College-Admissions Provider
A student portal in Phase 1 became a full platform migration off legacy CRM onto Salesforce.
A college-admissions firm serving thousands of families ran a high-touch, multi-year program on a patchwork of disconnected tools, with no client portal and no single view of a student's journey.
The challenge
Counselors had no unified view of a student's tasks, progress, notes, and documents, and parents had no visibility at all. Critical automations and linked data could not be made to work in the legacy CRM. Billing was fragile, with no flexible per-student payment-plan structure.
The solution
SiiMPLY 7 ran a phased program. Phase 1 stood up an Experience Cloud portal for students, parents, and counselors, with action items, timelines, document upload, and appointment booking. The Phase 1 result justified Phase 2: a full migration onto Salesforce as the system of record, with a flexible billing architecture, a custom scheduler, and automated email journeys.
One portal became the whole platform.
A portal that proved the platform
An Experience Cloud portal for students, parents, and counselors, with action items, timelines, document upload, and appointment booking.
A full migration to a system of record
Everything consolidated onto Salesforce, with a flexible billing architecture, a custom scheduler, and automated email journeys.
Implementation highlights
What we built.
- Experience Cloud portal for students, parents, and counselors
- Migration of 6,600+ contact records off the legacy CRM into Salesforce
- Custom scheduler with automated calendar invites across all meeting types
- ChargeOver bidirectional billing with a per-student payment-schedule object
- 83-case UAT package plus user documentation and training
- Slack-integrated delinquency alerts and opportunity-stage automations
Results
Students and parents brought onto a single connected platform
Contact records migrated off the legacy CRM into Salesforce
Disconnected tools replaced by one system of record
Engagement summary
The Phase 1 portal shipped and was adopted, and its success led the client to consolidate the entire operation onto Salesforce, replacing four-plus disconnected tools for roughly 9,000 students and parents.
What's next
Final rollout of the migrated platform, billing automation, and marketing journeys.
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