Emerge’s team leverages several applications with Salesforce being their primary for prospects, leads, and applicants. A significant portion of their process was manual with little visibility into the status and workflows of their lifecycle. Additionally, there were neither executive views nor a predictable way of understanding the probability of final application and acceptance.
Outcomes
Risk mitigation through readiness certification for leads and applicants
Increased prospect-driven engagement through role-based dashboard views and data-driven insights
Approach
In phase-I, we adopted our proven framework for success: performing a Discovery and Strategy phase to fully understand Emerge’s business, marketing, and enrollment process in utilizing its existing Salesforce and technology platform, data analysis, and associated tool sets..
Solution
Discovery: Gap Identification Through Analysis
In order to identify the gaps in Emerge Edu’s student acquisition process we conducted an ecosystem review of internal and external stakeholders along with data capturing in the student acquisition process, Salesforce infrastructure, and technology architecture analysis.
Strategy: Statement of Strategic Understanding
After conducting a gap analysis, we focused our attention on the most pressing issues and began developing solutions based on those findings. We validated and prioritised the areas that need more attention and are the catalysts for the growth of Emerge Education, customer experience, and managing volume without compromising the quality which helped us to arrive at the Statement of Strategic Understanding.
Improved lead funnels & insights by restructuring Salesforce workflow process
Revised operations plan for higher efficiency and productivity
Seamless Emerge Education User/Lead Journey Flow
