Success Stories

Challenge Alumni staff need to plan and then expose available reunion activities to alumni to register to attend. Solution Customized Campaigns to manage reunion activities and souvenir selections, tailored by class and event type. Built custom objects to track individual preferences (e.g., dinner choices, t-shirt sizes) for each family member for each activity in a…

Challenge  In a single system, manage the ordering, track the virus creation progress and monitor the invoicing and remittance. Solution Configured a partner portal enabling laboratory members to log in, submit, and track current and past virus orders in real time. Structured virus components as Products within Opportunities to ensure clear, itemized tracking of each…

Challenge Efficiently connect medical providers with child and adolescent psychiatry and mental health consultation and referral assistance to local and statewide mental health services. Solution Optimized an intake process using integrated forms via Zapier to capture psychiatric consultation and referral requests for anonymous patients from healthcare providers. Automated the routing of consultation cases to appropriate…

Challenge High social worker turnover hinders consistent tracking of services for recently incarcerated juveniles, creating a need for a centralized system to improve case management efficiency and support restorative efforts. Solution Customized Case and Contact record types to capture detailed juvenile, case, and service information Created a public sites page enabling case workers to submit…

Challenge Managing space and key allocations for physical locations managed by the college. Solution Developed a comprehensive inventory system for all physical college spaces, detailing allocations to faculty and sub-assignments to PhD students, graduate students, and others for specific uses. Implemented detailed tracking of keys assigned to each space, including current holders and key status…

Challenge Sell leasing of coworking space (private offices, common spaces) to start-up companies; manage events in the center to encourage networking and gain external exposure Solution Leads and Opportunities to manage the sales process of nurturing start-ups to join the space; multiple discounting techniques Products to track the available space, quantity of people per space…

Challenge Provide a safe channel for students, staff or faculty to report cases of discrimination or bullying which are then funneled to the appropriate individuals for resolution Solution Configured Cases to comprehensively capture incident details for accurate tracking Established granular sharing rules to enable secure, role-based access across multiple departments and staff levels Implemented resolution…

Challenge Manage marketing and registration for MIT Alumni Trips with professional tour operators facilitated by MIT Faculty. Solution Configured campaigns to precisely track marketing effectiveness and trip participation Automated Conga Composer generation of detailed guest lists, complete with photos and summary information Proactive milestone tracking aligned with trip lead times to trigger targeted marketing interventions…

Challenge Promote, enroll and manage participation in executive education courses Solution Feed advertising leads (LinkedIn, Meta) directly into Salesforce Use opportunities to track participant pipeline linked to products/courses Leverage public site pages for invoices Manage program delivery communications via campaigns Results Manage participants and billing contacts in a single location to cross promote related courses…

Challenge Tracked applicants for adjunct professor positions.  Once adjunct professors are “hired”, they are matched with courses that need professors each semester. Solution Coached in-house staff to develop Salesforce administrative skills taking advantage of native functionality to support business processes Results Managed adjuncts across the business school, not on a department basis to be able…