Overview
See how the implementation of Salesforce Workflow management rules streamlines case-based email communications and record management for an international student credential evaluation agency.
What You Need To Know
IERF, drowning in a sea of 10,000 monthly applications, turned to Salesforce Workflow rules to throw their overworked advisors a lifeline.
The result? A dramatic shift from manual drudgery to automated efficiency.
Why It Matters
In the high-stakes world of international education, every delayed email or missed update can derail a student’s dreams. IERF’s transformation shows how the right tech can turn potential academic heartbreak into harmonious workflows and happier applicants.
What HIC Did
Salesforce Workflow management rules were created to automate case-based email templates and alerts, significantly improving record management and communication processes.
Overview
See how the implementation of Salesforce Workflow management rules streamlines case-based email communications and record management for an international student credential evaluation agency.
What You Need To Know
IERF, drowning in a sea of 10,000 monthly applications, turned to Salesforce Workflow rules to throw their overworked advisors a lifeline.
The result? A dramatic shift from manual drudgery to automated efficiency.
Why It Matters
In the high-stakes world of international education, every delayed email or missed update can derail a student’s dreams. IERF’s transformation shows how the right tech can turn potential academic heartbreak into harmonious workflows and happier applicants.
What HIC Did
Salesforce Workflow management rules were created to automate case-based email templates and alerts, significantly improving record management and communication processes.
About the Client
IERF is a pioneering international student credential evaluation agency involved in educational research and application processing.
As a founding member of the National Association of Credential Evaluation Services (NACES®), the recognized entity for credential evaluation services in the United States, its expertise is sought after for consultations.
The establishment has over 5 decades of extensive experience behind it with over half a million processed applications to date.
About the Client
IERF is a pioneering international student credential evaluation agency involved in educational research and application processing.
As a founding member of the National Association of Credential Evaluation Services (NACES®), the recognized entity for credential evaluation services in the United States, its expertise is sought after for consultations.
The establishment has over 5 decades of extensive experience behind it with over half a million processed applications to date.
Challenges Faced
As an organization driven by a small team of roughly 16 qualified personnel in the higher educational landscape, coordinating over 10000 applications a month gave rise to challenges:
High Applicant-Advisor Ratio
With a small team of roughly 16 qualified personnel managing over 10,000 applications per month, resources were stretched thin.
Complex Application Process
Staffers had to match candidates’ preferred majors to suitable universities, coordinate applications, and review options with counselors.
Time-Intensive Screening
The human effort of 2 hours per applicant screening didn’t scale well and was a source of stress.
Communication Management
Keeping applicants informed about their application status, eligibility, and next steps was challenging and time-consuming.
Challenges Faced
As an organization driven by a small team of roughly 16 qualified personnel in the higher educational landscape, coordinating over 10000 applications a month gave rise to challenges:
High Applicant-Advisor Ratio
With a small team of roughly 16 qualified personnel managing over 10,000 applications per month, resources were stretched thin.
Complex Application Process
Staffers had to match candidates’ preferred majors to suitable universities, coordinate applications, and review options with counselors.
Time-Intensive Screening
The human effort of 2 hours per applicant screening didn’t scale well and was a source of stress.
Communication Management
Keeping applicants informed about their application status, eligibility, and next steps was challenging and time-consuming.
Challenges Faced
As an organization driven by a small team of roughly 16 qualified personnel in the higher educational landscape, coordinating over 10000 applications a month gave rise to challenges:
They were facing issues with
- High Applicant-Advisor Ratio
- Complex Application Process
- Time-Intensive Screening
- Communication Management
With a small team of roughly 16 qualified personnel managing over 10,000 applications per month, resources were stretched thin.
Staffers had to match candidates’ preferred majors to suitable universities, coordinate applications, and review options with counselors.
The human effort of 2 hours per applicant screening didn’t scale well and was a source of stress.
Keeping applicants informed about their application status, eligibility, and next steps was challenging and time-consuming.
Solutions Offered
Central to IERF’s requirements was the creation of Workflow rules created for case-based email templates and alerts.
Automated Email Alerts
Creation of workflow rules for case-based email templates and alerts triggered by specific field conditions
Built Alerts for Timed Communications
Email alerts are set to go off at decided time intervals after a Contact or Lead addition.
Comprehensive Record Management
Automated emails to manage records of applicants’ reminders and relevant engagements.
Streamlined Information Flow
Automated updates on option availability, consultation schedules, eligibility, application proceedings, and next steps.
Solutions Offered
Central to IERF’s requirements was the creation of Workflow rules created for case-based email templates and alerts.
Automated Email Alerts
Creation of workflow rules for case-based email templates and alerts triggered by specific field conditions
Built Alerts for Timed Communications
Email alerts are set to go off at decided time intervals after a Contact or Lead addition.
Comprehensive Record Management
Automated emails to manage records of applicants’ reminders and relevant engagements.
Streamlined Information Flow
Automated updates on option availability, consultation schedules, eligibility, application proceedings, and next steps.
Solutions Offered
Central to IERF’s requirements was the creation of Workflow rules created for case-based email templates and alerts.
HIC offered the following solutions
- Automated Email Alerts
- Built Alerts for Timed Communications
- Comprehensive Record Management
- Streamlined Information Flow
Creation of workflow rules for case-based email templates and alerts triggered by specific field conditions
Email alerts are set to go off at decided time intervals after a Contact or Lead addition.
Automated emails to manage records of applicants’ reminders and relevant engagements.
Automated updates on option availability, consultation schedules, eligibility, application proceedings, and next steps.
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