K-12 Solutions
We’re here to make sure the Salesforce platform enables your team to do what they do best .
Registration & 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.
- Applicant 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
- Application Processing
- SIS Integration
- Dashboards and Analytics
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
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
Fundraising & 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
Grants Management
A fully native solution to support your inbound and outbound grant management efforts. Whether you’re looking to distribute funds through an outbound grant process or track funding through inbound grants, the ability to seek out or provide funds is managed in one place.
- Grant Submissions
- Action Plans
- Staff Evaluation & Scoring
- Drive Integration for Grant Deliverables
- Activity tracking
- Outlook/gmail integration
- Budget Planning & Award
- Proposal Tracking
- Fund Tracking & Requirements
- Funding Allocation & Categorization
- Allocation Reporting
- Deliverable Report Reminders & Review
- Communications & Compliance
- Application Renewals
- Comprehensive Reports & Analytics