How Texve Helped a Leading Educational Group in UAE Create a Unified Platform for Lead and Admissions Management with Salesforce Sales Cloud
About the Client
The client is a major international education group, one of the world’s largest private school operators, with over 60 schools across the Middle East, North Africa (MENA), Asia, Europe, and North America. The organization is renowned for its extensive network and commitment to delivering high-quality education globally.
Industry
Education
Technology Used
Salesforce Sales Cloud & Lightning Flows, Middleware
The Challenge
The client faced several challenges with their existing lead and admissions management processes:
Data Redundancy and Inaccuracy
The use of multiple, legacy systems for managing leads, admissions, and student records led to significant data duplication, inaccuracies, and security concerns.
Unscalable Architecture
The outdated systems were not scalable and did not align with the long-term business roadmap, hindering growth and adaptation.
Communication and Transactional Complexities
The involvement of multiple teams and systems created complexities in communication and transaction processing.
the solution
To address these challenges,Texve implemented a comprehensive Salesforce-based solution:
Lead Management Optimization
Implemented Sales Cloud to centralize and streamline the lead management and nurturing processes, leveraging out-of-the-box deduplication and data security features to minimize data duplication and control access.
Integrated Systems
Integrated Salesforce with existing systems using middleware, ensuring seamless data synchronization and process efficiency.
API Integration for Payments
Implemented API sync features to facilitate fee processing and other payments directly from the parents’ app, simplifying financial transactions.
Low Code/No Code Development
Employed Salesforce’s low code/no code architecture to implement Lightning Flows, replacing complex code with simple, flexible processes, reducing developer dependency and increasing adaptability.
Results
The implementation of the Salesforce solution delivered significant improvements:
Improved User Adoption
Enhanced user experience with a simple and visually appealing UI, leading to higher satisfaction among users.
Real-Time Data Sync
Enabled real-time data synchronization, providing management with better control over activities and improved tracking capabilities.
Enhanced Sales Pipeline Visibility
Improved visibility and tracking of the sales pipeline across different regions, facilitating better management and strategic planning.
Better Reporting and Data Insights
Advanced reporting and data insights empowered management to make more informed decisions and enhance overall organizational performance.