North London Grammar School
Education Cloud consulting and HEDA configuration for schools
The challenge
North London Grammar School had started with Sales Cloud intending to add HEDA on top, aiming to stay within standard out-of-the-box features with no custom development — but could not implement the desired functionality with in-house effort.
Our solution
We configured the lead generation and management cycle with automation for nurturing and conversion, built the Opportunity to HEDA App conversion process with mapping to Family, Student, School and Course records, and integrated JotForms across Open Day registration, international student enquiries, entrance tests and open evening preferences mapped to lead record types.
Impact
- Improved data quality across admissions
- Improved lead tracking and conversion into HEDA objects
- Recruitment and admissions process automated
- Admission test score tracking and fundraising campaigns
Products & technologies used
Education CloudHEDASales CloudJotForms Integration
"As a school new to Salesforce, our requirements were vague. Nubessom guided us with professionalism, identified needs, and handled technical challenges effectively. They provided necessary integrations and workflows, ensuring a fully functional solution. Their support helped onboard staff successfully, making Salesforce adoption much easier. We are highly satisfied with their work."
