New Client Service Offerings

New service offerings exclusively available to Enrollment Rx clients!
Categories:

We are excited to announce a series of new services designed to deliver “quick wins” for organizations that may have opportunities for improvement in their CRM systems.

For more information about any of these offerings, please contact us.

B.o.B. to You

Has it been a while since you reviewed your current processes? Is your team in need of some joint collaboration?

With B.o.B. to You, Enrollment Rx provides a Collaborative Onsite Customized Agenda, which can include:

  1. Admin Engagement - Solve Administrator needs and conduct Enrollment Rx product and/or Salesforce Training
  2. End-user Engagement - Evaluate and optimize end-user experience
  3. Working Sessions - Work together to make relevant updates, configurations, and hands-on training
  4. Product Optimization and Best Practices
  5. Recommendations and Takeaways for your team at the end of our visit

This service brings Enrollment Rx experts to your door, reducing time away from the office and eliminating travel expenses!

Organizational Optimization Service

When was the last time you reviewed your Salesforce org for optimization? Would it be helpful to get a detailed summary of items to review/change and optimize?

Enrollment Rx is pleased to offer a specialized service to help clean up and maximize your Salesforce Organization.

Here’s a quick overview of what the service has to offer:

  1. Meeting with Functional Team for Business Review
  2. Internal Analysis of your Salesforce organization
  3. Report provided with recommendations and findings for your team to keep

Please note this does not include support for integration, development, or 3rd party applications.

Marketing Account Engagement (Pardot)

Is your institution leveraging Salesforce’s Marketing Cloud Account Engagement? Are you taking advantage of all the marketing tools available in the system?

Enrollment Rx is pleased to offer a specialized service to help clean up and maximize your Account Engagement (Pardot) Instance.

Here’s a quick overview of what the service has to offer:

  1. Meeting with Functional Team for Business Review
  2. Internal Analysis of your Marketing Cloud Account Engagement
  3. Report provided with recommendations and findings for your team to keep

Please note that this does not include support for email content building, styling development (such as custom CSS), or third-party applications.

Salesforce Flow Onboarding & Optimization

Are you ready to move to Salesforce Flow?

Salesforce has announced the discontinuance of workflow rules and process builder flows, which will take effect in 2025. If your organization relies on workflow rules and process builder flows to power automations in Salesforce, it will be necessary to replace those automations with Flow. To support the transition to Flow from workflow rules and process builder flows, Enrollment Rx is offering a new professional service, which can include:

  1. Training on new Flow functionality and features

  2. A documented inventory of automations (including workflow & process builder flows)

  3. Conversion and consolidation assistance of automations from workflows, process builders, and other existing processes

In addition to the four new services above, Enrollment Rx will be rolling out more services over the next few months including the use of Service Cloud, Chatbots, Einstein AI, and more. Watch for more information coming soon.