Client Impact Story

Driving innovation beyond the campus Teaching Channel connects educators and the professional learning they deserve with Salesforce

Implementing an Automated Flow To Achieve Lead Capturing, Segmenting, Scoring and Nurturing

BACKGROUND

Teaching Channel is dedicated to helping teachers hone their craft through professional development services founded on their proprietary professional development platform. They partner with K-12 school districts and occasionally with higher education institutions. Their web-based platform and community allows teachers to share ideas and access valuable teaching resources including videos and teaching practices.  

Having already taken advantage of the Salesforce Platform for sales and partnership management, business growth left the existing implementation unable to keep up, leading to time-consuming processes and inaccurate data. With process automation and business growth in mind, Teaching Channel needed an experienced technology partner that could provide Salesforce strategy and application support. 

CHALLENGE

The system had various managed packages and sales processes that were not functioning properly. Personnel was still using spreadsheets to track important information relating to the partnerships and they had a constant challenge of getting valuable insights on the usage of their platform by their partners. Additionally, compliance with data standards and various conflicting processes created a data quality issue. To address these issues, needed a health audit was performed including fixing their lead generation processes and partnership management.

About MST Solutions
CEO, Thiru Thangarathinam Talks About Legacy In The Making

SOLUTION

Teaching Channel partnered with MST Solutions to fix known issues in lead generation, routing, and lead assignment processes. MST Solutions standardized and automated the processes in the Salesforce opportunities object to free-up administrative time and planning for their subscription renewals. Using best practices and leveraging core Salesforce components to maximize their investment, MST Solutions also assisted with migrating all their existing Salesforce users from the Classic user interface to the new and improved Lightning interface. 

  • Automated manual sales processes 
  • Reduced administrative tasks 
  • Enhanced reporting capabilities 
  • Improved integration with digital web platform
“Being able to spend a day in person in our LA office was a big help to be able to talk through refinements to aid our sales and support teams, thanks MST!”
Scott Brogi
COO

Technologies Used

  • Salesforce Lightning 
  • Sales Cloud

Results

Analyzed and fixed the root causes of lead generation and source tracking.  

  • Automated facets of the Sales processes. 
  • Clear lead sourcing and routing to the most appropriate sales personnel. 
  • Automating sales processes to mitigate error and administrative time. 
  • Enhancing information and providing visibility for other internal stakeholders.

To read the full case study click here!

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