Streamlining Student Loan Application and Opportunity Management
Automated manual loan forms and opportunity creation processes — enabling faster student onboarding, efficient sales workflows, and seamless collaboration between marketing and sales teams.
About the Organization
A national education-focused nonprofit dedicated to simplifying the complexities of student aid, loan management, and financial education for both students and educational institutions. The organization partners with schools and colleges to empower students through accessible resources, helping millions achieve their higher education goals.
Challenges
The organization faced challenges with lengthy and tedious student loan application forms, resulting in delays and drop-offs. UI or design changes required coordination with the website team, slowing the process further. Opportunity creation was fully manual, demanding extensive pre-checks from sales teams, while inconsistent collaboration between sales and marketing led to slower responses to student requests.
What We Have Done?
The organization streamlined processes by enabling landing page creation directly within Salesforce Marketing Cloud, allowing faster content updates. The marketing team can modify forms without involving the website team, and forms automatically check whether a student is new or existing, creating a lead or opportunity accordingly. Automated opportunity creation reduces manual work for the sales team, while a seamless journey framework connects marketing and sales workflows for smoother collaboration.
Products Used
Salesforce Sales Cloud
Salesforce Marketing Cloud