Client Overview
Location: Goshen, IN, USA
Employees: 201-500
Industry: Education
Solution: Sales Cloud, Service Cloud, Experience Clod, FormAssembly, Blackthorn
Go-Live Dates: On Going
Goshen College is a nationally-ranked college in Indiana; renowned for its purposeful and integrated curriculum, its distinctive hands-on, real-world educational opportunities, and its commitment to creating positive change in the world. It offers over 65 undergraduate areas of study; as well as best-in-class graduate programs in nursing, business administration, and environmental education.
Challenge
Enable Athletics coaches to track and interact with student recruits
Integrate Athletics recruitment efforts with Admissions recruitment
Streamline Admissions Counselor experience with architectural changes
Preserve historic recruitment details for a prospective student
Standardize the process of awarding Scholarships to prospective students
Maintain data privacy and quality by ensuring only authorized users can view/update prospective student data
Solution
Developed an “Athletics Recruitment Hub” where coaches can track the status of their recruits
Provided coaches with a form to quickly add recruits on the go
Enabled Athletics coaches to view relevant Admissions data for their recruits and vice versa
Modified the object architecture within Salesforce by migrating from custom objects to standard EDA objects
Utilized the EDA Affiliations object to track Extracurricular interests for prospective students
Introduced the “Candidacy” object to track Admissions recruitment lifecycle data year-after-year for a prospective student
Introduced the “Scholarship” object to track the status of Scholarships that a student applies for
Modified the Salesforce sharing model within the Admissions department
Result
Athletics coaches can add potential recruits to the system while visiting coaching events
Athletics coaches are now able to view the Admissions and Financial Aid decisions for their recruits. This prevents back and forth conversations between coaches and Admissions counselors
Admissions counselors have all relevant data for a prospective student available to them at the Contact level
Historic prospective student data is no longer overwritten when a student reapplies
Provided a way for the Admissions Director to view and approve scholarships for prospective students
Improved Admissions Operations experience for maintaining student data