CUSTOMER SUCCESS STORY
(State Department of Education)
The client is the state’s student well-being department, which plays a massive role in helping students receive quality education and develop their skills. They are actively supporting 2.5 million students in
their academic endeavors and are focusing on maximizing employment opportunities in the community.
As the state education department, the client faced difficulty with various operational tasks such as managing the enrollment process, staff experience, tracking student progress, and regulating state
department operations. The growing number of courses, staff, and students made it difficult for the milestone management team to oversee over 12 different Salesforce organizations, servicing other groups
across the department.
The challenge was managing organizations maturing at different levels of complexity and robustness in real-time. This led to a rise of silos in the Salesforce organizations within the department, making it
challenging to develop a ‘unified engagement layer’ for the citizens. In addition, the client used a third-party application to access challenges on the client portal, which increased complexity and created
hurdles in navigating for the sub-level organizations.
Salesforce Education Cloud will enable the client’s users to track and closely monitor the state’s financial health, preferred courses for students, staff strength, and overall organizational performance. The
client will be able to migrate the existing organizations into a consolidated Salesforce integrated entity to get a better view and manage the organization.
Once the platform is integrated, the users can review, upgrade, and standardize existing access configuration and functionalities. This will enhance the client’s user experience and extend the platform’s
An alert system will be installed into the client’s Education Cloud instance to ensure that every allocated case is fixed, as per the requirements, along with confirmation. Furthermore, integrating Education
Cloud will allow the client to leverage the knowledge creation section, which will help elaborate cases to the community user with notes. Some changes will be made to the client’s configuration settings to
enable standard and custom object setup, permission sets & field-level security.
The addition of some handy features to Education Cloud, like claim approvals, KPI-driven milestone achievements, and custom UI buttons, will support the users in their day-to-day tasks. This will help the
education department to re-engage with young people and improve their career outcomes with a single source of truth.
The Education Cloud integration will align the users’ operations with the platform and allow the organizations to update enrollment updates in real-time and estimate the revenue incurred with every entry. The
extensive usage of Education Cloud will benefit the users to document milestone completion, engagements, work wallets, claims redressed, and reports, which will result in a streamlined and optimized workflow.
This will help the administrative officers swiftly approve enrollment requests, manage engagement, and track progress KPIs. Integrating Education Cloud
into the client’s organization will, in turn, lubricate the allocation and tracking of discretionary funds for empowerment training and other tasks with a single source of truth for consistent measurement of
Team CRMIT stands out when it comes to EDU Cloud enablement services for managing organizations, frequent requirement changes, and leveraging the data from different organizations.
Anonymity as requested by the client
From an idea to an unforgettable and measurable customer experience