We teamed up with Wingate University to talk about the student onboarding process. In this webinar we discuss how Wingate utilized Salesforce.org to transform their clearance process and reduce melt!
Education
How Salesforce.org Can Setup Your Career Services Team for Success
Katie Mrskos outlines the ways Career Service CRM requirements can be configured using Salesforce’s Education Cloud objects and native Salesforce components.
What it Takes to Start a CRM Project as an Education Team
As a partner, our goal is to ensure teams are prepared, informed, and self-sufficient. This article is a culmination of our suggestions for teams looking to implement a CRM in their organization.
Why Should Your Team Utilize Salesforce Leads?
How do leads fit in your education or nonprofit organization’s business process? Katie Mrskos explains what Salesforce leads are, when to use them and when not to.
Using Approval Processes in Salesforce to Support Application Review | Tutorial
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
Should Your Education Departments Be In One Salesforce Environment?
5 things to consider when deciding if a single Salesforce org is best for your various education departments.
Recent Posts
Digital Fundraising with Salesforce.org’s Elevate- Successfully Migrate Data onto the Salesforce Platform
- Reduce Melt: How Wingate University is Transforming the Student Onboarding Process
- How Salesforce.org Can Setup Your Career Services Team for Success
- What it Takes to Start a CRM Project as an Education Team
