Prospect Management System

The University of Sydney had the need to automate and move the prospect management solution into the cloud to accommodate flexible working due to the Covid-19 pandemic.

Products utilized

• Salesforce Sales Cloud
• Salesforce Experience Cloud
• Salesforce Shield

Problem Statement

• Prospective student database maintained manually in excel spreadsheets with data coming from multiple sources rather than one unified system.
• Leaky, error-prone data, inadequate reporting, and limited visibility of campaigns.

Approach

• Cloud Raptor partnered with the University of Sydney to implement a Salesforce-based prospect management solution.

Solution

• After a comprehensive business review that identified existing gaps in the provider application including reporting and data gaps, Cloud Raptor enabled enterprise-level business transformation through the design and state-wide roll-out of Salesforce Service Cloud, Partner Communities, and Shield.
• This included millions of records from multiple sources being brough into the Salesforce CRM to be analysed, checked for duplicates, and reported on.

Business and Customer Outcomes

• Up to 5 million records uploaded into the system from various sources including web forms and excel sheets.
• A workflow approval process, interactive dashboard and reports developed for the Executive Team.