CRM Solutions for Universities and Colleges
FIND OUT THE RIGHT STUDENTS AND OFFER THEM A
QUALITY ACADEMIC EXPERIENCE

Find out how Universities are taking advantages of Salesforce
INTEGRATED MANAGEMENT OF LEADS, STUDENTS AND PARTNERS
Identify the right students for your higher ed offer. Optimize the management of admissions and payments. Provide a connection between experiences.
Engage Students
Record data of potential students from the first visit to the website (accordingly to GDPR).
Integrated management of online campaigns.
Create personalized journeys that drive to conversion.
Take advantages of artificial intelligence (AI) and the dynamic segmentation with alumni.
Provide efficient management of the partner companies even as their employees.
Convert into Applications
Provide a user-friendly portal of applications.
Offer the right payment methods in an integrated way.
Keep track of the performance and conversion of your campaigns.
Take advantage of automated communication to increase the conversion of incomplete applications.
Centralize the communication of your students (email, social media, phone number and meetings).
Simplify the Administration
Implement algorithms in order to improve the pre-selection of candidates.
Simplify the management of the application process and instalments.
Data integration with your accounting and billing systems.
Integrated management of incidents and tasks of your team.
Follow-up in real-time the relevant data in the pre-decision making (exportable for Excel).
Other areas where we can help
Fundraising & Alumni
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- Count with our experience in the implementation of capital campaigns for the construction of a new campus.
- Engage the relationship with your Alumni.
- Execute fundraising campaigns (online and offline).
- 360º view of Alumni, donors and volunteers.
- Tailored communication for the different segments.
- Connection with different departments.
- Online fundraising forms integrated with payment methods.
Marketing & Engagement
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- Track in real-time the results of your marketing actions in different channels: Online (Social media, Google Adwords, website and email marketing) Offline (Public relations, events, trade-shows and meetings).
- Segmented and integrated communication with digital tools.
Academic Success
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- Track the performance of the students in real-time.
- Identify the students that need more assistance.
- Increase rates of success, satisfaction and loyalty.
- Tools to access the university’s career portal: search and connection with business entities.

IS SALESFORCE CRM SUITABLE FOR MY UNIVERSITY?
If your goals are primarily to manage and optimize the relationship with your different segments (leads, students, teaching staff, partner companies and others) the most likely answer is: “Yes!”.
Some advantages:
The first 10 Salesforce CRM licenses are free for educational institutions.
Ability to adapt your strategies and processes (It's used by multinational and small corporations).
Fast implementation (in weeks).
Integration with other tools and easily scalable.
Security and GDPR compliant
Good documentation and a wide network of partners.
Continuous innovation.

WHAT OUR CUSTOMERS SAY ABOUT US
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