Revolutionize your recruitment process with Salesforce CRM tailored for the education sector.

Recruitment Hub: Streamline your daily essential tasks with a practical homepage.
Segmented Lists: Effortlessly categorize potential candidates for specific campaigns and call initiatives through sophisticated list creation.
Prospect Engagement in Real-Time: Engage with potential candidates at the optimal moment to maximize your impact and enhance institutional visibility with customized web interactions.

Recruitment

Transform your admissions process with Salesforce CRM tailored for the education sector.

Applicant Portal: Create a seamless, user-friendly applicant experience with customizable portals, no coding required.

Admissions Dashboard: Stay on top of critical tasks and track applicant interactions easily from one centralized, actionable homepage.

Application Evaluation: Boost efficiency by managing and evaluating applications swiftly through a unified system.

Interview Appointment Coordination & Video Meetings: Simplify scheduling for applicant-admissions officer meetings, whether in-person or virtual.

Enrollment Assistance: Combat summer attrition with proactive, personalized support plans for each admitted student.

Empower student success with Salesforce CRM customized for the education sector.

Comprehensive Student Profile: Gain deep insights into each student’s journey by accessing data from their entire support network and integrated systems.

Data-Driven Notifications: Set up automated notifications to identify students in need of assistance and enable timely intervention.

Personalized Support Plans: Help students navigate their academic paths with tailored plans that address their objectives and challenges.

Management of Support Programs: Monitor and assess the impact of support programs, covering areas such as career guidance and well-being, across various departments.

Streamlined Appointment Booking: Simplify appointment scheduling across advisors, faculty, and staff with a unified scheduling tool accessible on multiple devices.

Student Success
knowledge

Accessing actionable insights has never been easier with Salesforce CRM designed for the education sector.

Effortless Setup: Get started quickly with user-friendly setup and activation options for administrators.

Real-Time Insights: Empower recruiters, admissions officers, advisors, counselors, and leadership with instant access to critical information, allowing them to make informed decisions within their workflow.

Task Tracking: Ensure teams stay on track with visual representations and milestone metrics, enabling them to monitor progress effectively.

Progress and Alumni Engagement

Alumni Network & Catalog: Cultivate significant relationships and interactions spanning different graduation years and areas of interest.
Data-Powered Donor Intelligence: Increase contributions and streamline portfolio administration by accessing a comprehensive overview of engagement and philanthropic contributions.
Simplified Donation & Commitment Administration: Seamlessly log donations, enhance gift handling, and streamline financial reconciliation procedures.