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Modernization of Educational CRM System for Global Scalability

ventionteams.com

Education

Non-profit

Challenges in Global CRM Scalability and Operational Efficiency

Existing Salesforce CRM lacked modern functionality to support 100,000+ users across 30 countries, with limitations in user management security, document workflow efficiency, and financial transparency for educational institutions.

About the Client

Provider of cloud-based software solutions for educational institutions and nonprofit organizations

Key Goals for System Enhancement

Triple client productivity through CRM optimization
Improve financial transparency and budget management capabilities
Enhance security and streamline user registration processes
Enable faster document workflows and data integrity across global institutions

Core System Modernization Requirements

Customizable school/parent portals with annual deadline tracking
Automated email notification system for critical deadlines
Secure transaction verification and budget management settings
Lightning component for streamlined user registration and enrollment tracking
Multi-language/multi-currency support for global operations

Technology Stack Requirements

Salesforce Experience Cloud

Salesforce Sales Cloud

Lightning Web Components (LWC)

Apex Triggers

Asynchronous Apex

Critical System Integrations

Conga Composer for document generation
Skuid for enhanced UI/UX capabilities
Global identity verification services

Operational Requirements

Support for 100,000+ concurrent users
99.9% system uptime SLA
Role-based access control with GDPR compliance
Multi-tenant architecture for 30+ country operations
Real-time performance monitoring dashboard

Expected Business Transformation Outcomes

Implementation will enable 1,800+ educational institutions to reduce operational processes from days to minutes, improve financial transparency through automated tracking systems, and enhance security for global user management while maintaining scalability across 30 countries.