Salesforce for Higher Ed combines the Salesforce Lightning Experience with HEDA (Higher Ed Data Architecture), providing a cloud platform supporting student management and engagement, admissions and academics, and other higher ed administrative support functions.
N/A
SchoolAdmin
Score 8.0 out of 10
N/A
SchoolAdmin helps private K-12 schools recruit, enroll, and retain more students through its software and award-winning customer support team. Headquartered in Austin, Texas, SchoolAdmin boasts their software is used by 500+ of the world’s most successful schools, big and small. SchoolAdmin’s mission is to help private schools—and the people who run them—thrive. SchoolAdmin is now part of Finalsite, since the March, 2021 acquisition.
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.
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.
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.
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.
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.
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
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.
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.
