K-12 Solutions
We’re here to make sure the Salesforce platform enables your team to do what they do best .
Student Enrollment
Make the enrollment experience simplified, automated and streamlined for your team and constituents. Gain insight about enrollees through real-time data capture 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.
- Integrated Online Application
- Enrollment Parent Portal
- Enrollment Application Review & Processing
- Multi-Channel Marketing utilizing Account Engagement (formerly Pardot) or Marketing Cloud
- 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 and 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.
- Corporate Partner Recruiting & Onboarding
- Work Based Learning (WBL) Opportunities
- Student Time Tracking
- Partner Visits & Feedback Tracking
- Industry Certification Tracking
- Concurrent Enrollment
- Pathway Management & Course Mapping
- Student Applications & Placement
- Integrated Communications
- SIS Integration
- Dashboards and Analytics
Student Success
Implement a streamlined Student Success solution 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 support 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.
- Advising Appointments
- Student Success Team Management & Success Plans
- Incident Tracking & Alerts
- Student Help Requests
- Mobile-First Experience for Students & Parents
- 360° View of Student
- Integration with SIS & Other District Systems
- Dashboards and Analytics
Fundraising & Alumni 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 that you’ve always envisioned, and automate operations.
- Donor Management & Communications
- Alumni Tracking & Engagement
- Moves Management
- Gift Processing & Donation Metrics
- Fundraising Events & Campaigns
- Multi-Channel Marketing utilizing Account Engagement (formerly Pardot) or Marketing Cloud
- Dashboards and Analytics
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