Sales Cloud Implementation for Community College District

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Sales Cloud Implementation for Community College
District
Case Studies
2
About This Project
The client operates unique and diverse
colleges/units/facilities. They have got licenses
of Salesforce for Non-Profit a long time ago but
no user adoption. The system had never been set
up by Salesforce partner.
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The Challenge
CRM needs to be setup for different departments.
Communication and coordination among team members
were done via Outlook only. Management was
concerned about the user roles and permissions to
view and edit records since 3 departments are
planning to use Salesforce.

• Business Outreach Team needs Salesforce
  configuration and set up for lead management,
  activity management, opportunity management such
  as grants and projects.
• Theater Center needs to track events, ticket
  sales, volunteers, and donations.
• Conference Center needs to track opportunities
  such as rental and trainings.

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Solunus Solutions

• As a Salesforce implementation partner, Solunus
  customized Salesforce out-of-the-box Sales Cloud
  functionalities and workflow automation to help 3
  departments of the community college district use
  Sales Cloud effectively.
• Set up user profile, hierarchy, and sharing
  rules
• Created 2 Visualforce web-to-lead forms
• Created email templates for lead assignment
  rules, auto-response rules, and to prospects
• Set up a completely unique sales process for
  all 3 departments
• Created a dynamic list of available rooms
  based on selected campus room rental fee is
• automatically calculated
• Created custom templates for generating
  invoices, contracts and agreements (in pdf
  format)
• for all 3 departments
• Installed and configured app for events,
  rentals, and tickets
• Installed and configured app for volunteer
  management
• Provided user adoption training

5
Business Impact

• Business Outreach Team enjoys the full benefits
  of Salesforce from lead nurturing to opportunity
  management. Team members can work together better
  eliminating 80 of paper work. The management can
  now see the reports on opportunity for all grants
  and projects.
• Theater Center can now track all the volunteers
  and donors on Salesforce. By utilizing household
  feature of Salesforce for Non-Profit, the
  management can track the tickets Sales and
  volunteer hours on both contact level and
  household level.
• Prior to using Salesforce, Conference Center
  cant track any expected revenue and realized
  revenue. Now they can accurately track income and
  profit from rental, catering and training.

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