We explain the different between data migration and data integration, provide an example specific to higher education, and provide key technical requirements for a data migration.
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!
Katie Mrskos outlines the ways Career Service CRM requirements can be configured using Salesforce’s Education Cloud objects and native Salesforce components.
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.
In this webinar recording we discuss Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for you, and what next steps look like once your team is ready to expand their Salesforce capabilities.
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.