The Challenge
This university faced a common challenge among large educational institutions: siloed data and disconnected systems across various departments. Their student recruitment process was inefficient, with prospective student inquiries often falling through the cracks due to manual tracking. Student advising lacked a holistic view of each student's academic progress and engagement, making proactive support difficult. Furthermore, alumni relations struggled to maintain consistent engagement with graduates, impacting fundraising and mentorship opportunities. This fragmentation led to administrative bottlenecks, lower student retention rates, and missed opportunities for lifelong engagement.
Our Solution
ExproSoftech partnered with the university to implement a comprehensive Salesforce Education Cloud solution, designed to create a truly connected campus experience from recruitment to alumni engagement. Our approach focused on integrating data, automating workflows, and empowering staff:
- Salesforce Education Cloud Implementation: We deployed Education Cloud as the central platform to manage the entire student lifecycle, from prospective student inquiries to alumni relations.
- Recruitment & Admissions Optimization: We customized the platform to streamline the admissions funnel, automating lead nurturing for prospective students, managing applications, and tracking communication. This ensured timely and personalized outreach.
- Student Success & Advising Enhancement: We built a 360-degree view of each student, integrating academic records, extracurricular activities, and communication history. This empowered academic advisors to provide proactive support, identify at-risk students, and personalize guidance.
- Alumni Relations & Advancement: We configured Salesforce to manage alumni data, track engagement, facilitate fundraising campaigns, and support mentorship programs, fostering a strong, lifelong connection with graduates.
- Experience Cloud for Portals: We developed secure portals using Salesforce Experience Cloud for prospective students, current students, and alumni, providing self-service options, personalized content, and a central hub for communication.
- Data Integration & Migration: We successfully integrated Education Cloud with their existing Student Information System (SIS) and other critical university systems, ensuring seamless data flow and eliminating manual data entry.
- Custom Reporting & Analytics: We created dashboards and reports to provide leadership with real-time insights into enrollment trends, student retention rates, alumni engagement, and fundraising performance.
Results & Impact
- The implementation of Salesforce Education Cloud brought about a transformative impact on the university's operations and student outcomes:
- Streamlined recruitment and personalized outreach led to higher conversion of applicants.
- Proactive advising and a comprehensive understanding of student needs enabled timely interventions and support.
- Enhanced communication and a more organized alumni network fostered stronger relationships and increased philanthropic support.
- Automation of routine tasks across admissions, advising, and alumni relations freed up staff time for more strategic initiatives.
- All departments now operate from a single source of truth, enabling better collaboration and data-driven decision-making.
Key Performance Metrics
15%
Higher Student Enrollment
10%
Better First-Year Retention
20%
