Client Overview

Location: Hayward, CA, USA

Employees: 850 +

Industry: Education

Solution: Sales Cloud, Service Cloud, Experience Cloud, Conga, Marketing Cloud

Go-Live Dates: On Going

California State University East Bay, is a public university located in Hayward California. Formed in 1957, the university now offers over 130 undergraduate and 60 post graduate areas of study. The university is part of a 23-campus wide network forming California State University. Cal State East Bay consists of 3 total campuses located in Hayward, Concord and Oakland.

Challenge

Engaging in multiple strategic and support-based projects with California State East Bay centering around Enrollment

Working on initiatives for various departments including Accessibility Services, International Programs, University Extension, and Domestic & International Admissions
Needing to consolidate multiple solutions into a single Salesforce & Marketing Cloud instance
Addressing the challenge of streamlining undergraduate intake processes and reducing technical debt

Solution

Regularly engaging in best practice sessions, prioritizing native Salesforce and packaged solutions over custom development

Successful implementation of Enrollment Rx for admission and recruitment purposes, consolidating multiple solutions into one
Leveraging core existing Salesforce objects to mitigate technical debt and reduce maintenance costs
Implementing comprehensive regression testing practices, vendor selection review processes, and sprint planning guidelines

Result

Increased efficiency by 30% for reviewers in undergraduate intake processes

Quantifiable reduction in maintenance costs due to leveraging existing Salesforce objects
Successful enhancement and migration of two legacy systems into Salesforce, including the implementation of an Experience Cloud student portal, five user audiences, and four app exchange integrations
Improved accessibility services with a 25% reduction in clicks to completion for students with disabilities