Success Stories

Challenge Tracked applicants who wish to become adjunct professors.  Once adjunct professors are “hired”, they must be matched with the 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…

Challenge Selling educational/training products to prevent medical malpractice claims efficiently Solution Update Salesforce to support the team’s business processes that were optimized for success rather than the previous processes which were defined by the previous technology Assignment of accounts to staff for business pursuit Results Management visibility into activities Clear delineations of responsibility for staff

Challenge Identify and train high schools students from impoverished schools in a skill and then place them an internship at a respected company Solution Change the fundamental infrastructure so that each contact is only in Salesforce on time rather than multiple times because they are a donor and also a Supervisor of an Intern at…

Challenge Track leads and opportunities in an organized manner for etiquette training courses along with last activities and next steps. Solution Focused QuickActions that minimize typing. Using QuickText to insert standard tasks/updates. Results Access information on phone and can refresh memory minutes before a consultation.

Challenge Asking prospective students to complete forms at races, which are then typed into a spreadsheet, sorted and assigned to recruiters. Solution Create a webform (available on an iPad) that can capture info electronically immediately Easily connect leads to marketing campaigns (races) Automatically assign recruiters based on geography Results More timely dissemination of leads rather…

Challenge Match Students and their family members (parents, aunts, other siblings) Charter School applications.  If they are not accepted, assist them through outreach to find a school that better fits their needs. Solution Allow contacts to have multiple relationships with multiple relationships types – automatically create reciprocal relationships Use duplicate rules to minimize multiple instances…

Challenge Selling science curriculum to Schools and School Districts of Texas, hoping to expand to the United States – but needed to operate more efficiently. Solution Curriculum are products which are added to opportunities and then disseminated first as Quotes, then as Invoices Tracking account relationships between Schools, ISDs and Texas Regions Scheduling trainers on…

Challenge In January 2017, MIT wanted to grow the new initiative “Solve”. “Solve” solves the world’s most pressing challenges through open innovation and partnership. The initiative chose Salesforce to support this endeavor and needed guidance through a quick implementation. Salesforce CRM needed to support the May 2017 “Solve Challenge”. Solution February 2017: Quixo kicked-off the…