Salesforce Education Cloud consulting & HEDA configuration​

North London Grammar School is a state-of-the-art independent day and boarding school with modern facilities, teaching students aged 7-18. In 2006, they opened Wisdom School in Tottenham, Haringey.

The goal was to create a low-cost independent school where they could provide high-class education. This education focuses on the distinction in literacy in a welcoming and diverse atmosphere. 

Project overview

Challenge

The North London Grammar School started using Salesforce Sales Cloud Application with the idea to add HEDA capabilities on top. 

The main goal was to stay in a frame of standard out of the box Salesforce features without any custom development involved. 

But NLGS could not manage to implement all desired changes and functionalities with their own efforts and approached Nubessom Consulting to support them with consultancy, system feature development and process flows setup.

Solution

Lead generation and management cycle configuration with process automation for lead nurturing and conversion process.  

Setup conversion process from Opportunity to HEDA App record, including mapping of relevant data to Family, Student, School and Course details. 

Integration with JotForms App., extensively used by NLGS was crucial for quality lead generation. JotForms have been integrated and mapped to respective Lead Record Types:

– Open Day Registration Form

– International Students Enquiry Form

– NLGS Entrance Test

– Open Evening Time Preference 

Business value

Improved Data Quality

Improved Lead tracking and conversion process to respective HEDA objects

Salesforce solutions we used

Features

Recruitment & Admissions Process Automation

Admission Test Score Tracking

Fundraising Campaign Management

Integrations

What North London Grammar School said about us

Rustam Aliyev

Trustee and governor at North London Grammar School

“As a school which didn’t have any expertise with Salesforce, our initial requirements were very vague. Nubessom was very professional in their requirements gathering approach and identified all necessary integrations and workflows. Despite a few technical challenges with some integrations, Nubessom delivered fully integrated solution and helped us onboard our staff.”

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