EdCo LATAM
Facilitating connections between Latin American students and universities in the UK.
EdCo LATAM helps students navigate the enrolment process and assists universities in attracting and managing student applications. They required a comprehensive CRM solution, focusing on enhancing their capabilities in student enrolment management such as event management, lead and student management, agent and institution management, financial tracking and KPI reporting.
Cloud:
Sales
Industry:
Education
Salesforce features used:
Objects such as Accounts, Contacts, Budgets and Expenses.
Partner role:
Requirements gathering, system design, development, configuration, project management, support.
Business areas used:
Sales, data, reporting, visibility
EdCo LATAM’s Challenge
EdCo LATAM faced several challenges due to their decentralised data management and reporting systems. Information critical to operations was scattered across various platforms which led to inefficiencies in data retrieval and analysis, hindering cohesive decision-making. Reporting was also a significant hurdle as data existed in disparate formats and locations making reporting time-consuming and prone to errors.
What’s more is vital information was not effectively documented, posing risks of knowledge loss and limiting accessibility to crucial data across the organisation. There was also a lack of centralised visibility into the activities of agents and staff providing challenges when tracking progress.
Student enrolment solutions
Coacto addressed EdCo LATAM’s challenges by implementing a comprehensive CRM system that transformed their fragmented data management approach into a unified and efficient solution. To transform EdCo LATAM’s data management, all spreadsheets were converted into CRM objects and fields, ensuring accurate data capture. By interlinking these objects, comprehensive reporting was enabled, meeting detailed and high-level needs. The Salesforce CRM system centralised information, facilitating unified reporting and visibility into EdCo LATAM’s business activities.
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