K-12 Solutions

We’re here to make sure the Salesforce platform enables your team to do what they do best .

Salesforce Impact Patner of the Year

Admissions & Enrollment

Career & Technical Education

Student Success

Alumni & Donor Engagement

Project Management

Admissions & Enrollment

Make the application through enrollment experience simplified, automated and streamlined for your team and constituents. Gain insight about enrollees through real time data and reporting. Make registration simple with mobile and online forms. Securely communicate additional enrollment requirements or placement updates. All made possible with Salesforce’s K-12 solutions.

  • Lead to Enrolled Process in Salesforce
  • Multi-Channel Marketing and Engagement
    • Pardot or Marketing Cloud
    • Advertising and/or Social Studio
    • Integrated Texting
  • Integrated Online Application and Payment
  • Automated Lead Conversion
  • Application Processing
  • SIS Integration
  • Dashboards and Analytics
Project Management
Career and Technical Education

Career & Technical Education 

We understand the complexities of managing corporate partnerships and evaluating student data to identify appropriate placements. Organizing the end-to-end communications with students and their families. Streamlining the logistics of the many of work-based learning offerings available to students. Let Salesforce help you provide equitable, purposeful and effective CTE opportunities to future generations.

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

Student Success

Implement a streamlined Student Success CRM on the Salesforce platform that is able to handle the complex processes necessary to successfully serve students. Whether you’re building a one-stop-shop, 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 long-term goals in mind.

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

Alumni & Donor Engagement

Our team knows K-12 institutions that engage their Alumni base, as well as Donors, to source funds and gifts have unique requirements of their Salesforce platform. We can help build the tools your team needs to grow your donor base, solicit gifts, implement the alumni engagement strategy you’ve always envisioned, 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 and Donations if Desired
    • Gift Processing
  • Bi-Directional SIS Integration
  • Dashboards and Analytics
  • Donation Summaries and Rollups

Let’s start a conversation.