Solving the Problem with Salesforce Adoption:A Case Study

Salesforce for Higher Education

Salesforce has become a great tool for

handling admissions in higher education,

and the University of Michigan jumped on

board in early 2015.

The admissions team wanted an easier

way to manage their contacts, share

information, and make sure prospective

students never fell through the cracks.

But at the Michigan Ross School

of Business, recruiters quickly tired

of BCCing emails into Salesforce and

didn’t want to constantly jump

between Salesforce and Gmail,

according to Assistant Director of

Operations, Scott Berkley.

Scott Berkley, Assitant Director of Operations

He started looking for a solution that would “allow recruiters to do all their

work in Gmail where they were used to working.

Solving the Problem of Salesforce Adoption

When Berkley went looking for solutions

he found Cirrus Insight listed as the top

application on the Salesforce Appexchange

under Gmail integrations.

“I was impressed with what I saw, installed it

in a sandbox, did some testing, probably in a

month we had rolled it out to the whole

team at the school. Since then it’s expanded

to four other schools.”

Berkley was impressed by the “ease of

installation and the price point.” Regularly

priced at just $19 per user per month,

nonprofits such as the University of Michigan

receive a 50% discount reducing the price to

$9.50 per user per month.

How the University Benefited

Cirrus Insight was also the only

integration avaliable that could create

a contact directly from Gmail with

support for Salesforce custom fields

and validation rules, which was an

important feature for admissions

o�cers at University of Michigan.

Universtiy of Michigan deployed Cirrus Insight shortly after implementing

Salesforce. The combination of the two systems allowed the entire team to easily

access information that they rarely shared before.

Recruiters could see data from Salesforce inside Gmail and could update records in

real-time from Gmail and Google Calendar. Before Cirrus Insight, huge amounts of

essential information were trapped in people’s inboxes and not shared with the

team - allto the detriment of prospective students with questions about enrolling.

Today, the admissions team instantly adds and updates records right from Gmail

which means a huge increase in productivity. Hundreds of student applications and

cases that would normally have gotten lost, or been shared poorly through long

email chains, were now being kept in Salesforce thanks to Cirrus Insight.