Leading Health Sciences Institution
Replaces Legacy Systems with a
Salesforce Education and Marketing
Cloud Transformation to Streamline
Admissions
Key highlights
16-week implementation
A fixed-price, end-to-end Salesforce Education and Marketing Cloud implementation delivered in 16 weeks.
2 legacy platforms replaced
TargetX and Pardot were retired and migrated into Salesforce Education Cloud and Marketing Cloud.
5 key integrations
Workday, WebAdMIT, Calendly, Informatica, and FormAssembly integrated for seamless data sync.
Summary
The client modernized its admissions and recruitment ecosystem by replacing legacy TargetX and Pardot platforms with Salesforce Education Cloud and Marketing Cloud. Delivered as a 16-week, fixed-price, end-to-end implementation, the engagement migrated event management, lead processing, and 360-degree student views onto Salesforce Education Cloud, moved forms, landing pages, and email templates onto Salesforce Marketing Cloud, and integrated key systems including Workday, WebAdMIT, Calendly, and Informatica, delivering the migration ahead of the client's contract expiry.
Client overview
A health sciences institution modernizing admissions and recruitment
The client is a leading health sciences institution whose admissions, recruitment, and marketing workflows relied on outdated platforms that limited scalability and integration. With disconnected marketing, recruitment, and admissions workflows; inefficient manual lead management; and a complex integration landscape spanning Workday, WebAdMIT, Calendly, and FormAssembly, the client needed a modern, unified Salesforce platform and to migrate off Pardot before its December 2025 contract grace period expired.
Challenges
Fragmented legacy systems under pressure from an approaching contract deadline
Legacy Systems: outdated TargetX and Pardot platforms limited scalability and integration.
Siloed Processes: disconnected marketing, recruitment, and admissions workflows.
Manual Lead Management: inefficient lead conversion, assignment, and event management.
Upcoming Contract Expiry: an urgent need to migrate Pardot assets before the December 2025 grace period.
Complex Integration Landscape: multiple systems, including Workday, WebAdMIT, Calendly, and FormAssembly, requiring seamless sync.
Solutions
Modernizing admissions with automated workflows and connected student data
The team delivered an end-to-end Salesforce implementation as a 16-week, fixed-price project. Salesforce Education Cloud replaced TargetX for event management, lead processing, and 360-degree student views, while Salesforce Marketing Cloud replaced Pardot, including forms, landing pages, and email templates. Key integrations connected Workday, WebAdMIT, Calendly, and Informatica for data pipelines. The team used phased agile delivery with structured sprints for high-priority migrations, supported by comprehensive testing and training, including SIT, UAT, and hypercare.
Solution enablers
Phased agile delivery
Structured sprints prioritized high-priority migrations to meet the client's contract deadline.
Comprehensive testing and training
SIT, UAT, and hypercare support ensured a smooth transition for admissions and marketing teams.
Fixed-price, time-boxed delivery
A 16-week, fixed-price engagement model kept the migration on schedule and on budget.
Seamless third-party sync
Real-time integration across Workday, WebAdMIT, Calendly, Informatica, and FormAssembly kept data consistent across systems.
Business outcomes
A unified, real-time admissions and marketing platform enhances the admissions experience
The Salesforce transformation gave the client a streamlined admissions process with automated lead conversion, event registration, and communication workflows, replacing the manual, siloed processes of the legacy TargetX and Pardot environment.
Streamlined admissions process: Automated lead conversion, event registration, and communication workflows.
Integrated marketing and recruitment: A unified view of prospects from inquiry to enrollment.
Improved data flow: Real-time sync between CRM, Marketing Cloud, and third-party systems.
On-time migration: High-priority Pardot forms and assets migrated ahead of contract expiry, with enhanced reporting via Marketing Cloud Intelligence for campaign and recruitment insights.
