The challengeo Saïd Business School (SBS) had multiple departments

working with dispersed sources of data. They required a single customer view across the whole organisation to allow the sharing of key information and increase cross-selling of their services to potential students and corporate organisations.

o Saïd required their partners to input information on their service offerings such as executive courses and facilities management.

o Saïd wanted to migrate more of their business units onto Salesforce and retire their legacy systems, making Salesforce the central database and single source of reporting across the school.

The resultso The first release went live in May and the second release in

September

o The solution has allowed Saïd to collaborate and share their information whilst also providing better guidelines and working practices inside individual teams

o The Community has cut down on duplication of work and allows partners to control their own workload thereby saving significant running costs

o The university now has six business units live and is quickly moving towards having all of its core reporting in Salesforce

The solutiono makepositive worked closely with the university to

customise Sales Cloud to fit their unique requirements

o Accounts & Contacts were configured with fields and layouts that allow the whole school to see all information relevant to them

o Opportunity processes were created with products to allow school-wide reporting on all courses and programmessold

o A community was created to allow other university partners to log in and add feedback, as well as view a subset of their information

o Cases, leads and campaigns were enabled and configured to allow SBS to take full advantage of the Salesforce platform

Sales Cloud and Service Cloud