Case Study: Cludo Delivers Holistic Customer Lifecycle Management To Registered Training Organisation

/ Author: Sam Rissman

Cludo’s client is a Queensland and NSW based hiring and staffing solutions provider and a registered training organisation (RTO) providing a connected suite of offerings to apprentices and tradespeople. The organisation supports over 20,000 apprentices and 8,000 trade-based businesses.

The solution has delivered

Seamless visibility of employers and apprentice placement

20% increase in on-boarded apprentices and employers

> $500k in net benefits

The organisation had an existing Salesforce CRM deployment which supported a range of business processes and services to its customers, however this solution was challenged by a lack of integration, functional alignment and effective adoption. With the organisation pursuing a strategic growth agenda, enhancements to its CRM solution were needed.

Cludo was engaged to enhance the organisation’s Salesforce CRM. Core to the uplift was integration with the organisation’s financial and operational systems and functional realignment and extension to position the Salesforce solution at the centre of its customer prospecting and acquisition and its whole of life and alumni focus on employee and employer connectedness. In delivering the enhanced solution, Cludo has enabled the organisation to systematically support its growth objectives, improve its service delivery, improve its planning and increase its operational efficiency by:

  • providing a single source of truth that surfaces all key prospect and customer information and the organisation’s interactions with them 
  • standardising recruitment, apprentice and employer processes and automating workflows to reduce manual activities
  • increase visibility, measurability and reportability of service interactions and group performance
  • enabling marketing campaign execution, management and measurement
  • providing field service staff with remote access to all features and data.

Following implementation, Cludo was engaged via managed services to deliver ongoing enhancements to the solution to meet evolving organisational changes.

Related Content

graduation-capEducation

Using the power of Salesforce Education Cloud and related products, we bring industry expertise and technical excellence to deliver compelling integrated solutions which enable educational institutions to attract, on-board and manage the end-to-end student, alumni, community and stakeholder experience.

icon_2Delivery

Cludo has transformed how Salesforce Clouds are delivered.Our focus on people and process creates effective, sustainable results.

Icon_3Support

Our local teams support, test, improve, enhance, remedy and train staff. You’ll continue to extract value from your Salesforce investment in the long term.

Case Study: Cludo Delivers Fundraising Consolidation For National Charity

Cludo’s client is an Australian national charity dedicated to helping those affected by cancer to survive and live a better quality of life. The charity runs a number of signature fundraising campaigns annually which account for the bulk of the organisation’s activity and income. The solution has delivered a consolidated … Continued