Growth Hub Education Community Portal

May 15, 2020
Girikon

Testimonials

Great Service!

Background

The Client is a leading name in the entrepreneurial education space. Since its inception, the client has helped over 3,500 business owners across 250+ industries to enrol in a single membership program and empower them to build a successful business.

With a community of 500+ entrepreneurs, the Client pioneers new and advanced education methodology that addresses the pain points of the conventional education practice and lay emphasis on learning real-world business skills, emotional intelligence, creativity and innovation. Girikon helpedtheir Client realise business outcome by providing them with a single membership platform where in small/medium enterprises can come together to attend live, in-person workshops and online masterclasses in presence of industry experts to draw insights and acumen required to build a successful business.

The Problem

The Client was dealing with multiple challenges with their existing solution, which is an application solution that had Salesforce integrated loosely with little to no scope for interoperability.

Some of the major challenges faced by the client include the following:

Members and Community users were created manually
Audio/video content not accessible to members
Members were not able to access relevant content in the existing portal
Event management process not user-friendly for specific event
No flexibility for members to use/redeem membership inclusions i.e. workshop seats and session type inclusion as per their seat availability. Users and Members did not have a way of tracking the used and remaining Inclusions
Members not able to request specific coach led sessions from portal
Marketing professionals not able to handle duplicates leads, contacts generated through different marketing Campaigns and events
Difficulty in accessing key information about past conversations between multiple team memberswith activities and notes being posted in multiple locations.

The solution

Solution Inclusions and Features

Girikon began with developing a POC (Proof of concept) for analysing and addressing the pain points of their Client’s business. In response to Client’s requirement of consolidating education, team of seasoned professionals at Girikon developed a solution that integrated Kajabi and Salesforce SSO. The robust solution provided the clients with:

Kajabi powered solution offers better functionality, which allows for a better quality video display as compared to clunky, expensive viewtrack video display.

Salesforce Community Cloud

Multiple branding and application built on standard Lightning components

Customised User Interface (UI)
Built to support branding for individual Students
User-configurable content management.
Access to multiple courses and applications
Field save state to all information and data captured.
User friendly online membership form built on Partner Communities
Out of the box and custom duplicity checks to ensure data and business process governance
Growth hub portal helps in providing information related to upcoming events, existing courses on a real time basis via integration with different marketing channels

Student Management Case Study

The Outcome

Fully integrated community portal (Growth Hub) that allows clients to manage all the activities from a single interface including Event management, marketing activity tracking, member on boarding and managing relevant course contents (enrolled, as well as upcoming courses)

A system that allows seamless integration with other marketing platforms i.e. Click Funnel, Dashcord, Schedule One, Kajabi etc. for capturing leads

Campaign Management

Customizable Campaign management based on target groups with respect to the available products
Associate all the opportunities with multiple campaigns so that marketing team can capture marketing sourced deals and lead from other sources while keeping an eye the amount of revenue generated for a specific campaign

Case Management for Members

Case routing, assignment and management assists in processing referred applications faster and more effectively
Automatic case creation through growth hub portal
Case assignment to relevant customer service queues based on membership status

Event and Membership Management

Publishing the Events, Campaigns to the community for upcoming events
Members are allowed to redeem their inclusions online – provide visibility and tracking how many Inclusions are used and the balance of unused Membership Inclusions.
Automatically enable the contacts of opportunities as growth hub community user
User friendly online membership forms built on Partner Communities
Growth hub portal helps in providing information related to upcoming events, existing courses on a real time basis via integration with different marketing channels
Real-time collection of attendance data in the Growth Hub portal so that it provides a holistic view of customers
The Growth hub user will be able to see Office hours and Events on same calendar view. They can and invite Guests to an Event who can have a better user experience now that inclusion can be cross checked and displayed.
Users will have a holistic view of customer paying for online services/products.
Upload all the workshop events in one go for entire year
User will be presented with different options to upload the event csv

Operational Efficiencies

Split payment functionality to split a single and full amount of payment in two or more simultaneous transactions made by different payment methods.
Out of the box and custom duplicity checks to ensure data and business process/data governance
Track the historic leads coming from various sources so that the team will be able to better utilise their time on closing deals and providing excellent customer service. This information allows team to formulate customised sales pitches that best match each customer’s unique needs building a stronger relationship.

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Thanks to Girikon, the client has improved their Salesforce usage, data point collection, and data analysis. The team has a great project management approach, leading to delightful interactions. Their members provide useful ideas, pay great attention to detail, and strive to deliver tasks on time.

Tom Cheetham, Sales Manager - Australia & New Zealand

Girikon developed a portal that led more of the client's users to become member portal users. The team consistently delivered expected items on time, was always patient and accommodating to the client's needs, and communicated through each stage of the project to the client's satisfaction.

Steven Tran, Salesforce Administrator

Girikon successfully migrated the client's platform and integrated the necessary APIs. They created a seamless workflow by always adhering to deadlines and addressing any queries, concerns, and requests promptly. The team also quickly understood the requirements and was easy to work with.

Natasha Porter, Operations Manager

Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico Student Engagement Manager

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for "non-technical" people?. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye Commercial Operations and International Manager

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in Salesforce consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson CEO

Girikon was excellent in suggesting and implementing what's a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there's probably Agile project management at its finest.

Carmelo Pellizzeri Director of Revenue Operations

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner National IT Manager

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson CEO

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman Marketing Manager

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas Director of Technology

Very happy with Girikon, as they finished the project working as a team and they got really engaged with our needs and specifications. The communication was excellent and I am more than happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

George GkoumasSpecialist Technician

"Outstanding Communication"

Jack SocratousNational Product Support, Training & Marketing Manager

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali AbbasSalesforce Administrator

Girikon has provided a great 'end-to-end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John MitchellCEO

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris CaddenSales Manager

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la GardeClient and Operations Lead

?Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead MonaghanCommunity Development Officer

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with.

Jennifer GaleaFinance Manager

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel GourleyPresident

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark HomerCEO

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious "plug-and-chug" work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe BrodarDevelopment Strategist

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris BaekCOO

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date.

Erin MacdonaldBroker Support Officer

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel HibbertCommercial Director