UCLA: Leading Education and Driving Transformation with Titan and Salesforce

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Company overview

The University of California, Los Angeles (UCLA) is a public research university in Los Angeles, California. It is considered to be one of the United States’ most prominent rankings universities, placing it among the top in the world for academics, research, and community impact. Although it is a public research university, it provides a quality of education comparable to that of the Ivy League.

UCLA combines the close-knit learning environment of a spirited public school with the endless opportunities of a world-class city. As a public research university, its mission is the creation, dissemination, preservation, and application of knowledge for the betterment of our global society.

Industry: Education

Customer Since: 2019

Products: Web Portal, Forms, Surveys and Docs for Salesforce

Features: Pre-filled forms, Online Portal, Student Surveys

Challenge

The Journey to Extending Salesforce Education Cloud

According to the Assistant Dean of Strategic Initiatives and Salesforce Certified Administrator, Dr. Frederik Leuhusen, the UCLA Anderson School of Management, the Salesforce platform gave the public research university the solution it needed. However, Salesforce required some customization regarding data collection and management.

UCLA, like many Salesforce higher education customers, had complex forms that needed dynamic fields for data to be automatically populated when pushed and pulled into and from Salesforce. The public research university also wanted to improve its data management due to compliance with the numerous privacy standards they had to adhere to.

UCLA needed a solution that worked well with Salesforce and a CRM integration to help them keep tabs on all of their data easily.

After an extensive search for a solution that seamlessly integrates data directly into Salesforce, they found Titan to be the best option. Although they initially had doubts about customer support, Titan exceeded their expectations and supported their development professionally and exceptionally.

Before implementing Titan, UCLA faced further challenges with training staff on Salesforce. It took staff a considerable time to learn the system.

“The team at Titan is very responsive, and when something arises, they are and have been there to help us along the way. UCLA’s success with Titan is outstanding.”

Dr. Fredrik Leuhusen | Assistant Dean of Strategic Initiatives, and Salesforce Certified Administrator

Solution

Titan’s Solutions that Enrich Salesforce for Higher Education

Based on UCLA’s requirement, data is now sent securely while maintaining compliance with all federal regulations governing data privacy.

Salesforce for Higher Education:
Salesforce Education Cloud, a leading CRM software for higher education, provides the University with a complete view of every learner from the moment they express interest in the institution to the day they graduate and become engaged alumni.

Additionally, the system allows them to track recruitment and admissions, student experience, advancement, alumni engagement, and institution operations.

Titan for Higher Education:
Titan is a no-code platform that that helped UCLA maximize its Salesforce education CRM capabilities. Forms, portals, document generation, payments, schedules, and maps work together perfectly and seamlessly connect to Salesforce for universities. The Titan-Salesforce connector is extremely powerful, providing bi-directional integration in real-time.

Titan worked with UCLA to ensure the public research university did not have to source specialized resources to understand and work with the system. They built an easy-to-understand system, allowing UCLA’s staff to continue being education leaders.

Impact

Enhancing UCLA’s Salesforce Experience with No Code

Titan’s all-in-one platform for Salesforce makes it easy for UCLA to collect and manage the data they need. With Titan’s robust integration with Salesforce, high standards of compliance and security, and drag-and-drop features, data collection is now more streamlined.

To further improve data collection, UCLA uses multiple Titan forms and solutions to address their varying needs, making their processes more efficient and less costly, allowing them to automate otherwise challenging manual and administrative tasks.

Rather than simply telling you which buttons to click, Titan helps customers improve essential business processes. Titan allows your data to get where it needs to go.

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