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Filter 16 vetted Salesforce.org Education Cloud reviews and ratings
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March 20, 2020
We consult with clients on their CRM needs and implement Salesforce EDA if it is a good fit for their needs. Other options may include the other nonprofit offerings from Salesforce (formerly Salesforce.org).
- Extensibility - Implement your custom needs in the database.
- Scalability - Your database grows with your student/alumni population.
- Integration - Integrate with your SIS via many middleware.
- Reporting - All of Salesforce's reporting capabilities.
- Reports - Comes with no out of the box reports.
- OOB functionality may be limited - important to have folks with experience customizing EDA to an organization's needs.
- Upfront cost - Implementation services (either a hired team or consultants) is imperative to make it work.
October 30, 2019
SFDC is a cloud-based platform that helps educational institutions with recruiting, admissions and student engagement. I have used it when managing our portfolio of active and possible accounts. Particularly strong if the university or organization is using it for admissions and recruiting purposes. It is a fantastic platform for this use case and the sales and marketing department overall.
- Completely customize our org the way we need it to function.
- The amount of flexibility and potential for integration is staggering.
- The consistent new product is very intriguing and has us considering how we could roll out Salesforce elsewhere.
- The platform is massive making it hard to make decisions at times.
- It can be a bit challenging for new staff and team members to learn.
- Creating reports can be challenging the first time around.
July 18, 2019
SF for Higher Ed is used at my former employer to manage incoming leads throughout the sales cycle. New student inquiries would come in through SF and then move through the enrollment process. They would then be managed by their academic advisor and SF housed their grades and attendance throughout their time as a student.
- Manage grades.
- Manage leads through enrollment cycle.
- Manage attendance.
- Provide more insight into leads.
- When something is modified by another while you're modifying it, it will not save.
- Requirements to move on with opportunities can be confusing.
January 14, 2019
Salesforce for Higher Education is the primary CRM for enrollment management, student retention, academic support services, and residence life staff. It functions as the primary one-to-one student communication tool for revenue generation reliant on incoming student tuition to fund 90% of the university budget. Built to serve the entire institution, Salesforce for Higher Education has gradually been rolled-out to areas of the university needing a CRM tool.
- One-to-one communication for all higher education constituents.
- Relationship networking to identify potential contact and organizational affiliations.
- Data collection and analysis of student engagement history.
- Lack of university advancement data architecture.
- Data storage needs to grow exponentially as the database size grows quickly.
- Salesforce development is so rapid it is difficult to keep up on new features and opportunities to maximize efficiency.
January 18, 2019
Who uses it and for what:
- Enrollment: for tracking leads, recording all conversation information/notes, and ensuring their applications are complete.
- Student advisors: once students are enrolled, they use the Contact and Opportunities objects to track student success in their programs, also recording all conversation information/notes.
- Account management: our account managers track holistic student success data to track account health.
- Management/leadership: we are a company driven by our student's success. We use Salesforce for Higher Ed to know how we're performing as a company. Our students' success is directly our success.
- Track groups of students via an individual object: via lead or contact, but not by tracking students via both.
- Compare the performance of your team members via reports and dashboards.
- Limit permissions of people or groups of people.
- 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.
January 08, 2019
Salesforce for Higher Ed is currently being used for all of our enrollment management needs across both our undergraduate, graduate and adult education departments. This is being used for enrollment and marketing services for all of these programs. We were previously using another CRM, Hobsons, but discontinued that in late 2015 and haven't looked back.
- 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.
- The administration is a full-time job for one or more people.
- Can be somewhat confusing for non-technical staff members.
- Expensive when you factor in other components and all that goes into the CRM.
Salesforce.org Education Cloud Scorecard Summary
What is Salesforce.org Education Cloud?
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.
Categories: Higher Education, Student Management
Salesforce.org Education Cloud Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |