Streamlining the Sales Process for Corporate Training and Continuous Learning Customers with Salesforce
Mohawk College of Applied Arts and Technology, established in 1966, is a public institution located in Hamilton, Ontario, Canada. With five main campuses, including the Fennell Campus on Hamilton Mountain, the Marshall School of Skilled Trades and Apprenticeship Campus in Stoney Creek, and the Mohawk-McMaster Institute for Applied Health Sciences at McMaster University, Mohawk College is a cornerstone in applied education, serving a diverse student body and providing industry-relevant training and courses.
COMPANY NAME
Mohawk College
WEBSITE
LOCATION
Ontario, CA
INDUSTRY
Corporate Education & Training, Education
TECH
Salesforce Sales Cloud, Salesforce Automations, eSignature, Document Generation Tool, Docs Made Easy, Sign Made Easy
THE CHALLANGE
Mohawk College, a leader in applied education, sought to enhance its sales and lead management processes. The institution faced challenges in efficiently capturing leads, distributing them to the appropriate sales teams, and streamlining their sales operations. Additionally, the college needed insightful analytics to drive better decision-making, improve lead conversion rates, and ultimately increase revenue.
THE SOLUTION
Our team partnered with Mohawk College to implement a comprehensive Salesforce solution that addressed their challenges and optimized their sales and lead management processes.
Website Integration with Salesforce: We integrated Mohawk College’s website with Salesforce, automating lead capture and distribution based on predefined territories. This seamless integration ensured that leads were efficiently allocated to the right sales teams, enhancing response times and increasing conversion potential. We also established a robust lead qualification process to prioritize high-potential leads, ensuring that the most promising opportunities were given the attention they deserved.
Sales Opportunity Management and Pipeline Insights: We configured Salesforce to serve as a central platform for managing sales opportunities. Key enhancements included:Pipeline Management: Providing real-time insights into the sales pipeline, enabling the sales team to track opportunities with greater accuracy and make informed decisions.
Opportunity Analysis: Empowering Mohawk College to analyze sales trends and forecast potential revenue, supporting more strategic planning and resource allocation.
Streamlined Quoting and Contracting Process: To further enhance sales efficiency, we automated the quoting process for training and courses within Salesforce. This included:Proposal Generation: Automating the creation of customized proposals, significantly reducing the time required to produce accurate and professional documents.
eSignature Integration: Implementing electronic signature capabilities for proposals and contracts, speeding up the approval process and enabling Mohawk College to close deals more quickly.
Results
Improved Lead Management: The Salesforce integration enabled better lead distribution and faster response times, resulting in higher lead conversion rates.
Enhanced Sales Efficiency: Automation of the quoting and contracting process reduced manual tasks, streamlined operations, and improved turnaround times.
Valuable Insights: Access to detailed pipeline insights facilitated more accurate sales forecasting and strategic planning.
Increased Revenue: With improved efficiency and a more targeted approach to lead management, Mohawk College experienced significant growth in sales and revenue.
Evolving Consulting exceeded our expectations with their Salesforce consulting services. The solutions provided were innovative, efficiently implemented, and greatly enhanced our operational efficiency. The collaboration was seamless, and the results spoke for themselves. We highly recommend Evolving Consulting for Salesforce services.