Future-Proofing Education: How an Ivy League School Streamlined Enrollment by 80% with a Unified Salesforce Ecosystem

Client

A premier Ivy League Business School is at the forefront of digital transformation, delivering world-class online business education to global leaders. Through a unique blend of real-world case studies and an interactive social learning platform, the school has redefined online business education, ensuring dynamic, high-impact learning experiences.

Their extensive catalog of executive and non-credit programs equips professionals with critical skills, fluency, and confidence to excel in an evolving business landscape. However, scaling and managing this digital transformation required an enterprise-grade solution that could seamlessly integrate student lifecycle management, sales operations, and engagement strategies.

Market Dynamics: Navigating Complexity in Non-Credit Business Education

As digital learning accelerates, executive and non-credit programs must evolve to meet the needs of professionals seeking continuous upskilling. Institutions struggle with fragmented systems, outdated infrastructure, and disconnected sales and marketing efforts, making it difficult to scale while maintaining engagement. Manual processes slow down enrollments, while limited networking capabilities impact student retention. Without unified analytics, institutions lack the insights needed to optimize offerings and drive growth. To remain competitive, higher education providers must integrate technology, streamline operations, and enhance student experiences—challenges that this Ivy League business school aimed to overcome.

Business Challenges

The school encountered several critical challenges across different functional areas:

Fragmented technology ecosystem

Standalone applications created data silos, lacking a unified platform for tracking student journeys.

Outdated legacy systems

A custom-built administrative system was difficult to scale, making it difficult to scale and support new programs.

Manual & inefficient onboarding processes

Lengthy, manual approval workflows delayed student admissions, impacting the enrollment process and student experience.

Limited student engagement & networking capabilities

Existing platforms lacked interactive networking, restricting peer discussions and community-driven content.

Disjointed sales & marketing operations

No standardized process for B2B and B2I sales and disconnected marketing efforts led to ineffective targeting.

Lack of unified analytics & business intelligence

Siloed data restricted insights into student engagement, enrollment trends, and pipeline health, limiting data-driven decision-making.

Our Solution: A Unified Salesforce-powered Approach

Breaking down data silos with a unified Salesforce ecosystem

Integrated Sales Cloud, Experience Cloud, Service Cloud, Marketing Cloud, and FinancialForce to centralize operations, ensuring a seamless student journey and eliminating inefficiencies from standalone applications.

Scalable & configurable architecture

Replaced legacy systems with a multi-tenant Salesforce solution that adapts to evolving business needs and supports the expansion of non-credit programs.

Automated enrollment & onboarding

Leveraged Salesforce platform and other automation features to reduce application screening and decision publishing times by over 80%. Additionally, revamped student on-boarding experience bringing unmatched efficiency and personalized touch to B2C and B2B students.

Enhanced student engagement & networking

Created an interactive engagement hub on Experience Cloud with discussions, polls, messaging, and networking, enabling richer student interactions beyond just event hosting.

Efficient & impactful student servicing

Built an easy to navigate self-service support portal with ability to manage cases. We also implemented Einstein for Service features bringing unmatched efficiency to support agents.

Optimized sales & marketing with CRM-driven automation

Standardized lead-to-opportunity workflows and introduced automated quote generation via Sales Cloud. Additionally, we implemented Marketing Cloud for multi-channel connected campaigns, delivering personalized outreach for B2C audiences.

AI-driven insights & data analytics

Migrated over 2 million records into Salesforce, establishing a single source of truth and enabling real-time analytics on student engagement and enrollment trends via Tableau.

Business Outcomes

Our Salesforce-driven transformation delivered tangible, data-driven business benefits:

75% faster course launch cycles, enabling seamless management of multiple cohorts

80% reduction in decision-making time, expediting admissions and enrollments

99% system uptime, ensuring uninterrupted access to learning and engagement platforms

Higher student engagement, driven by interactive networking and community-driven experiences

Standardized and automated sales workflows, improving lead conversion rates

Connected and intelligent marketing campaigns, enhancing outreach and enrollment

Stronger business intelligence, empowering universities with real-time insights to make data-driven strategic decisions

Conclusion

By leveraging Salesforce, we have delivered a unified, scalable, and intelligent solution that enhances student experiences, streamlines operations, and enables data-driven decision-making. Our expertise in transforming non-credit and executive education programs positions us as the go-to partner for higher education institutions seeking digital transformation.

As universities evolve, we continue to drive innovation, engagement, and growth—helping institutions future-proof their programs and maximize impact.

Ready to transform your non-credit programs with Salesforce? Let’s lead the way faster, together!

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Future-Proofing Education: How an Ivy League School Streamlined Enrollment by 80% with a Unified Salesforce Ecosystem