Streamlined student lifecycle management efforts, from admission through alumni, by consolidating all systems onto one platform for huge cost savings

Challenge: Streamline Admissions through Alumni Support

  • Current administrative systems have resulted in workarounds, data inaccuracies and a lack of consistency and integration
  • Rapid growth contributed to increased need for self-service to create consistency in policy compliance and effectiveness in serving internal and external constituents

Solution: Salesforce CRM

  • Enterprise Cloud CRM integrated with 32 core systems to create an end-to-end lead management process
    • Equifax for prospective student input
    • Eloqua for campaign management and prospective student scoring
    • SallieMae for payment processing
    • Banner for student information management
    • Cognos data warehouse for analytics
  • 50+ out of the box assignment rules to route incoming leads to a mix of advisors and terminal or actionable queues
  • Custom objects and code to equitably distribute incoming leads across 1,500 admissions personnel in 100+ locations
  • Cloud Management for ongoing cloud roadmap support and enhancements

Results: $3.1M Direct Cost Savings, Oracle CRM Replacement

  • 3,641 users and 500,000 portal users
  • Integrations: Cisco (CTI), Cognos, Eloqua, Initiate, PossibleNow, SunGard Banner
  • Replacements: Equifax, Harris Direct, and Oracle CRM (on-premise)