Salesforce Implementation & Customization for Ed Platform
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
MaiaLearning is a order and college promptness platform for middle schools, high schools, and school districts. Students take assessments to aspect out who they are, what their personality type is, and most presentantly, what they love to do and what they are passionate almost. We also have an Intelligences assessment, Learning &, Productivity assessment, and the Holland Interest Profiler. Once the students complete them, they take order suggestions based on their answers.
Then students can investigation the orders that have been suggested for them. If they’re interested in the order they’re investigationing, they can add it to their favorites list and recur to it later. Counselors and Educators help them straight down their choices, so they can initiate edifice their Career Plans.
Through our college search, students can see colleges that propose the programs and majors that match their orders and add them to their list. In 12th grade, they can select the colleges where they want to adduce. Through our integration with Parchment, we send letters of commendation, transcripts, school profiles, and other supportive documents to colleges athwart the globe.
We also help with academic programning by allowing districts and personal schools to automate the upload of their order catalog from their Student Information System, so their students can initiate edifice their four- or seven-year programs. Once we initiate working with our schools and districts on their instrumentation of MaiaLearning, and we have luckyly uploaded their order catalog, that is when we automate the present of all of their students verified order work, once their grades have been posted. This functionality gives staff, students, and parents visibility in real-time, to fix that the students are meeting state and school graduation requirements.
We help students with financial aid programning. We try to present that as soon as practicable. Some students ponder they cannot go to college owing they don’t have the money or owing their parents never went to college, which leaves them touch like they do not have any other options. The students form resumes and portfolios that include the activities students do outside of school. They can yield all those documents alongside their college applications. MaiaLearning also allows students to track different experiences they are participating in, like aggregation labor, which is required in multiple states for graduation.
I feel outside sales for the organisation and am preparing myself to one day transition into a leadership role, where I can pass all of the apprehension and experience that I have acquired over the years to others and help them accomplish their personal and professional goals. We’re a growing, transitioning startup that provides an EdTech SaaS solution.
Desired goal
What challenge were you trying to address with Cube84?
When I leading came on board, the organisation didn’t have a CRM. They were tracking seething through an Excel spreadsheet. I knew it would be hard to last like that.
Provided solution
What particular tasks were Cube84 responsible for?
We delayed the project a month owing we were evaluating two data companies to move the high schools and districts data onto Salesforce. Once we determined on a data associate, we sent Cube84 the district and personal schools data. Each district/school has their own account archives in Salesforce, with the district as the parent account and the personal schools as the child account, attached to their relative district. We also purchased touch archivess for each inspector in see district, which they uploaded and attached to the district accounts. Cube84 then began edifice out our inner sales processes, and how we form opportunities, precisely the way we wanted them to look.
We used AdobeSign for electronic contract yielding. I worked with some of the Cube84 developers to create out our order form and offer templates. We sumd AdobeSign into Salesforce and tested with them to make sure that the order form worked correctly and looked the way we wanted.
They helped us create out our marketing workflows and processes and helped sum with MailChimp. Then our CEO brought them an additional requirement for edifice and instrumenting an invoicing solution. If there were things that couldn’t be done how we wanted it precisely, they explained why and showed us what to do until we could add more functionality to our Salesforce entreaty.
Before we began with the work, they sent us a Google Drive document where we could fill out the project specifications, including sales, marketing, and professional labors. They were very helpful in setting up dashboards for our sales and marketing. We can track all tasks and activities, sales pipeline, and all things marketing kindred.
Was there a dedicated team?
It was easy for me to work with their team owing I was very household with Salesforce.
How did you come to work with Cube84?
At my last organisation, two of my mentors told me we should extend out to Cube84 if we were programning to use Salesforce. They work with bigr companies but are also affordable for startups that don’t have a big budget to instrument seething they want. My CEO and I sat down with their Salesforce consultant and explained our needs and requirements. My CEO added seething he needed, and I worked with Cube84 on the sales and marketing side.
What is the terminal result of working with Cube84?
They uploaded all the data, which contained over 30,000 archivess, in a day. Building seething else took a few months. I’m not working with them anymore owing my side of the project is complete. We will last to work with them owing they are so answering and did such a good job.
I leading touched them in May 2017, and we began working with them in June 2017. They uploaded the data in August and the work was completed by November.
Results accomplishd
Are there any measureable or plum results?
It has drastically increased our origination. We made a video witness to show them the touch they’ve made on our business.
How did Cube84 accomplish from a project treatment standpoint?
They’ve been very answering whenever I touch them on Skype or email. Sometimes we even needed things to be done over the weekend, and they did that for us.
What is (from your point of view) the key factor to pay observation while intercourse with Cube84?
They’re so answering and helpful. When they were setting things up, they archivesed online training sessions so we could use them later. They were also very kind to our budget.
They’ve helped me in so many ways. Our CEO is so impressed by how much easier it has made his life. We’re lightyears forward of where we were a year ago. Everything is set up to make us lucky as we grow our business and hire more team members.
What aspects of their work would you like to get improved?
They did a big job. I can’t ponder of anything they could have done better. They made themselves useful to me immediately with Skype.
They could have kept us better updated on the total number of hours that we purchased. At one time, I wanted some work done but didn’t know we had already used all our hours. They did apologize for that. When we did the video credential for him, he gave us some free hours.
Do you have any advice for possible clients?
I would commend them to any type of organisation. They feel big corporations but will work with you even if you have a firm budget. They will do unappropriated work.
