Salesforce® CRM Consulting Services

In today’s competitive climate, higher education institutions and organizations stand out by saving costs, staying agile, and providing better student services. Implementation of a Constituent Relationship Management (CRM) system, thus, becomes justified in such economy driven environment. To meet the high expectations and ever changing needs of your students, and to maintain an active relationship with the varied user groups in your institution, the whole system needs to be agile enough to get things done.
OculusIT’s is there to take care of it! We provide consulting and services for institutions of all sizes to improve productivity and profitability by optimizing their CRM implementations.
OculusIT specializes in Salesforce CRM implementation, integration, application development, training and support. We offers a complete solution that includes reviewing existing business processes, making workflow recommendations, customizing CRM application, transitioning existing data and providing ongoing support. The services include –

  • Salesforce Implementation
  • Application Integration
  • Salesforce development
  • Data Cleansing and Migration
  • Remote Administration and Support

1. Streamline Recruiting Efforts and Optimize Brand Management
Keep knowledge of students who are interested in your institution or those who are evaluating options. Timely response to an inquiry can make you stand out in the crowd – and it can be instrumental in converting inquiry into an application.

2. Engage with Prospective Students Everywhere
Prospective students are using various platforms through various means to have a ‘know-it-all’ about various colleges in their lists of evaluation. They are on social media; they’re interacting on blogs and communities; and they desire to have a medium of individual, personal communication with the college authorities. OculusIT’s Admissions Management solution acts as an instrumental marketing tool for your institution to provide a 360 degree view of a student’s journey and designs the ultimate personalized experience for students.

3. Track your Analytics
With all the data consolidated in one place, you can effortlessly track your progress against your targets. OculusIT’s Admissions Management solution is built on the powerful Salesforce® platform, wherein recruiters and administrative staff, without any IT assistance, can build, view and deliver reports and dashboards. This functionality enables you to analyze your enrollment funnel and view applicants you’re pursuing who haven’t completed all the requirements for admission. These analytics also equip you to report analytics on marketing campaigns and events to help you gauge the success of a marketing campaign or event.

4. Mobilize Your Recruiters On-the-go
Admission scouts are out there meeting prospects at events and fairs, and need access to enrollment information and frameworks everywhere. Imagine updating a prospects file, on the record communication with the financial aid officer, filling the application on the spot or being able to guide the prospect on his application then and there itself without delay.

5. No More Micromanagement
OculusIT’s Admissions Management solution allows managers to easily see histories. They can look in the application for pipeline information instead of seeking reports from the student reps.

6. Salesforce AppExchange
Salesforce AppExchange is a storehouse of thousands of third-party and Salesforce built apps. OculusIT’s Admissions Management solution performs out-of-the-box integration with these apps, and hence, leverages AppExchange as its database of apps.

7. Out-of-the-Box ERP Integration
OculusIT’s Admissions Management solution, built on the powerful Salesforce platform, performs seamless integration with institution’s ERP (Banner®, Colleague®, PeopleSoft®, etc.). This integration enables modular execution of admission process in the following two stages:

  • Stage 1) Inquiry to Application
  • Stage 2) Application to Admissions

8. Diverse Means of Seamless Communication
OculusIT’s Admissions Management solution comes with out-of-the-box, effective, integrated and multi-channeled communications solution including email, SMS and chatting with access to the system from PC/laptop, smart phones and tablets. This allows the user to create radically easy to run beautiful, professional email marketing campaigns, two-way text communication as well as effective social collaboration with the student fraternity for a better ROI on marketing and Admissions processes.

9. Accessibility
OculusIT’s Admissions Management solution is designed such that it provides optimal viewing and interaction experience – with negligible resizing, panning, and scrolling – across a wide range of devices including desktop monitors and mobile devices (iPads, tablets, cell phones, etc.). Additionally, OculusIT’s Admissions Management solution is browser neutral, which implies that it can be accessed via any browser with optimal viewing and operational experience.

Our Admissions Management solution is empowering institutions to build more meaningful and more fruitful relations with prospects, students and alumni. It connects every node of the diverse Admissions workflow, places students in the center of all processes and executes a dramatically successful performance across the student lifecycle.

Disclaimer: OculusIT is not a partner or affiliate nor does an agency relationship exist between Ellucian®, Banner®, or Colleague®. OculusIT does not develop, market or distribute these products or services nor do these companies or products endorse the products or services of OculusIT.


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