Education institutions usually hold more data about a student than any commercial business holds about a customer, and can usually do less with it. Admissions, financial aid, advising, student life and advancement each run their own system, so nobody sees the whole student. The institutions pulling ahead have made the student record singular, and made it available to everyone who touches that student.
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A Salesforce Consulting Partner since 2017, with 150 Salesforce certifications on the team.
Integration between SIS, LMS and CRM so admissions, advising, financial aid and student life work from the same record rather than their own copy.
Inquiry capture, automated nurture, application tracking and yield management, with response time treated as the metric it actually is.
Behavioural and engagement signals surfaced between deposit and census, and again each term, so intervention happens while it can still matter.
Advisor caseloads, alert routing and intervention tracking built around early signals rather than posted grades.
Constituent records connecting engagement, event attendance, volunteering and giving, so cultivation is informed by more than the last gift.
Portals and communications built to WCAG from the start, with accessibility checked as part of the release rather than audited afterwards.
The technology and process challenges that come up in nearly every engagement we run in this industry.
The SIS, the CRM, the LMS, financial aid, housing and advancement each hold part of the record. Nobody sees the whole person, which is exactly what advising requires.
Inquiries arrive around the clock and get answered in business hours, days later. The institution that replies first is often the one that enrolls.
Between deposit and first day, students quietly disappear. Without behavioural signals, nobody knows until the census.
Advisors find out a student is struggling when the grade posts, which is one term too late to change the outcome.
Alumni records decay quickly, and giving history rarely connects to the engagement history that would explain it.
Digital accessibility gets audited once, remediated, and then drifts as new content is added.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
Education record privacy, disclosure logging, directory-information handling and role-based access to student data.
Financial aid eligibility evidence, satisfactory academic progress records and program participation documentation.
Case intake, confidentiality controls and the recordkeeping those investigations require.
Digital accessibility for portals, forms and communications, tested as part of release rather than audited afterwards.
Campus incident recording, timely warning workflow and annual security report evidence.
Lawful basis, consent capture and data subject rights for students recruited from the EU and UK.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Inquiry capture, nurture, application tracking and yield management.
Unified student record, early alerts, caseload management and intervention tracking.
Constituent records, engagement scoring, campaign management and giving history.
Journey-based communication across prospective, current and former students.
Enrollment funnel, retention and advancement reporting on one data set.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Assessment across recruitment, student success and advancement.
Defined builds for admissions, advising or advancement.
Ongoing administration across the academic calendar.
Senior technology leadership for institutions without a CRM owner.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
A reference architecture for resolving SIS, LMS, CRM and advancement records into one student identity.
Our approach to surfacing pre-enrollment disengagement signals early enough to act on them.
A framework for turning behavioural signals into routed, trackable advisor interventions.
A blueprint for carrying one person from prospective student through alumnus without breaking the record.
The Salesforce products and services we use most with education clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How colleges, private schools and training providers use Education Cloud for admissions, advising and advancement, with SIS integration, consent design and a practical phase one.
Read the full post →Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →For most institutions, yes, because Education Cloud provides a data model for students, programs, applications and advising that general-purpose clouds lack. Marketing Cloud handles recruitment and alumni communication, Service Cloud supports student service centers, and Experience Cloud powers applicant and student portals. Schools and continuing education providers may need a lighter footprint. We start from the lifecycle stages you most want to manage, whether recruitment, retention or advancement, and phase licensing around them.
The student information system stays authoritative for enrollment, grades and academic records, and Salesforce receives the subset advisors, recruiters and staff need. Learning management system activity can feed engagement signals, while financial aid and housing systems contribute status updates. We agree on a single student identifier across systems before integration begins, since mismatched identifiers are what fragment the student record. Cutover timing should respect the academic calendar, avoiding registration and census periods.
FERPA governs access to and disclosure of education records, so your Salesforce design should give each role only the student information it has a legitimate educational interest in. That usually means restricting academic and disability-related data, respecting directory information opt-outs in communications, and logging access. AI features need the same boundaries. Your registrar and general counsel should confirm how FERPA and any state student privacy laws apply to each workflow.
Agentforce can answer common applicant and student questions outside office hours, covering deadlines, application status, required documents and financial aid next steps, and hand off to staff when a question is personal or complex. For advisors, an agent can summarize a student's engagement and flag early signs of risk. Answers must come from approved, current content, so we build knowledge upkeep into the operating process rather than treating it as a launch task.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
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