We Did

WeDid: RTOs populate student enrolment data directly to Salesforce

The education industry has gone through significant changes over the past few years. To keep up with the changes, most of the registered training organisation (RTO) are adopting a more seamless student management process particularly using Salesforce as a tool to facilitate student sales and administration – one of the main areas is the student…

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WeDid: Salesforce and AVETMISS Reporting

We have recently seen a lot of questions from our Registered training organisation (RTO) customers.   This industry has seen a huge amount of change over the past few years – which really stretches an organisations IT resources and resilience.  A case in point is the AVETMISS  reporting which is a requirement from the Federal government…

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WeDid: Salesforce and TEQSA PIR Reporting – Making Life Easier

For Higher Education providers there is a requirement to report their PIR data on a yearly basis.  This is a time consuming exercise requiring many hours of effort.   If you are running or want to run your SMS on the Salesforce platform, we can implement Salesforce to ensure you have all the required data,…

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WeDid: Salesforce Health Check

Health is important for all humans and also for your IT system’s! Keeping your IT system’s healthy helps in sustaining a better business. For example, Salesforce being your company’s CRM system.   Keeping Salesforce healthy helps you access your customer information in a smother and safer environment.   As such, we’ve recently helped our customer…

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WeDid: Generating Bulk Document in Salesforce

Challenges: The Customer manages their clientele function bookings (i.e. company meetings, birthday party’s, wedding dinners, etc.) within Salesforce. They would like to generate every functions agenda in bulk so they can be distributed to the Staff for reference/preparation prior to the actual events day. The Customer would also like to have the flexibility over defining…

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WeDid: Enhanced Recurring Event in Salesforce

Challenges The customer manages their clientele function bookings (i.e. company meeting, birthday party, wedding dinner, etc.) within Salesforce via a custom event app and integrated with a calendar app to display each of the events in the calendar view. Requests from their clientele for recurring functions/events such as weekly board meeting, community discussion and many…

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WeDid: Marketo and Infor (Formerly known as Saleslogix) Integration

Challenges The customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being…

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WeDid: ActionHRM and Kallidus Integration

Challenges Customer is tracking employees information through ActionHRM (A Human Resource Management System). These employees need to be tracked as a student record in their Kallidus system (being a student and learning management system) too.   Solution       Purpose To ensure student records in Kallidus system is up to date from the ActionHRM…

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WeDid: Using Salesforce in a Residential Care Environment

Challenges The main business requirement for the aged care facility was streamlining all the information to a single point of data entry as well as providing transparent updates to the residents.  Optimal care of the resident is enhanced when all data is stored in a single system. Data such as medical records, progressive monitoring and the sharing of social…

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WeDid: Campaign Response Tracking

Challenges Faced with some restrictions using Enterprise Edition this client requested multiple automatons in regards to tracking their clientele responses for running campaigns targeting existing clients response on prospective products being added to the Product List (assessing product validity) using the campaign object.   Solution By creating a custom object and reusing the same process…

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