In enterprise, everyone knows the worth of knowledge when it comes to understanding and understanding buyer wants. Nonetheless, we additionally know that the best way we handle information, aside from amassing and storing it, performs a big function in buyer interactions. When used accurately, information administration protocols and instruments can supply a aggressive benefit to organizations leveraging them. This was additionally the situation Sofia University discovered itself in. Sofia College is California’s chief in transformative, transpersonal training. Since 1975, they’ve sought to embody the total vary of the human expertise whereas encouraging college students to develop into specialists of their desired fields. The college gives graduate applications in psychology, counseling, enterprise, laptop science, and extra.
Points That Led Sofia College to Swap to Sugar
Like many organizations right now, Sofia College confronted a generous tech stack. However the tech stack didn’t do the College a lot of a service as a result of it didn’t supply a centralized view of the client – its college students, on this case. To succeed in potential college students within the recruitment course of, the group was utilizing HubSpot, Fixed Contact, Eventbrite, and Element451, which sadly don’t have the flexibility to share information or speak to one another. Because of this, monitoring down pupil communication and interactions was rising troublesome. The required time to manually monitor conversations elevated because the tech stack grew. It grew to become inefficient.
At this time, there’s a latest motion throughout enterprises and organizations—tech stack simplification. The rationale behind it’s easy: the less and extra highly effective programs an organization makes use of, the much less time it takes to deal with duties manually.
On this situation, Sofia College discovered automating these duties just about not possible. The college spent an excessive amount of time manually monitoring and cross-checking data throughout its used platforms. So, Ashley Simon, Senior Admissions Counselor at Sofia College, began to seek for a CRM and advertising automation platform that would supply a centralized view of their college students and advertising interactions.
Why Having a Single Supply of Reality Is Essential and How Sugar Contributed
Striving to supply college students distinctive experiences and aiming for a centralized view, Ashley contacted the SugarCRM crew. The college needed a platform with straightforward integration capabilities. With about 10,000 college students of their system, they wanted a CRM and a Advertising and marketing Automation Platform that may work collectively. Sugar Sell and Sugar Market appeared like an excellent pair that would deal with the group’s information and advertising interplay administration struggles.
“Once I was wanting on the latest automation additions that have been put into Sugar, in addition to the modifications in Sugar Market, it was not a troublesome promote for me that the person interface is extremely fantastic to make use of. With SugarCRM, I’ve the facility to create my enterprise processes and different programs, the place usually I must mainly have another person do this for me or somebody of their IT division would want to help me. However I needed to be taught to arrange the automations and lead protocols myself. And that’s actually what made Sugar stand out to me specifically”.
– Ashley Simon, Senior Admissions Counselor, Sofia College
The Outcomes
With college students on the core of its enterprise mannequin, Sofia College has been capable of see leads to a few of the most necessary enterprise areas:
- Foster extra interactions per particular person pupil.
- Create higher transparency with how often they convey with college students.
- Improve automation capabilities, liberating up time of their day.
- Generate strong reporting with correct, trusted information.
- Uncover new metrics and KPIs to trace.
- Improve conversion charges for a few of their applications as a result of frequent communication.
Ashley and her crew might see enhancements in lots of areas the place these have been mandatory.
Why Ought to Organizations Try to Obtain a Single Supply of Reality?
“A single supply of fact” has just lately develop into a cliché in enterprise settings. However like all cliches, it naturally works nicely to safe a greater market place and acquire a aggressive benefit.
Right here’s why a centralized view of the client can remodel how advertising, gross sales, and repair groups entry and leverage information throughout enterprise operations.
Improved Gross sales Operations
Having the ability to meet buyer wants throughout all units rapidly gives advantages not solely to assist groups but in addition to gross sales groups. Empowering your gross sales reps to entry information on the go, whether or not in-office or coping with discipline duties, is necessary for dynamic enterprise settings. It additionally permits different crew members or departments to entry gross sales information in actual time as quickly as a gross sales rep updates a report inside your CRM.
Improved Buyer Service
Cloud storage and a single supply of fact can tremendously enhance buyer assist processes. A single supply of fact is one of the best ways to enhance buyer expertise throughout the client journey. When Marketing, Sales, and Support teams have access to the same data in real-time, they’ve context-rich views of every buyer, permitting them to adapt their strategy as wanted. As for buyer assist, cloud storage and versatile CRM instruments supply reps entry to transactions, communications, and different actions regarding that buyer. Considered immediately, it permits the customer support reps to resolve points instantly.
Improved Cross-Organizational Collaboration
Many organizations flip their consideration to gross sales enablement to attain the specified efficiency. Nonetheless, gross sales enablement is just potential with fast and easy accessibility to the identical buyer view. However a single supply of fact is greater than facilitating gross sales enablement. It additionally facilitates case decision for customer support and gives insights into KPIs, traits, and stories to administration groups.
Wrapping It Up
A single supply of fact is among the best methods to make sure you foster the collaborative surroundings that can speed up enterprise operations throughout all departments. It facilitates gross sales enablement, improves buyer expertise, and permits your group to make use of information at its full potential.
Concerned about studying extra about how Sofia College streamlined their tech stack to achieved optimum gross sales effectivity? Watch the total dialog right here, How Sofia University Delivers Human Experiences with CRM + Marketing Automation.
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