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Your Salesforce partner for educational institutions
How to transform leads into applications –Student Lifecycle Management with Salesforce
Student Lifecycle Management with Salesforce
Imagine having all of the information about candidates, prospects, students, alumni,
sponsors, partner institutions and teaching staff in one central location. You can use
Salesforce to manage the entire cycle, from recruiting new students and the admissi-
ons process through to alumni status. And you can run all aspects of course administ-
ration from one central location. We have introduced Salesforce into more than 15
educational institutions and we are therefore the most experienced Salesforce partner
for such institutions in Switzerland and Germany. Our customers include executive
course providers, universities with an international reputation, private and public
educational institutions.
Recruitment
≥ Marketing Automation: Marketing Managers
can share with automated campaigns relevant
content according to candidates profiles on
different channels.
≥ Campaign Management: Marketing Managers can
run and evaluate all campaigns in Salesforce.
≥ Marketing can publish content for the website
through Salesforce.
≥ Recruiters can distribute personalised infor-
mation to potential students and consider
information from social media.
≥ Improvement of conversion rates: Schools
improve its conversion rate by making shure
that candidates are followed and beeing
provided with the right information at the
right time.
≥ Distribution of newsletters including
click analysis
≥ Nurturing and qualification of leads to prepare
for purchase
≥ Integrated processes for transferring marke-
ting qualified leads to sales
Admissions & enrolment
≥ Admissions are supported by automated
creation and distribution of information
brochures, check lists, confirmations, applica-
tions and study contracts through Salesforce.
≥ Automated nurturing campaigns ensure that
accepted students will sign the study contract
and therefor secure the retour on the time
and money invested in your recruitment and
admissions activities.
≥ Admissions supports the candidate throughout
the entire application process in Salesforce.
≥ Admissions can map all their processes in
Salesforce – from initial enquiries from prospec-
tive students to signing of the study contract.
≥ Candidates can apply online and upload all
essential documents, which go directly into
Salesforce.
Booking & course registration
≥ The entire course booking and invoicing is
done in Salesforce.
≥ Enrolment officers can track if the student got
his Visa, got a health insurance, assign a
studio to him, reserve a parking lot, etc.
≥ Course organizers can manage the courses
and publish them to the web through Sales-
force. This way only current courses can be
viewed online.
Studies
≥ Students register online for further courses,
which is automatically managed in Salesforce.
≥ Teachers and mentors can manage all examina-
tion results in Salesforce for efficient analysis
and as an early warning system for passing
the course.
≥ Class attendance is captured by teachers in
Salesforce.
≥ Teachers can generate transcripts in Sales-
force.
≥ Course managers can evaluate the course
registrations in real time and analyse over-sub-
scribed and under-subscribed courses.
Alumni relations / advancement
≥ Alumni Officers track the academic progress and
professional development of the former students
in Salesforce and analyze them with reports.
≥ Alumni Officers manage the details of former
students also in Salesforce and invite them to
alumni meetings by mass mailshot.
All constituents of the student lifecycle in one central location
On the basis of the Salesforce system, we can manage the entire student lifecycle
using the individual processes in your institution. Of course, we are also able to only
migrate specific processes to Salesforce and adapt other departments gradually.
Salesforce provides you with the opportunity to manage all constituents data over the
entire student lifecycle in one central location. Since Salesforce is also a cloud soluti-
on, you can access the data from anywhere – including on mobile devices. The proces-
ses are digitalised and documented, the information is accessible to anyone with
appropriate authorisation.
Contact us for a meeting without any obligation. We will show you best practice
examples from other educational institutions.
≥
ReferencesExtract from our list of customers:
«We have never been as close to our
prospective students and applicants as we are now
with Salesforce.»
Evelyn Menke – Salesforce Project
Manager at Fresenius University
«The useof the seminar planner in Salesforce reduced our expenditures for planning and creating single dates by almost 80%.»
Carsten Brede – Marketing Manager and
Administrator of the Salesforce
account at die Akademie für Führungs-
kräfte der Wirtschaft GmbH
The leading Salesforce experts inSwitzerland, Germany and France
> 110 experts, > 260 Salesforcecertifications
The high quality of ourservice secures yourinvestment in Salesforce
> 15 years on the market asSalesforce experts, over1000 projects delivered
We focus 100%on Salesforce
1000
www.parx.com
SWITZERLANDPARX Werk AG
Birmensdorferstr. 108CH – 8003 ZürichT +41 (0)43 500 97 00Fax: +41 43 500 97 [email protected]
Av. de la Rasude 2CH – 1006 LausanneT +41 (0)21 533 59 40Fax: +41 21 533 [email protected]
GERMANYPARX Consulting GmbH
An der Alster 62D-20099 HamburgT +49 (0)40 232 05 4000Fax: +49 40 232 05 [email protected]
Uhlandstraße 175 D-10719 BerlinT +49 (0)30 201 69 6060Fax: +49 30 201 69 [email protected]
FRANCEPARX
GRENOBLE1 rue Hector Berlioz38600 Fontaine T +33 476 5335 [email protected]
Elsenheimerstraße 1D-80687 MünchenT +49 (0) 89 700 74 0130Fax: +49 89 700 74 [email protected]
Wiesenhüttenplatz 25D-60329 Frankfurt am [email protected]
PARX is a leading Salesforce service provider with offices in Zurich, Lausanne,
Hamburg, Berlin, Munich, Grenoble and Frankfurt am Main. We have been digitalising
business processes successfully in companies in all industries for more than 15 years
and we have delivered over 1000 projects. Our over 110 experts have more than 260
Salesforce certifications. From advice and process analysis, via configuration and
integration into other ERP systems, to support and training, we provide all of the
services required to deliver your project successfully. If you want special functions,
we will be happy to develop them individually for you. We have particularly extensive
experience with medium-sized companies, manufacturing, the consumer goods, with
educational institutions and in the media.