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HPI — High Tech Professions Institute

Solutions by business process

One Salesforce.
Different processes in every part of the organization.

The right solution starts with the department's goal and how it works with the rest of the organization. We present possible solutions, not a claim of proven experience in every field.

Schedule an Introductory CallAssessment of an existing Salesforce system

Sales

The challenge: Leads, tasks, and opportunities are not managed consistently.

  • Lead Management
  • Opportunity Management
  • Pipeline
  • Forecast
  • Approval processes
  • Tasks and follow-ups
  • Connecting to lead sources
  • Dashboards

Possible outcome: More consistent work and a more reliable Pipeline picture.

Customer Service

  • Case Management
  • Routing
  • SLA
  • Omnichannel
  • Knowledge
  • Self-Service
  • Escalations
  • Customer 360

Operations

  • Workflows
  • Approvals
  • Tasks
  • Exceptions
  • ERP connection
  • Controls
  • Work Queues

Management

  • Dashboards
  • KPIs
  • Forecast
  • Cross-departmental view
  • Exceptions
  • Data Quality

Partners and Suppliers

  • Portals
  • Requests
  • Documents
  • Approval processes
  • Status
  • Communication

Associations and Non-profits

  • Donors
  • Donations
  • Campaigns
  • Volunteers
  • Community Relations
  • Reporting
  • Service for callers

Educational institutions

  • Interested parties
  • Registration
  • Students
  • Cycles
  • Alumni relations
  • Service
  • Partners
  • Administrative processes

The Next Step

A conversation about your process

Schedule an Introductory Call