Unified Student Lifecycle Strategy
There was a need to have a centralized structure to control the student journeys from the first inquiry to alumni engagement with continuity, consistency, and better visibility among the departments.
Improved Engagement & Communication
There was a requirement to have systematic engagement plans in order to monitor student engagement, customize messages, and enhance overall satisfaction at various lifecycle phases.
Data-Driven Decision Enablement
Our client needed to have reliable and structured data models, which would facilitate reporting, analytics, and insights when making better decisions by academic and administrative teams.
There were several non-interconnected systems in use across departments, which led to data silos, inconsistent records, and no single source of truth of student information.
The major operations like admissions tracking, communication processes, and follow-ups were very manual and resulted in delays, errors, and high operational overhead.
A formal system did not exist to monitor student interactions along touchpoints, and thus it was challenging to gauge the effectiveness of engagement or target students at risk.
There was also no end-to-end visibility into the student lifecycle, so the institution could not know how students were progressing or how to better retain them or how to better engage them.
Implementation of End-to-End Lifecycle Framework
The student lifecycle was planned and adopted as a comprehensive framework, with all student processes, such as admissions, organized in Salesforce Education Cloud. Lifecycle stages were standardized, and it was consistent and traceable.
CRM-Driven Engagement Architecture
A model of engagement was created in which the communication journeys were delineated and automated with Salesforce Flow. Interaction tracking systems were also set to record the interaction on various channels so that they could be better personalized.
Development of Centralized Data Model
Strong data models were created to consolidate student data, with objects, relationships, and hierarchies of data created in Education Cloud. This allowed the existence of one truth source and enhanced reporting.
Process Automation and Workflow Optimization
Automation with the help of Flow was used to streamline the manual processes, with approval processes, notifications, and task assignments being configured. The efficiency of operations was enhanced, and reliance on manual intervention was minimized.
A progressive learning institution that aims at improving the experiences of students, increasing the efficiency of its operations, and updating lifecycle management, including admissions and involvement of alumni.
The change has brought clarity and efficiency in our processes as well as student engagement is measurable, and teams are more aligned than ever before.
A significant change in student lifecycle management was made by adopting the strategy of CRM-based implementation. Using Salesforce Education Cloud, disjointed systems were brought together into a single ecosystem that enabled end-to-end visibility and control.
The involvement strategies were reinforced using formal communication systems, and efficiency in operations was enhanced using automation. The institution gained insights that could be acted upon, made decisions proactively, and improved the experiences of the students.
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