ClickTools
18 Case Studies
A ClickTools Case Study
One Spirit Learning Alliance is an interspiritual institute that offers experiential education and professional training and places community and strong personal relationships at the center of its work. The school needed a way to capture student feedback and satisfaction, link that input to individual Salesforce CRM records, reduce manual processes and human error, and streamline admissions workflows.
By implementing Clicktools integrated with Salesforce, One Spirit centralized surveys, registrations, donations and document uploads into automated workflows that create and attach CRM records without custom coding. The result: significant time and cost savings, fewer data-entry errors, fully online registrations and donations, automated admissions processing, and a more personalized, high-touch relationship with students.
Gordon Brode
Director of Operations Strategy