A leading EdTech company enhances and streamlines it CRM, admissions and course workflows

Helped streamline CRM, admissions, and course workflows

Client Overview

The client is one of the leading EdTech company providing online executive education programs in collaboration with top universities from across the globe.

Mindtree Engagement Overview

Mindtree is engaged with the client since 2019, where we have been involved across multiple programs such as:

• Enhancing the client’s front-end student experience to drive revenue growth,
• Building and streamlining the client’s marketing and CRM processes, program advisor and course workflows.

Client’s Business Challenges

• Drive revenue growth with enhanced experiences and data-driven engagement
• Integrate with schools for new program enrolments
• Reimagine and simplify program advisor workflow
• Smoothen and automate the admissions process
• Maintain the best experience for its constituents while they engage with the platform
• Integrate with 3rd party tools/applications

Solution Highlights

Mindtree built, modernized and streamlined the client’s CRM process, admissions and course workflows by providing the following solution:

1. Built a moderately complex solution on Salesforce in an agile-led delivery model.
2. Introduced and streamlined testing processes that increased test coverage and reduced post-production support.
3. Integrated with third party tools like SAP for invoicing, Zoom for attendance tracking, and multiple other tools for marketing effectiveness.
4. Successfully rolled out student enrollment platform across multiple geographies like Latin America.
5. Created and followed a program governance structure with a regular cadence.
6. Created project artefacts like requirement documents, support templates, test summary and test case templates.

Technology Landscape

• Salesforce: Sales Cloud and Force.com, Apex, VisualForce
• Pardot

Client Value Delivered

• Saved 1 working-hour worth daily effort by simplifying program advisor workflow.
• Drove revenue growth of 10% with enhanced experiences and data-driven engagement.
• Course workflow automation helped achieve 20% savings.