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Salesforce HEDA - Liberal Arts College
January 15, 2019

Salesforce HEDA - Liberal Arts College

Nathan Baker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce for Higher Ed

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.
  • Increase in student enrollment cohort class.
  • A significant increase in the number of one-to-one student touchpoints via email, text, and phone calls in the student recruitment process.
  • Improved data collection for student retention data analysis.
Salesforce for Higher Ed is well-suited for a higher education institution with an existing ERP but without a full-scale CRM tool to communicate one-on-one with constituents. It is ideal for de-centralized IT operations to quickly upscale operations across multiple departments and institutional functions. Salesforce for Higher Ed may be difficult to implement without university governance on data and communication strategy.