Home

Case Study

CCA: Managed Services

Case Study

Set up a user-friendly platform to streamline processes.

Significant data integrity issues were addressed by implementing intuitive UI and automated enrollment, resulting in increased overall productivity.

Icon

engagement type

Managed Services
Icon

product

Sales Cloud
Icon

industry

Education
Logo

CCA trains California’s largest network of long-term care workers, enhancing skills and accessibility to meet the growing needs of an aging population.

Overview

    • Key Challenges: Fragmented tools and admin overload disrupted training.
    • Key Solutions: Centralized LMS platform streamlined training, communication, and stipend eligibility.
    • Key Results: Data-driven caregiver support, accurate stipends and reduced stress.

Icon
challenges

      • High Administrative Burden: High student-to-trainer ratios, multilingual cohorts, and administrative overload caused inefficiency and stress for CCA trainers.
      • Stipend Management Complexity: Manual stipend distribution based on completion criteria was error-prone and delayed caregiver financial aid.
      • Limited Communication Channels: Trainers struggled to directly engage with caregivers due to fragmented communication tools.
      • Attendance Tracking Inefficiencies: Manual attendance tracking limited real-time retention and engagement insights.

    Icon
    Solutions
      • Comprehensive Learning Management: The LMS-style hub centralized scheduling, assignments, learner progress tracking, and knowledge checks while embedding quizzes for instant feedback directly within Salesforce.
      • Streamlined Communication and Attendance: Integrated SMS, forms, and automated attendance records enhanced caregiver engagement and reduced absenteeism.
      • Flexible Class Scheduling: Remedial and make-up classes ensured continued education credits (CEUs) and flexible attendance.
      • Bulk Data Import: Automated CSV uploads standardized data processing and stipend eligibility.
    Icon
    Impact
      • Training Efficiency: Reduced administrative workload enabled trainers to focus on high-impact caregiver engagement.
      • Accurate Stipend Management: Real-time verification ensured seamless financial aid based on eligibility criteria.
      • Reduced Trainer Stress: Streamlined processes relieved stress, allowing trainers to focus on teaching and supporting caregivers.
      • Data-Driven Support: Quizzes and assessments informed adaptive, personalized learning paths, enabling targeted interventions for caregivers.

    Are you facing some struggles with Sales Cloud?

    Let’s schedule a discussion!
    Icon