100% Self-Service Registration for Yozmot Atid

Course registration at Yozmot Atid was manual and time-consuming. Staff contacted entrepreneurs individually to complete registrations and sent separate payment links, creating delays and unnecessary administrative work.

At the same time, the organization depends on accurate Salesforce data across its programs. Manual form inputs and inconsistent selections led to misclassifications that disrupted reporting, automation, and governance.

These challenges resulted in:

• Incomplete mentoring closures
• Missing or inaccurate Salesforce data
• Incorrect eligibility decisions
• Inconsistent tracking when meetings were logged manually

Titan’s Experience Studio was implemented at Yozmot Atid to standardize forms and workflows across entrepreneurs, facilitators, and mentors after alternative solutions fell short of covering the organization’s requirements.

For entrepreneurs, Titan enables an end-to-end self-service registration journey. Salesforce sends a personalized course list based on each profile, and participants complete registration, payment, and signing through a single guided flow inside Salesforce. Submissions automatically enroll entrepreneurs into the correct course, eliminating manual outreach from staff.

For facilitators, Titan pulls entrepreneur data into pre-course lists while capturing structured attendance and evaluation feedback back into Salesforce. Bi-directional data flows keep reporting consistent and centralized.

For mentors, Titan redesigned meeting reports to improve accuracy and automation reliability. Forms enforce correct reporting paths, assign meeting numbers automatically, validate date inputs, lock key fields at defined stages, and apply conditional logic for closure steps. The workflow also triggers operational actions, such as notifications for missed meetings and internal task routing for expert support, all tracked inside Salesforce.

Zero Manual Outreach: Registrations are automated, removing the need for staff to contact participants individually.

End-to-End Self-Service Registration: Participants complete course selection, payment, and signing through branded flows connected to Salesforce.

Reliable Automations: Structured mentoring forms reduce misclassification and support consistent downstream workflows.

Improved Eligibility Accuracy: Conditional logic and guided paths help prevent incorrect grant allocations.

Stronger Data Quality: Standardized inputs support cleaner Salesforce records and more reliable reporting.

Full Operational Coverage: Titan’s Experience Studio supports data collection and workflow execution across entrepreneurs, facilitators, and mentors inside Salesforce.