Solutions: Salesforce Reconfiguration for University Partnership Unit

with No Comments

The corporate partnership unit of a Chicago-based university works with companies on their talent development strategies, matching them to graduating students that possess the skills they are looking to hire. To improve productivity in this sales unit, they needed a massive Salesforce reconfiguration in order to mirror their business priorities.


Purpose

A few years prior, the university recognized they needed a CRM to help with growth and set them apart, which led them to purchase Salesforce. After a few years, they realized they were not leveraging the system and using it to its full capacity. They ultimately wanted to improve productivity in order to scale their organization.

Process

By partnering with Solving IT for the Salesforce Reconfiguration, they discovered how the platform could be customized to suit their evolving needs. Solving IT’s Project Manager took the time to get an in-depth understanding of their business, goals and priorities and made appropriate suggestions to customize their interface and ultimately benefit the business.

Solving IT tailored the platform around their business processes needs, configuring Leads, Opportunities, Accounts and Contacts. In addition, a full training was conducted to promote user adoption, which included best practices in regards to user testing and providing documentation of the process.

Results

The university now uses their reconfigured Salesforce platform to operationalize their sales processes. They can ow decipher the key information they want and need to profile their accounts and contacts.

Their system is integrated with Outlook, so all emails are synced with Salesforce to ensure no data is lost, which improved their overall communication. This improved communication has lead to knowledge sharing, which reduced new employee ramp up time.

And lastly, the robust reporting capabilities now allows them to scale by evaluating their business at a strategic level, which was their initial goal that was finally achieved.

 

Browse more Customer Success Stories or contact us for more information on how we can help you achieve your business goals.