PARDOT HAS MADE US A TECH INNOVATOR IN EDUCATION

100%

INTEGRATION OF SALES & MARKETING

PRODUCTS USED

Sales Cloud
Pardot

About The Client

Our client is an executive education enabler connecting leading universities with senior executives, business leaders, professionals & family business owners. Their executive programs are meant to prepare professionals into leaders who will lead their brands to growth & success. The company is based in the USA.

Challenges & Issues

They were using a CRM that was not delivering the services for which it had been deployed.
The concerned department was not able to track leads.
They were unable to identify the sources of the leads as well as the % of productivity of each of the sources .

Our Solution & Work

Implemented and deployed Sales Cloud across B2C customer segments for lead management. The complete prospect flow from prospect generation to enrolment, and the end-to-end process is now automated on the solution.
Sales Cloud objects like tasks, calls and events are also used in detail to schedule, monitor meetings and counselling.
Automation of the prospect management process has enhanced conversion rates by 40%.
Sales Cloud further functions as a student data repository and has become the single source of all data relating to the enrolled students, streamlining of day-to-day processes has helped them achieve a 30-40 percent rise in the efficiency of invoicing and collection.
Pardot is used for digital marketing campaigns, and to run client journeys & experiences.
With all prospect information unified on Salesforce, the team is able to focus on programs effectively, optimise campaign budget and focus on channels that yield more.
With web training programs, they have successfully overcome industry-specific adoption issues, such as low levels of tech-savvy amongst staff and the distributed nature of the business.