We implement Salesforce for educational institutions. Prospecting, admissions and omnichannel student engagement, all under a single record from first contact.
Hoy el prospecto vive en un Excel del departamento de mercadeo, la solicitud en un formulario aislado, y el seguimiento post-matrícula en llamadas sueltas. Salesforce unifica todo el recorrido del estudiante en un solo lugar.
Lead capture from fairs, web and digital campaigns, with automatic assignment to admissions advisors by program or degree.
Tracking of the application process, documents and evaluation, with full visibility into each applicant's status.
WhatsApp, email and phone from a single console, to resolve enrollment and administrative questions without losing the conversation thread.
Dropout risk alerts and active student tracking, so the relationship doesn't end at enrollment.
Trabajamos con universidades y centros educativos en Costa Rica y Guatemala, cada uno con procesos de admisión distintos.
Implementation of Salesforce OmniChannel with WhatsApp for student support, with continuous post-implementation support.
Prospecting management and admissions tracking for an institution with a high volume of regional applicants.
Student prospecting flows focused on improving conversion from prospects to enrolled students.
Training and support in educational lead management processes within Salesforce.
Antes de configurar una sola pantalla en Salesforce, mapeamos cómo se mueve hoy un prospecto desde el primer contacto hasta convertirse en estudiante activo.
We assess how you currently manage prospecting, admissions applications and student support: spreadsheets, standalone forms, advisor WhatsApp — whatever is working today.
We design the data model by degree or program, the assignment rules to admissions advisors and the contact touchpoints throughout the application process.
We build in short cycles, prioritizing first the most critical admissions period in the academic calendar so the impact is felt immediately.
We train admissions advisors and the student support team in their real workflow, so the student file stays active after enrollment.
Tell us about your admissions process and we will connect you with a consultant specialized in the education sector.