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