
AFS Intercultural Programs is a non-profit organization dedicated to the promotion of international and educational experiences.
Name of the Project: Lead Management
SOLUtions: Sales Cloud, Lightning Components, Community Cloud, Pardot
INDUSTry: EDUCAtion & ngos
type of project: Lead Management, application management
integrations: ERP (Global Link), WordPress Multisite, Pardot
CHALLENGE
To achieve the objective of obtaining new opportunities and streamline work processes, it was necessary the development of a new web solution, the implementation of maketing automation and a complete CRM system that integrated all the ones previously used in AFS in 60 different countries.
SOLUTION
- Web Solution – We developed a Lightning Components solution based on an instance of Salesforce Unlimited Edition for the front-end of the page. In addition, the portal of each partner had the possibility of customizing thanks to the creation of a custom object that controls visibility and behavior of fields. We also generate the multi-language solution by assigning all translations to each custom label.
- Automated Marketing Solution – We activated and implemented 60 Pardot accounts and integrated each with an instance of Salesforce Unlimited Edition.
- CRM Solution – With Salesforce Sales Cloud we achieve a personalized management process, with a security architecture composed of functionalities of 5 global profiles and data segmented to 60 user groups. On the other hand, we create a template model that allows each partner to customize the application experience and also the payment process.
RESULTS
Name of the Project: Marketing Automation with Pardot
SOLUtions: Sales Cloud, Pardot
INDUSTRy: EDUCAtion & NGO
type of project: Lead Management with Pardot
integrations: 60 instances of Pardot with an instance of Salesforce Unlimited Edition
CHALLENGE
To implement an Automated Marketing tool that allows to carry out candidate recruitment campaigns. A more efficient and profitable platform was necessary to achieve the established objectives.
SOLUTION
In just three months we managed to activate 60 Pardot accounts integrated into the Sales Cloud service for the execution of candidate recruitment campaigns. We develop different types of configurations to implement in all instances; email templates, segmentations, and automation rules, among others. Thus, we help AFS International take full advantage of Salesforce tools, improving lead procurement and management in more than 50 countries.
RESULTS
Name of the Project: USA Portal and Payment Integration
SOLUtion: Sales Cloud
INDUSTry: EDucation & ngos
integrations: Global Link (payment processing tool)
Name of the Project: Italia Lead Management
SOLUtions: Sales Cloud, Pardot
INDUSTRy: EDUCAtion & ngos
integrations: Landing Page tool, website, 1 Pardot with an instance of Salesforce Unlimited Edition
Name of the Project: Integration with Global Link
SOLUtion: Sales Cloud
INDUSTRy: EDUCAtioN & ngos
integrations: Global Link
Name of the Project: Sending (Sending participants to programs)
SOLUtions: Sales Cloud, community cloud
INDUStry: EDUCation & ngos
integrations: ERP (Global Link), Gmail
Name of the Project: Volunteer Portal
SOLUtion: community cloud
INDUSTry: EDUCAtion & ngos
integrations: web site, participant portal
Name of the Project: Donations Management
SOLUtions: sales cloud, community cloud
INDUStry: EDUCAtion & ngos
Name of the Project: PayPal Payment Processing
SOLUtion: community cloud
INDUSTry: EDUCAtion & ngos
integrations: paypal
Name of the Project: Sentio (Senior Programs Submission)
SOLUtions: sales cloud, community cloud
INDUSTRy: EDUCAtion & ngos
integrations: wordpress