Prospect Management System

Case Study

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.


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


  • ClientUniversity of Sydney
  • CategoryUniversity of Sydney

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