Transforming School Operations with Salesforce
Background
This client of ours was founded in 2013 and leads the rapidly growing national initiative, which assists pre-K–12 schools in extending the reach of excellent teachers, principals, and their teams to more students, for more pay, within recurring school budgets.
They approached INSPIROWORKS to implement Salesforce Experience Cloud to support their initiatives. As part of the initiative, their Culture portal has been developed using the Salesforce Experience cloud for training, course registration, feedback & survey management for school principals, district leaders & school faculty.
Areas Of Challenges
Drupal Limitations
The client relied on Drupal as their legacy system, which posed challenges in streamlining and optimizing customer-related processes
Spreadsheets for Feedback
Manual feedback round where interview details were captured in spreadsheets.
Seamless Chat Collaboration
Easy chat collaboration between external and internal users was also absent. We're now seeking solutions to enhance seamless communication and collaboration.
Lead & Contact System Gap
No proper system was in place for capturing and managing existing & new leads, accounts and contacts.
Reporting Issue
Legacy system reporting posed challenges with limited customization. Recognizing this, we're modernizing to enhance efficiency and deliver more valuable insights.
Course Automation issues
The system did not have the capability to display course availability based on teacher roles and to show sessions within the Drupal system
Interview Scheduling gap
The absence of an interview scheduling system for faculties and principals, along with a lack of reminders, created inefficiencies.
Survey Gap for Schools
Lack of survey management process for the participating schools in the feedback round interview process
Email Organization Gap
No tool for storing and organising email conversation of clients for future reference.
Operational Constraints
Traditional approach was being followed which was not able to cater operational requirements such as generating reports, weekly activity reminders, automed task completion based on actions performed
Our Solutions
- Develop a customised community utilising Lightning Web Components (LWC) to precisely match their UI mockups, catering to over 20,000 school faculties and principals across various states in the USA.
- Establish a Learning Management System (LMS) within the community, enabling online course registration, session attendance, and direct online video viewing.
- Solution Implement an advanced feedback round process to encourage school teams' participation and log their feedback.
- Advance interview scheduling using SUMO scheduler.
- Integrate the WordPress content management system with Experience Cloud, creating a unified content management system to capture and store all FAQs, resource hub materials, and document links.
- Utilize Formstack Survey and Salesforce Site for survey management, collecting feedback from participants in the feedback round
- Collaborate with other external and internal users for any queries, knowledge sharing
- Advanced reports using CRM Analytics capabilities
Key Benefits
Branded, self-service communities for school principals and faculties across different states in USA
Tailor experiences based on user profiles, preferences, and behaviours, providing a personalised journey for each users like Principal, Faculties, School Leader, District leader
Facilitate real-time collaboration among users, fostering a sense of community and enabling discussions, forums, and file sharing.
Several automations heavily improved the operational activities for the internal users
Administrators have granular control over user access, ensuring that sensitive data is accessible only to authorised individuals. A security compliant system with industry standards and regulations.
Drive customer success by providing resources, support, and a community where customers can connect and share insights.
Customer Testimonials
