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Eigen X Case Study - Pima Community College

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Client Overview

Location: Tuscan, AZ, USA

Employees: 750 +

Industry: Education

Solution: Sales Cloud,​ EDA

Go-Live Dates: November 1st 2021

Pima, is a community college located in Tuscan Arizona. Formed in 1966, the university now offers approximately150 as a comprehensive two-year institution. The community college offers associate degrees, certificates, center for training and development certificates, and post-degree certificates. Pima Community College consists of 5 total campuses located in Tuscan.

Challenge

  • No seamless tracking solution for students & PIMA County personal seeking career service resources focused on Career Fairs, Contract Training, Internships, Apprenticeships, & Tuition Reimbursement​

  • Lack of a direct way to handle & store sensitive information on partners and thus limiting the productivity of the PIMA Workforce Development team​

  • Difficulty identifying career opportunities properly due to reduced capabilities within legacy solution​

  • Issues finding key partner & company contact information due to the sensitivity of the contents restricting access ​

  • Cumbersome business units (Account) information tracking

Solution

  • Built out campaign object to handle tracking and reporting for a variety of committee and job fair events​

  • Developed an automated solution to provide a unique sensitive contact user experience based on roles increasing productivity of the PIMA workforce​

  • Customized Opportunity Object for 4 different business processes, leveraging out-of-box Salesforce EDA architecture ​

  • Addressed custom list view and report limitations that existed due to the sensitive modified contact solution to better organized and display information​

  • Provided continued support to build out Account, Contacts, Opportunities, and Campaign objects

Result

  • Created a more streamlined reporting & ROI tracking solution for reporting on student & community constituent career development​

  • Allowed the Workforce Development team to have conditional field logic based on each Opportunity type: Contract training, Internships, Apprenticeships, & Tuition Reimbursement​

  • Developed a more efficient processes for creating & storing contacts while also enhancing data governance ​

  • Leveraged a mostly native Salesforce solution with standard objects to reduce CRM Admin responsibilities & overhead