Salesforce
for Education

Salesforce education solution to boost enrolment management and student retention.

automative

Boosting efficiency
in Education

Cut down manual work and allocate more time on building better relationships across prospects, students, alumni, and staff with Education CRM. Deliver personalized student experience. Engage more prospects in admission programs. Create journeys and provide alumni with all necessary information. Choose Marketing Cloud to accelerate marketing activities. Track students’ lifecycle via Salesforce for higher education to enhance enrolment and create a connected campus by bringing together education data through system integration.   

Cut down manual work and allocate more time on building better relationships across prospects, students, alumni, and staff with Education CRM. Deliver personalized student experience. Engage more prospects in admission programs. Create journeys and provide alumni with all necessary information. Choose Marketing Cloud to accelerate marketing activities. Track students’ lifecycle via Salesforce for higher education to enhance enrolment and create a connected campus by bringing together education data through system integration.   

Salesforce Features for Education

Let us know about your project requirements for Salesforce education, and we'll schedule a convenient time to talk about timelines, budgets, and the necessary next steps.

Lead Scoring

Implementation of the lead scoring technology using Sales Wings integration. A custom tracking add-on is aimed to use predictive activity scoring to allow sales teams to track and qualify the hottest leads. Metrics are used to engage contacts in nurturing programs.

Email/Mobile/Web Studio

Feature of Salesforce Marketing Cloud that allows to engage with their customers through SMS. Email Studio helps to reach and engage customers by building custom email templates. Web Studio enables to create dynamic web and landing pages using the Salesforce platform. Enhance marketing and generate more inbound leads with Marketing Cloud Studios.

Application Management

To streamline admissions management processes. An application management system allows managing and tracking applications with ease, thus accelerate enrolment processes. Drive recruitment and admissions applications smarter and faster using the Salesforce CRM for education.

Inbound Lead Generation

To improve lead nurturing campaigns, track prospects and qualify them to achieve the goal of transforming leads into opportunities. Build a strong pipeline of opportunities to convert more sales and close deals faster.

Integrations

Integration with Salesforce Lightning Scheduler to organize meetings with enrolees and program managers. Salesforce Marketing Cloud integration to conduct marketing campaigns among enrolees before interested in admission programs but missed the time to reach managers. Integration with 3rd party system to record the results of online testing.
Implementation and configuration of the datorama reports solution for Marketing Cloud to deliver custom analytics. Datorama reports empower to generate, view and share a detailed analysis of email, push and campaign data. Advanced a premium upgrade includes more features, functionality and analytics.      

Datorama Reports

Implementation and configuration of the datorama reports solution for Marketing Cloud to deliver custom analytics. Datorama reports empower to generate, view and share a detailed analysis of email, push and campaign data. Advanced a premium upgrade includes more features, functionality and analytics.

Reviews

Join 250 + companies who’ve reached Salesforce bliss with Routine Automation
simple
Ivan Gammel Dr Smile | СТО
star star star star star
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.

Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.

simple
Ivan Gammel Dr Smile | СТО
star star star star star
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.

Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.

simple
Ivan Gammel Dr Smile | СТО
star star star star star
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.

Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.

simple
Ivan Gammel Dr Smile | СТО
star star star star star
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.

Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.

simple
Ivan Gammel Dr Smile | СТО
star star star star star
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.

Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.

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Benefits for Education

Let your educational institute achieve the best results with CRM for the education industry

Benefits for Automotive
Increased sales
Boosted inbound lead generation
Customer experience improvement
Enhanced lead nurturing
Partnerships & new dealer programs acceleration
Improved email marketing strategy
Reduced workload
Streamlined application management

Salesforce for
Education FAQ

If you still have questions, please open one of them. We’ve got answers:
What is CRM for Higher Education?

Higher education CRM is a software to improve relationships across educational administrative staff, professors, students, alumni, enrollees and others by providing a full-cycle view of students, engaging enrollees in marketing programs, delivering better education experience and reducing administrative staff workload with automation.

Is Salesforce for Education?

Salesforce Education is a customer relationship management solution built on a Salesforce platform that helps to increase enrolment rate, improve students’ experience and boost nurturing by implementing and configuring Salesforce solutions.

What is the definition of Salesforce Education Cloud?

Salesforce Education Cloud is a cloud-based technology invented by Salesforce that provides features and adds-on to build a connected campus through integration across all departments to accelerate and facilitate educational management works.

Why do we suggest choosing a Salesforce Partner?

A Salesforce Partner assumes obligations to perform the work efficiently and on time. The Routine Automation team has deep expertise in cooperation with educational institutes and organizations. Explore more about implemented solutions in our case studies.

Which services does a Salesforce Partner provide to educational institutions?

A Salesforce Partner provides many services related to the Salesforce CRM from gained expertise: solution implementation, integration with 3rd party systems, data migration custom development, AppExchange consulting & product development, etc.

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