Sales Cloud, Education, Salesforce

LevelShift Enhances Onboarding Efficiency for an Educational Service Provider through a Custom Community Portal

LevelShift Enhances Onboarding Efficiency for an Educational Service Provider through a Custom Community Portal

About the client

Client is one of the leading educational services providers to colleges, universities, corporations, businesses, higher education programs, professional training and certifications, test preparation, and student support services.

Solution

LevelShift improved the client’s overall operational efficiency by:

  • Building a custom portal on Salesforce Community Cloud.
  • Configuring workflow automation to accelerate provider and instructor onboarding.
  • Reducing customer waiting time by streamlining the onboarding process.

Benefits

  • The onboarding team was able to complete 30% more requests than before.
  • Eliminating waiting time improved customer experience, bringing dropouts to 2% from 27%.
  • Dashboards provided clear visibility of the case lifecycle for tracking and monitoring.

Technology

Salesforce: Sales Cloud, Experience Cloud

Technologies: Workflows, Visualforce pages

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