Enhancing business growth and student engagement with salesforce CRM analytics
Challenges
1- Limited business scalability due to a lack of data-driven decision-making.
2- Difficulties in monitoring student attendance for classes, lessons, and rehearsals.
3- No centralized platform for data analysis, causing inefficiencies in operations.
Solutions
1- Developed and implemented customized reports and dashboards in Salesforce.
2- Created tailored dashboard layouts to meet the client’s specific requirements.
3- Added custom fields for tracking student enrollment, attendance, and performance.
Results
1- 40% improvement in student enrollment tracking.
2-60% reduction in time spent on manual data analysis.
3- 30% increase in operational efficiency through automated reporting.
4- Simplified billing reconciliation at the end of each month.
Our client is a music academy specializing in private music lessons for individuals of all ages. They offer piano, voice, violin, drum, guitar, and ukulele lessons, with a primary focus on school-age children. Their commitment to providing high-quality musical education is reflected in their personalized teaching approach.
The client was using Salesforce but lacked the necessary reports and dashboards to visualize critical business insights. Without these tools, they struggled with monitoring student progress, tracking attendance, and making informed business decisions. They needed a technology partner to set up a reporting system that would streamline operations and enhance decision-making.
We implemented a fully customized Salesforce CRM analytics dashboard tailored to the client’s needs. This solution provided a 360-degree view of student enrollment, performance, and engagement. By automating data collection and analysis, the academy could make data-driven decisions, enhancing both student and faculty experiences.
- The absence of reports and dashboards in Salesforce hindered the academy’s ability to analyze useful insights and make data-driven decisions.
- Keeping records of students across multiple courses was challenging, making it difficult to analyze attendance trends.
- There was no system to track and visualize student progress in music theory and practice over time.
- The lack of centralized data created complications in reconciling billing at the end of the month.
- Implemented customized reports and dashboards tailored to the academy’s Salesforce setup.
- Designed a centralized dashboard layout to present key insights intuitively.
- Created automated reports to track student enrollment, attendance, performance, and billing information.
- Developed an interactive analytics dashboard to provide real-time insights into student engagement and faculty performance.
40%
Improvement
in tracking student enrollment and engagement, allowing for better resource planning.
60%
Reduction
in manual data processing, leading to enhanced productivity for administrative staff.
30%
Increase
in operational efficiency by streamlining data visualization and automating reporting.
Significant time savings
in billing reconciliation, ensuring accuracy and reducing administrative workload.
