Aptean Case Studies Aptean’s Pivotal CRM Helps Babson Executive Education Streamline its Operations
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Aptean’s Pivotal CRM Helps Babson Executive Education Streamline its Operations

Aptean
Functional Applications - Enterprise Resource Planning Systems (ERP)
Education
Business Operation
Sales & Marketing
System Integration
Babson Executive Education, a division of Babson College, faced challenges with data fragmentation and redundancy. The organization had multiple databases for customer information, which were manually updated, leading to time delays, errors, and inconsistencies. The registration system was separate from the database used by sales and marketing staff for opportunity management, leading to data gaps. Reporting was also arduous due to the disparity between the systems. Babson Executive Education realized it needed a central system and database that could provide one unified view of customers and prospects to serve those clients more effectively and reduce redundancies.
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Babson College is an independent, not-for-profit institution that is accredited by the Association to Advance Collegiate Schools of Business (AACSB), the New England Association of Schools and Colleges, and the European Quality Improvement System (EQUIS). Founded in 1919 by successful investment banker and entrepreneur Roger Babson, Babson College has become one of the world’s leading business schools, consistently ranked among the likes of Harvard and Wharton. Located in Babson Park, MA, Babson College has three major educational divisions and several departments within each division. The majority of Babson Executive Education’s revenue comes from corporate clients seeking custom educational solutions for their senior management, designed to address specific problems the company is facing; these customers include the US Navy and several Fortune 100 companies. The remaining revenue is made up by open enrollment in standard executive education course offerings, research memberships, and the Consortium, a collaboration of non-competing global companies that partner with Babson Executive Education to design and deliver an executive development program that meets the unique management development needs of their organizations.
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Babson Executive Education implemented Pivotal CRM, a system that provided a centralized customer and prospect database and more streamlined administrative processes. The implementation brought all of Babson Executive Education’s customer and prospect information into a single centralized system, creating a common and consistent view. This information is now accessible to the many different users who need it: the sales and marketing groups, operations and administration staff, IT personnel, and management. Even with customizations, Babson Executive Education deployed the system in a very short period of time, quickly achieving a significant increase in operational efficiency and a clearer view of prospect and sales data that improved the planning of their educational calendar. Reports that used to take several days to pull together now take only a few hours.
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Centralized customer and prospect information into a single system, creating a common and consistent view.
Significant increase in operational efficiency and a clearer view of prospect and sales data.
Improved data and data access has greatly increased productivity.
Reduced time to generate reports by 90%
Reduced time to ship course packages by more than 90%
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