The Challenge

A startup in the workforce development space was preparing to launch a new program and needed a CRM solution that could track participant data, streamline enrollment, and enable clear, accurate reporting. With a fast-approaching go-live date, the team required both technical development and hands-on support to ensure a smooth rollout and long-term adoption of Salesforce.

The Solution

en collaboration avec partnered with the startup’s team to lead the Salesforce implementation from setup through post-launch training. By focusing on usability, automation, and strategic integration, we ensured the system would not only go live on time—but deliver operational value from day one. Our work included:

• Custom development of key program features, including a web-to-lead application embedded into the website, and a comprehensive pre-enrollment infrastructure

• Implementation of automation flows that seamlessly guided users, captured data and reduced manual tracking through stages of the enrollment and engagement process

• Creation of custom reporting functionality, enabling tracking on case management activity, employment outcomes, curriculum completions, and demographic metrics

• Guided data centralization and import, including providing templates and supporting cleanup processes for legacy data

• Power user and team training, including process documentation, video tutorials, and dedicated one-on-one and group support sessions

The Impact

By the established go-live date, Salesforce was live and tailored to meet the team’s real-world needs. Application data flowed in cleanly, automation reduced administrative overhead, and staff had the tools and confidence to manage the system effectively.

Post-launch, en collaboration avec continued to serve as an operational partner—supporting reporting needs, refining workflows, and ensuring long-term usability through documentation and training.

With a solid operational foundation in place, the NRF team can now focus on delivering high-impact workforce development services—backed by a system designed to scale with their mission.

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