EDUCATION

Whether you’re a university or trade school, we have experience helping leaders in education deliver connected education journeys with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

With Salesforce as your CRM, institutions can seamlessly manage relationships with key groups — prospective students, current students, alumni, and corporate partners — while consolidating insights from every interaction into a unified view. Education Cloud, built on the core Salesforce platform, empowers you to deliver personalized experiences for students, staff, and alumni. It offers powerful apps for recruitment and admissions, student success, advancement and alumni relations, and academic operations — all within a single platform.

Salesforce enables institutions to increase conversion rates with prospective students, drive applicant success, and streamline the review process with trusted AI, marketing automation, and predictive analytics. With tools such as dynamic applications, customizable applicant portals, and automated onboarding journeys, Salesforce helps education leaders enhance the recruitment and admissions experience from a single, unified platform.

‍In Action: We helped a higher education client improve their admissions and recruitment process by designing personalized journeys for each degree program. Leveraging Sales Cloud and Marketing Cloud, our client can now deliver tailored, impactful messaging to prospective students, helping them make informed decisions about their college major.

Salesforce gives education leaders the ability to simplify communication and campaign processes, streamline marketing operations, and automate engagement across any channel from a single platform. Features such as AI-powered email, intelligent journeys across SMS, web and more, and smart segmentation allow marketers to create a unified brand experience for every constituent.

‍In Action: We helped a higher education institution automate communications with Marketing Cloud to ensure that our client can find, engage, and enroll students who are the best-fit for their programs. We streamlined their communication process by setting up personalized email campaigns, targeted messaging, and automated follow-ups based on student interests and behaviors. This automation not only enhanced the institution’s ability to attract and retain prospective students but also freed up valuable time for their admissions team to focus on building relationships and providing a high-touch experience.

With Salesforce, you can deliver unified advising experiences, provide flexible appointment scheduling, and use predictive AI insights and recommendations to take action. By creating personalized experiences across the student journey with powerful features such as student portals, student service AI, and AI-powered chatbots, institutions can not only boost student engagement and success, but also increase retention rates.

‍In Action: We partnered with a higher education client to enhance their Salesforce org by automating their marketing and communications processes. By implementing a unified messaging system, our client can now personalize services and boost retention by promoting student programs and sharing alumni success stories. With Salesforce’s scalable solutions, they’re able to provide a seamless student experience at every stage of the student journey.

With Salesforce, institutions can build deeper donor and alumni relationships through personalization, increase fundraising productivity with comprehensive data, and streamline operations with intelligent reporting. From detailed donor and campaign insights to portfolio management and gift processing, Salesforce can help you meet the goals of your institution and communities with a CRM powered by AI + Data.

‍In Action: We helped a university transform their invention and patent tracking process by building a custom data structure in Sales Cloud. This simplified our client’s workflow by eliminating the need to move data around from spreadsheets. With this unified data structure, our client can easily track patent lifecycles, manage intellectual property records, and generate insightful reports to support decision-making. As a result, their workflow is more streamlined, accurate, and scalable for future growth.