Salesforce Development for Educational Service Agency
Budget: $3,000 – $5,000 USD
Email Integration
Salesforce Development
Salesforce Implementation
Salesforce Training
System Analysis & Design
Scope:
Lead Management:
Implementation for the management of the lead process in line with the sales process. Displaying, reporting, and
communicating leads from different channels such as fair, digital marketing, and website in the system. The Lead
management aims to increase leads' converted rate to applications.
Campaign Management:
Campaign management is planning, executing, tracking, and analyzing a marketing initiative.
Application Management:
Implementation of the management of all applications' progress. Application Management allows filtering for degrees, programs, and universities to increase the number of applications. Candidates whose application has been completed show the student's current status at the application stage such as; waiting for an offer letter, waiting for payment, waiting for an acceptance letter, and registering.
University Management:
Execution of all application and contact processes of the contracted universities.
Program Management:
It uses setting up programs, price list structures, and importing data. Program Management shows all passive and active programs the Universities have.
Price Management:
Setting all universities information such as; University price list, discounted fees, scholarships rate, particularly
scholarship.
Application Portal:
Dynamically structured forms will collect direct applications from candidates. It is aimed that students can access information quickly with filtering options. It will include university lists, program lists, and details.
Notifications Structure:
Creating automatic e-mail notifications to students and internal notifications to staff are sent from the system. In addition, the team will be authorized to tag other team members based on students' status in order to give new tasks.
Task Management & Collaboration:
Management of the task distribution and the collaboration via Chatter on general concept and record base situations.
Offer Letter and Document Generations:
The system will be allowed to share all the letters (offer and acceptance) and agreements with the students.
Slack Integration:
To complete collaboration between the team and the stakeholders.
Reports:
Generate reports of all data in the system in line with the customer's request.
Team Performance Report:
Campaign Report or Lead Distribution Report (Fair, Website, Digital Marketing)
Number of Deposit Payments,
Number of Registered Students,
Universities Contact, Price List, Program List
Students' Demographic Report (citizenship, age, gender, residence, etc.)
Dashboards:
Created reports will be visualized by the system dashboards as needed.
Salesforce Development
Salesforce Implementation
Salesforce Training
System Analysis & Design
Scope:
Lead Management:
Implementation for the management of the lead process in line with the sales process. Displaying, reporting, and
communicating leads from different channels such as fair, digital marketing, and website in the system. The Lead
management aims to increase leads' converted rate to applications.
Campaign Management:
Campaign management is planning, executing, tracking, and analyzing a marketing initiative.
Application Management:
Implementation of the management of all applications' progress. Application Management allows filtering for degrees, programs, and universities to increase the number of applications. Candidates whose application has been completed show the student's current status at the application stage such as; waiting for an offer letter, waiting for payment, waiting for an acceptance letter, and registering.
University Management:
Execution of all application and contact processes of the contracted universities.
Program Management:
It uses setting up programs, price list structures, and importing data. Program Management shows all passive and active programs the Universities have.
Price Management:
Setting all universities information such as; University price list, discounted fees, scholarships rate, particularly
scholarship.
Application Portal:
Dynamically structured forms will collect direct applications from candidates. It is aimed that students can access information quickly with filtering options. It will include university lists, program lists, and details.
Notifications Structure:
Creating automatic e-mail notifications to students and internal notifications to staff are sent from the system. In addition, the team will be authorized to tag other team members based on students' status in order to give new tasks.
Task Management & Collaboration:
Management of the task distribution and the collaboration via Chatter on general concept and record base situations.
Offer Letter and Document Generations:
The system will be allowed to share all the letters (offer and acceptance) and agreements with the students.
Slack Integration:
To complete collaboration between the team and the stakeholders.
Reports:
Generate reports of all data in the system in line with the customer's request.
Team Performance Report:
Campaign Report or Lead Distribution Report (Fair, Website, Digital Marketing)
Number of Deposit Payments,
Number of Registered Students,
Universities Contact, Price List, Program List
Students' Demographic Report (citizenship, age, gender, residence, etc.)
Dashboards:
Created reports will be visualized by the system dashboards as needed.