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An Ivy League business school streamlines operations and enhances user experience by implementing cohesive CRM strategy on Salesforce platform


The business school gets a unified, 360-degree view of student data that in turn facilitates intuitive reporting, better processes, fosters collaboration, and improves student-learning experience

Client Overview

The client is a leading US-based Ivy League business school. It has consistently ranked among the top business schools in the world, and it offers full-time MBA, doctoral, and many other executive education programs. The school also has a publishing arm that publishes business books, leadership articles and case studies.

Client Business Challenges

The business school lacked a cohesive CRM strategy, implementation and governance mechanism. It had disparate CRM systems and tools with multiple versions of student data. Each department had its own databases and tools for collecting and managing key student interactions, which made it difficult to share student information between departments. The use of offline tools was also rampant throughout the school that led to unstructured, uncorrelated, and unusable data formats.

The overall objective of the program was to build a school-wide Salesforce CRM foundation, with the following goals:

  • Streamline and automate the CRM process to provide a 360-degree view of student data
  • Share enhanced data across the school in an automated manner while adhering to data privacy standards
  • Adopt a standard platform with supporting tools and technologies to increase internal efficiencies and productivity
  • Foster collaboration within and between the business school departments, peer groups, and constituents
  • Create a consistent and seamless constituent experience by providing a mobile-first experience and access to intuitive reports and dashboard

Solution Highlights

Mindtree built a single school-wide Salesforce organization by leveraging higher education data architecture (HEDA) with the following design considerations:

  • Secure and Reliable: Preapproved by the school’s security and compliance team along with auditing capabilities
  • Granular Control: Fields level control for all roles and access management with simple configurations
  • Automated Feed Process: Report creation with near real time data
  • Collaboration and Multitenancy: Compliance reports for data usage; Consolidated Interaction Logs
  • Internal and Federal Compliance: Adherence to compliance requirements and student contact preferences
  • Trusted and Best version of Data: Salesforce subscribes to data from master data management (MDM)
  • Business process automation for each department
  • Custom solution for events, RSVP and survey management

Technology Landscape

  • Salesforce platform capabilities including Sales Cloud, Service Cloud and Marketing Cloud
  • Leveraged MBOLTTM a Mindtree tool, for CI/CD deployment process
  • Migration from Salesforce Classic to Lightning experience
  • Informatica MDM and ETL

Client Benefits

  • Created Student 360 data view with intuitive and transparent reporting, and a seamless user experience by using Salesforce Lightning
  • Reduced manual intervention by automating data processing and distribution between departments
  • Fostered collaboration within school’s departments, groups and constituents
  • Improved data quality through better data management and governance mechanisms
An Ivy League business school streamlines operations and enhances user experience by implementing cohesive CRM strategy on Salesforce platform

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