The admissions process was fully manual and fragmented across multiple email chains and spreadsheets.There was no centralized system to capture new inquiries, assign follow-up tasks, or track application progress.

As a result, leads often went untracked, follow-ups were delayed, and financial document processing required repetitive manual work. The staff needed a reliable, automated system that would streamline applicant communication, unify admissions data, and provide better visibility into every stage of the enrollment journey.

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To help the school replace its outdated workflows, Redtag implemented a two-month Salesforce Sales Cloud Quick Start tailored to education-specific needs.

The solution included:

• Automated lead capture and routing, ensuring every new inquiry was tracked and assigned instantly.
• Einstein Activity Capture integration, allowing the admissions team to sync emails, meetings, and activities from Gmail and Outlook directly into Salesforce.
  

• DocuSign setup for faster, standardized financial document collection and processing.
  
• Customized workflow automation, giving the admissions staff clear task tracking, reminders, and real-time visibility across applications.
  

The implementation provided a structured foundation for future growth — scalable enough to support upcoming phases such as student onboarding, academic tracking, and financial aid automation.

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