Salesforce for
Education Industry
From application to graduation, provide individualised, one-on-one interaction to your students.
For more than a decade, Folio3 is trusted by educational institutes to transform their students' journey with salesforce education cloud solutions.
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Importance of CRM in the Education Industry
Education Industry Challenges
Institutions today are facing drastic transformation in their overall environment and structure. Students now expect a lot more from their educational institutions; they expect the same personalized interaction, engagement, and attention that they receive elsewhere. The most significant challenge that institutions face today is that their legacy systems are simply not equipped to drive student engagement, resulting in:
- Unable to collaborate effectively
- Data Decentralization
- Tracking Marketing Spent
- Missing Student Enquiries/ Leads
- Difficulty managing students journeys
- Lack of coding expertise makes app development harder.
- Difficulty collaborating with other institutions
- The counselling team struggles to channel their efforts due to a lack of openness in lead management.
- Because the information is not consistent throughout the institute, each department looks to be its own organisation.
- Manual tracking of student lifecycle
- Chaotic Documents Inflow
- Generating Manual Reports via Excel Sheets
- Team Working in Silos
- Staff members struggle to keep up-to-date information about students and alumni in one place.
- Alumni complain that they receive too many emails, the majority of which are irrelevant to them.
- It's tough to know how many alumni are now employed by a company.
Why Choose Salesforce for your Educational Institute?
Salesforce Success Metrics for Education Industry
How Can Folio3 Help?
For more than a decade now, Folio3 has been driving results in the education sector by providing custom solutions to create personalized and connected student experiences. From development to Salesforce Managed Services, we specialized in the implementation of Salesforce clouds and provide expertise in Education Data Architecture (EDA). Our certified salesforce developers are experts in providing:
Cloud Consultation for Education
Implementation and customization of the Education Cloud
Integration of Education Cloud
Maintenance and Support for the Education Cloud
Cloud Migration in Education
Integration Service from a Third Party
Application development
Why choose folio3 Saleforce
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Employees whot understand the dual commitment at Folio3, Customers first, Employees forever.
Web and Mobiles solutions made with love, integrity and lots of caffeine.
Tailored Approach for all Educational Institutes
The education industry is a rapidly growing and highly competitive space where establishing a brand image and recall value are critical to success. Educational institutions (from K-12 to higher education institutes, and beyond) are adopting and implementing CRM software to help attract, retain and serve their constituents (from students, staff, and alumni to donors and affiliates) in the best way possible.
Folio3 understands these challenges and provides tailored solutions with our in-depth industry knowledge and digital transformation expertise. We cater to the needs of any educational institution seeking to enhance operational efficiency.
Our certified salesforce educational cloud consultants deliver the right combination of customized salesforce solutions aligned with your institute's needs and objectives.
K-12 schools
Community Colleges
Graduate Schools
Universities
Benefits of Implementing Salesforce Education Cloud
Salesforce empowers institutions to move from siloed data to actionable insights, transforming learner engagements into lifelong relationships, including recruitment CRM, enrollment management, academic advising, and alumni database. EDA, the Education Data Architecture for Salesforce, provides an education data model for a complete view of students, courses, programs, and more. Some of the key benefits of implementing Salesforce Education Cloud are:
A Comprehensive View of Partners
Every engagement with all stakeholders is unified into a single view, including prospective, existing, and former students, funders, and affiliates. Using a mobile phone, social media, and cloud technology, the cloud gathers all relevant information from many sources. It gives you a 360-degree view of your pupils and allows you to engage them on the device of your choosing. There are also detailed reports and dashboards included.
Communications that are effective and personalised
The Education Cloud facilitates institutions by delivering exceptional digital interaction to stakeholders through relevant, engaging, and tailored messages. It also unifies and streamlines processes across campus for teams. It gives you a complete profile view of each student, allowing you to tailor every engagement to their specific needs, interests, and behaviors, resulting in a more meaningful relationship that encourages retention.
Enrollment & Marketing Automation
Salesforce Education Cloud’s marketing automation tool connects key elements such student experiences, campaign management, budget tracking, social marketing, and tailored messaging. The Sales automation function of the system handles the enrolment process from the pre-lead stage to the final enrolment.
Boost donors’ and alumni’s lifetime value
With Salesforce, you can get the help your organisation needs to achieve its goals. You may increase donations by locating, targeting, and interacting with the relevant grads at the right time using artificial intelligence-powered insights and analytics.
Collaboration between departments
Salesforce allows for seamless communication across the whole campus, allowing all departments to collaborate in order to assist every student thrive. The Salesforce platform allows you to gather, curate, and share information with students, professors, and staff from anywhere at any time, thanks to internal tools that encourage efficient teamwork and external resources that help you develop supportive communities.
Management of Grant and Loan Applications
Grant concepts, funding, budgeting, and project updates to sponsors are all automated, as is loan application administration for internal and third-party partners. With this, long follow-ups and back-and-forth communication about student loan processing are eliminated, giving everyone a clear picture of the status.
Easy Admissions and Recruitment
Salesforce provides an unrivalled set of tools to assist higher education institutions in working with their “sales funnel,” or potential students and their parents. Salesforce greatly enhances admission rates by enabling recruitment teams to create relationships with a few initial contacts and a high degree of content customisation. It also includes everything needed to guide prospects through the whole admissions process, from application submission to on-site visits.
Productive Relationships
With your attention to detail, the Education Cloud helps you impress and capture your recipients’ attention, engaging them on a deeper level and nurturing your relationship with them. Departments can use the integrated solution to generate big grants and online fundraising, benefit from AI-assisted reporting, and strengthen relationships.
Improvement throughout time
With your attention to detail, the Education Cloud helps you impress and capture your recipients’ attention, engaging them on a deeper level and nurturing your relationship with them. Departments can use the integrated solution to generate big grants and online fundraising, benefit from AI-assisted reporting, and strengthen relationships.
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A global Salesforce certified partner with over 12 years of experience
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