Higher Education
Solutions

We’re ready to align your Higher Education functions with human focused design.

Admissions

Onboarding

Student Success

Advancement

Workforce Development

Admissions

Admissions

We know what it takes to implement a tailored Admissions tool on the Salesforce platform that meets the needs of Higher Education admissions processes, prospects, faculty and staff. Empower your teams and constituents with comprehensive data, automated journeys, self service capabilities, and more.

  • Multi-Channel Marketing
    • Pardot or Marketing Cloud
    • Advertising and/or Social Studio
    • Integrated Texting
  • Lead to Enrolled Process in Salesforce
  • Integrated Online Application + Payment
  • Automated Lead Conversion
  • Online Applicant Experience & Requirement Submission
  • Application Processing
  • SIS Integration
  • Dashboards & Analytics
Admissions
Project Management

Onboarding

Multiple systems, spreadsheets, processes, timelines and more can overwhelm teams and leave constituents confused. We partner with you and leverage Salesforce to create a comprehensive Clearance solution that helps you keep those students you worked hard to recruit and guides them through the onboarding process.

  • Mobile-First Experience for Students
  • Consolidated Back-End for Staff
    • Document Submission Workflow
    • Consolidated Clearance Status
    • Automated Communications
    • Cross-Department Collaboration
  • Automated Create/Delete of Clearance Checklist Items as Profile Changes
  • Integration with SIS
  • Status Integration from Other Systems (e.g. Adirondack, PowerFAIDS)
  • Dashboards & Analytics
Student Success

Student Success

Increase the time your team is able focus on Student Success by handling the complex processes that support your constituents with Salesforce. Whether you need better tools for advising, want to deliver a portal to students, or need to better manage student help requests and referrals, we’ll make sure your Salesforce ecosystem is implemented with your student-focused goals in mind.

  • Mobile-First Experience for Students
  • Consolidated Back-End for Advisors & Student Services Staff
  • 360 Degree View of Student
  • Processes Supported:
    • Advising Appointments
    • Student Help Requests
    • Student Observation Submission
    • Retention & Early Alerts
  • Integration with SIS
  • Integration with Other Campus Systems
  • Dashboards & Analytics
Student Success
Fundraising, donor engagement, & advancement

Advancement

Give your team the tools needed to grow your donor base, solicit more gifts, implement the alumni engagement strategy you’ve always envisioned, and dramatically improve and automate operations.

  • Multi-Channel Marketing Capability
    • Pardot or Marketing Cloud
    • Advertising and/or Social Studio
    • Integrated Texting
  • Processes Supported
    • Alumni Engagement
    • Moves Management
    • Online Events & Donations if Desired
    • Gift Processing
  • SIS Integration
  • Dashboards & Analytics
  • Donation Summaries & Rollups

Workforce Development

We partner with institutions and provide a comprehensive implementation that supports the complexities of Work-based Learning programs from managing corporate partnerships and evaluating student data to coordinating program placement and facilitating end-to-end communications and logistics. Our team can help equip institutions with the right tools to provide equitable work-based learning opportunities.

  • Processes Supported:
    • Corporate Partnership Recruiting
    • Partner Onboarding Management
    • Partner Offering Management
    • Student Applications
    • Student Placement
    • Student Attendance Logging and Partner Feedback Tracking
    • Pathway Management and Course Mapping
  • Marketing Capability with Pardot
  • Mobile-First Student Experience
  • Access for Faculty, if Desired
  • One-Way SIS Integration
  • Dashboards and Analytics

Services Included

DiscoveryDiscovery
DesignDesign
Solution BuildSolution
Build
Data MigrationData
Migration
IntegrationIntegration
Training and AdoptionTraining &
Adoption
Project ManagementProject
Management

Let’s talk about your goals.