Interfolio Dossier vs. Salesforce.org Education Cloud

This product has always performed excellently since our documents are secure. It enhances electronic signature to ensure there are no cases of forging documents that are shared across the entire enterprise. It tracks all documents to ensure that they land at the right destination and no cyberattacks. It easily integrates with email to enhance reliable communication and provide notifications to our clients during marketing campaigns.

Incentivized

It is most suited for those within the education industry. For students and staff in particular, the Education Cloud allows seamless connectivity between each person and helps students stay on task. It can be very overwhelming as a student to have so many responsibilities in different areas, so Salesforce does a great job of offering many features that ease this process.

Incentivized

• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

Incentivized

• It’s hard to run reports or create working “views” for Enrollment/Student Advisor teams that include both Leads and Contacts in the same report.
• Some fields do not map from Lead to Contact object. When a student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
• Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.

Incentivized

It was really so easy to sign up and get going with the whole process

Incentivized

People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

Incentivized

I have not worked with a similar document management platform. My experience with Dossier has been great and all our document-based programs have been achieved. It has the audition capability that has helped us to monitor the management processes of all documents. It arranges all files following the right protocol to enhance faster access and save time for accessing workloads. The customer team is always ready to offer any assistance when contacted.

Incentivized

I have not used similar products and I am new to this role. Salesforce has been very easy to learn and I appreciate the support and ability to access the platform when I need to. I was able to easily learn the program and become skilled in what I needed to do. It also made the transition to digital forms quite easy

Incentivized

• Positive: Our entire company is more aligned because while still complying with FERPA, the right people have access to student records while also having the correct permissions.
• Positive: we can integrate with our partners who also use Salesforce, while still complying with FERPA.
• Negative: we've needed to hire a Salesforce Development team with multiple people to accurately customize the tool to work for us.

Incentivized