesforce engineers successfully configured Outlook Email and Calendar to integrate with Salesforce so staff could remain productive while spending most of their time in the Salesforce application. Excellarate also provided custom SMS and chat functionality with company’s own routing rules and established a solid baseline upon which company’s processes can grow and scale in the future.

In addition, we identified and utilized the Salesforce Lightning platform to enable online and offline chat, single and bulk SMS, automatic email responses and configuring Outlook with Salesforce for a seamless user experience. Individual student identities would be captured to identify their needs, providing staff with current, detailed information that them to personalize their follow-ups with students.

Excellarate’s Salesforce domain experts enhanced the performance and functionality of the client’s Salesforce implementation, enhancing the user experience, scalability, and overall manageability of the platform. This in turn boosted the client’s operational and marketing efficiencies. The student enrollment process and student communications has now become a smoother operation as a result of the Salesforce enhancements.