Productivity soars as K2 leads education firm through successful Salesforce Lightning migration

The client: A US-based leader in higher education services

  • This innovative company helps educational institutions to leverage technology more efficiently.

The challenge: Client targets productivity gains with major Salesforce modernization

  • The client’s existing Salesforce platform was hampering productivity, with its outdated interface, restricted customization, limited AI capabilities, and inflexible reporting and analytics. The client needed:
  • Salesforce platform modernization and Salesforce Lightning migration.
  • Salesforce Core CRM development (Sales Cloud, Service Cloud, Marketing Cloud, Omnistudio, Experience Cloud, MuleSoft).
  • Omnichannel Modernization (migration of SMS solution from SMS-Magic to Five9).
  • Designing, configuring, and implementing solutions for Salesforce Marketing Cloud.
  • Adoption of continuous delivery / continuous integration processes and tools (Copado).

The solution: A seamless migration to Salesforce Lightning

  • Assessed needs and performed a gap analysis.
  • Performed Salesforce Lightning readiness check, and migrated to Lightning.
  • Evaluated and installed new Salesforce releases, including training and support.
  • Maintained Service Cloud, including case management and omni-channel.
  • Managed Salesforce roles, profiles, sharing rules, advanced flows, and groups.
  • Optimized Salesforce systems and products.

The results: Reaping the benefits of efficiency and relationship management improvements

  • The transition to Salesforce Lightning resulted in numerous benefits for the client, such as increased productivity, personalized user experiences, optimized internal workflows, detailed reporting for better decision-making, and an improved mobile interface.
  • Moreover, the client experienced improved relationship management with the 80,000 students receiving its services.

Unlock the full potential of the world’s leading CRM with exceptional Salesforce professional services from K2 Managed Solutions.  Access our tried-and-tested Salesforce expertise to oversee essential digital transformation projects or optimize your current Salesforce platform.

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Simon Mortlock