Salesforce Configuration & Customization for an Educational SaaS

Industry

Education

Products

Sales Cloud

Service

Customization

Customer

The Customer is a leading SaaS platform in the education sector, with offices in the UAE, USA, and several other countries.

Challenge

The customer had been using Salesforce Sales Cloud Professional Edition for a few years. As the company grew and entered new regions, they needed more advanced tools to support their work. To meet these needs, they chose to upgrade to Salesforce Unlimited Edition.

The ENWAY team successfully moved all data to the new org without any issues. The customer also asked for setting up and customizing the new Salesforce system to match their updated business needs.

Solution

Here are the main milestones the ENWAY team achieved during the project:

1. Sales Cloud Configuration
We configured Salesforce Sales Cloud in the new Unlimited Edition org to match the customer’s current and future business needs.

2. Business Process Improvements
Existing Salesforce business processes were refined to align with the company’s updated strategies. We introduced new layouts, automation, streamlined workflows, and improved business logic.

3. Cadence Setup
The ENWAY team configured the Cadence add-on for automated outreach sequences and aligned it with the customer’s workflow in the new Unlimited Edition org.

4. Reports and Dashboards Creation
We created new reports and dashboards tailored to the needs of administrators, SDRs, and AEs. Each report was built with the correct structure, filters, and visualizations, and optimized for performance while considering system limitations.

5. Zoom Application Installation and Setup
The Zoom app was installed from the Salesforce AppExchange and configured to allow users to make phone calls directly from Salesforce.

Results

With the help of ENWAY, the Customer now has a fully integrated CRM with extensive process automation. We successfully configured Salesforce Sales Cloud in the new Unlimited Edition org to meet both the company’s current and future business needs. Automating the outreach process sped up communication with clients and made it easier. The Zoom-Salesforce phone integration feature further enhanced call tracking and management. Additionally, the new reports and dashboards provide advanced analytics, enabling the company to make data-driven decisions more effectively.