Salesforce Agentforce Education vs. SchoolAdmin

I would say it's suited for a higher ED or K through 12 use case. If you're tracking anyone who is a learner, I would say it's still applicable for non-degree learning experiences. So even if you don't have a four year degree granting institution, but if you're not doing education, that's probably where I would say it's not really for you. Right. There's other products, other verticals like nonprofit cloud or financial services cloud you'd want to look at.

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SchoolAdmin has been great to work with and the advantages of the product definitely outweigh the disadvantages. With the frequent turnover in admissions offices, it is nice to have a product that is simple to use, easy to train on, and easy to learn quickly. Also, customer support has been great, and we really put them through their paces and they never complain. They also use their support team to help train you - not just give you a fish, but teach you to fish so you can problem solve on your own.

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• 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.

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• The online application and checklist - because it is highly customizable, fairly intuitive, and quite effective for managing all the moving parts of our application process.
• The online enrollment checklist, forms, and contract - because of the level of customization, the level of professional appearance, the ease of tracking and managing students in the enrollment process, the integration it provides to our FACTS billing and payment system.
• The communications system - because of the possibilities for both internal and external communications are so vast, the ability to produce highly customized, personalized, and segmented emails, text messages, and/or physical letters, and the relative ease of use.

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• I think the display of the cloud for students can seem a bit intimidating at first.
• I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
• Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.

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• Not as flexible as we sometimes need the features to be.
• Data and historical information is not terribly accurate, which means we cannot use it for reporting.

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It can be extremely user friendly and customizable - if you have the skills to do that. There are features - like records related opening in sub tabs - that make work more efficient. There is a definitely a steep learning curve when it comes to becoming a salesforce admin though.

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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.

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Salesforce has many more options, functionality, and can provide real time dashboard reports from the homepage. Provides a quicker search functionality and merges all information for other areas of the company into a concise summary. Report functionality is very intuitive and with basic understanding, users can build their own graphs and dashboards to help visual important data.

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Blackbaud's enrollment management product, OnBoard, was extremely clunky and did not support an online review process. The CRM was also not great. The only benefit of it was that it was a seamless experience, as Blackbaud is our academic software. The import/export from SchoolAdmin into/from Blackbaud has been no problem.

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• 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.

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• Customer satisfaction with our CRM is up.
• Completion of applications is up.
• Office use and satisfaction with the product internally is way up!

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