For education organizations managing enrollment across multiple schools, disconnected processes can mean missed opportunities and lost visibility into the very journeys they’re trying to support. Our work with an education holding company shows how a scalable Salesforce implementation can turn fragmented manual processes into a single, unified view of the student journey.
About the Client
- Industry: Education
- Location: Philippines
Our client is a prominent Philippine holding company specializing in the education sector, formed between two major Philippine conglomerates. It oversees a network of schools committed to delivering world-class education and top-performing graduates.
Mission & Business Objectives
We help streamline our client’s enrollment workflows, enhancing efficiency to support world-class education, top-performing graduates, and meaningful transformation in Philippine education.
The Challenge: Client Pain Points
Prior to this engagement, our client did not have a unified view of their sales funnel. Because their processes were manual and disconnected, they struggled to track a student’s journey from lead to applicant to enrollee — resulting in missed conversion opportunities across their network of schools.
Services and Products Provided
- Service: Project Implementation — Salesforce
- Line of Business: IT
We implemented a scalable Salesforce solution that digitalized enrollment across five schools, automating workflows, admissions tasks, and approvals tailored to each school’s specific needs.
Duration of Partnership: Client for 5+ years.
Key Metrics That Tell the Story
The results have transformed how our client understands and manages enrollment:
- Unified Student Journey Mapping across all five schools
- Real-Time Lead Visibility throughout the enrollment funnel
- Improved Enrollment Conversion from lead to enrolled student
Looking Ahead
With a unified view of the student journey now in place, our client is better equipped to identify where prospective students fall out of the funnel and act on it in real time. As the partnership continues, the focus is on deepening these capabilities further — ensuring every school in the network benefits from clearer visibility, stronger conversion, and a more connected enrollment experience.
