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Salesforce is a CRM (Customer Relationship Management) app that allows Higher education institutions to organize and visualize every happening with a student. Right from their grades, financial transactions and recruitments, everything can be monitored in a transparent manner through Salesforce. This article will help you to understand more about Salesforce Fundamentals and its importance in higher education.

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salesforce for higher education can do wonders

Salesforce For Higher Education Can Do Wonders

Salesforce is a CRM (Customer Relationship Management) app that allows

Higher education institutions to organize and visualize every happening with

a student. Right from their grades, financial transactions and recruitments,

everything can be monitored in a transparent manner through Salesforce.

This article will help you to understand more about Salesforce Fundamentals

and its importance in higher education. For a thorough understanding we will

cover the following topics in this article;

1.What is meant by CRM and Salesforce?

2.Importance and power of Salesforce for higher education.

3.The Impact of using Salesforce

4.5 Standard Objects of Salesforce

5.Benefits of using Salesforce

Higher education gives access to lots of betterment, both personally as well

as professionally. Let’s begin with some basic understanding about this

topic.

1.What is meant by CRM and Salesforce?

CRM- It stands for “Customer Relationship Management” and is a well-

known technology to help managing educational institutions every detail

about students, staff, alumni, guardians, parents, recruiters, employers, etc.

It provides ultimate ease in managing end-to-end functionality. It helps in

both internal management as well as external management.

Salesforce- This is a best CRM application that is being used by most of the

famous higher institutions to collect necessary insights from different

channels like social media and others. If you use this app then at any point

of time you can track your staff, students and other faculty members

personally. It is a centralized platform to view and manage your various

data. To use Salesforce you just need to have internet connection in your

device. You can either install its app or can open it in a web browser.

crm is not at all new in higher education plenty

CRM is not at all new in higher education. Plenty of universities have already

adopted and are using its app Salesforce majorly for managing their internal

as well as external management systems. You can use both departmental as

well as centralized CRM solutions.

Using Salesforce is cost-effective, time-consuming as well as hassle-free

solution to manage wide need of a complex academic community.

2.Importance and power of Salesforce for higher education.

Salesforce has been evolved as a centralized platform to view, create and

edit or update any type of data anywhere and anytime for keeping

customer’s engaged with one particular brand.

It has huge importance due to following reasons;

Organization- The unlimited amount of data for a simpler

accessibility.

Connectivity- It will connect your business to every single person

associated with the brand- It is a great way to be connected and

increase your brand’s popularity among current and past faculty

members, all students as well as alumni, parents, corporations, etc.

This also enables us to update and share all happenings, inventions,

etc to the entire community what can be best than

etc. to the entire community. What can be best than sharing your

success with every person once associated with you.

It helps to channelize the recruiting method- It helps to target

right student for the right job opportunity. Therefore saves ample of

time required to manually search students and help students to grab a

job faster.

Great for building long-term relationship- Salesforce allows you to

keep contact with all the alumni and shows that your relationship with

every student never ends with the end of their graduation. Long-term

relationship benefits students as well as educational organizations.

Therefore, adds a much needed lifetime value to this connection.

Engage students- Salesforce is also helpful for students to a great

level by engaging them with their education institution easily. They

gain better visibility than ever.

You can even send a personalized message on the institution’s

behalf- Salesforce allows to convey personalized messages or content

so that you can give equal importance to every single student.

3.The impact of using Salesforce

You will be more than happy to see various ways to implement as well as

reach boundaries for maintaining healthy relationships with students, staff,

etc. Some prominent impacts of Salesforce higher education are mentioned

below;

Powerful

Marketing

Easy

Highly

driving

ability

connectivity

at one

platform

Issue

Saves plenty

of time

resolution at

centralized

plaform

a effective and powerful marketing

a)Effective and Powerful Marketing. It is a powerful marketing for all

students, which can be done with a journey builder in the Salesforce.

This will improve the yield rates for sure.

b)CRM functionality can be best utilized by sales cloud. It is one of the

best ways to drive all alumni as well as corporate or private donors.

c)Volume of emails and phone calls can be reduced drastically by

connecting everyone in one platform and providing them all details

about fee structures, course details, dinning and many more.

d)It can be used as a centralized platform to resolve every issue within a

short period of time.

e)Automation has brought us a long way and we are now more efficient

for doing many tasks in a short period of time. Use of Salesforce in

higher education is a live example of this.

Higher education institute like ISBF is using it and you can see their

story in Salesforce website.

4.5 Standard Objects of Salesforce-

Contact

Leads

Accounts

Campaigns

Opportunities

i.

ii.

iii.

iv.

v.

i.

Contacts

Leads

Accounts

Opportunities

Campaigns

Contacts-It is generally referred as ‘Individuals’. This contact

option is used to save data about people of educational institute.

Be it a present student, an alumni, staff, parents or anybody

else you can save these individual s contact

else, you can save these individual’s contact information under

this tab.

Leads- It refers to all Potential customers. You can store the

information about people that can be interested towards your

institution. Be it vendors, students or donors, every info about

these prospects can be saved here.

Accounts- You can connect every individual with separate

account in Salesforce. In higher education, accounts of separate

departments, courses, etc. can be managed very well without

any hassle.

Opportunities- All of your financial transactions, i.e. the

transaction like tuition fees, donations, sales, etc. between

different contacts and accounts within the organization comes

under this tab.

Campaigns-

Campaigns

are

Happenings like recruitments, fundraising events, new student’s

enrollments, etc. can be referred as a call-to-action and stored

under Campaigns.

ii.

iii.

iv.

v.

all

about

“Call-to-action”.

In order to manage end to end process and happenings of a higher

education, Salesforce should be used effectively. It will not only help us with

automated marketing, customer relationship management, but also gives

plenty of advantages to gain new customers, maintaining good relationship

with all alumni, etc.

5.Benefits of using Salesforce

Track

Information

Easy

Organized

Accounting

Benefits

communication

Saves Time

There are a plenty of benefits that Salesforce users can enjoy. Have a look

at a few of them;

you can track customer s information easily

You can track customer’s information easily- Tracking all of the

details you need to keep your customer’s profiles was never so easy

before Salesforce came into the picture.

Organized accounting- Every single information of every single

customer you can have right at your fingertips. You can segregate

them into sections and keep them organized.

Save Plenty of time- the built-in calendar tools to better visualize

your schedule for the day, week, month, or year. That means you can

constantly stay on the ball through all of the steps in nurturing a

potential lead.

Easy communication- It gives a great opportunity to collaborate with

your team and communicate with everyone easily. Its Chatter will help

you in easy collaboration and increase productivity to a great level.

Chatter lets you keep your whole team focused on what they need to be

doing each day. That means you get better results and productivity from

your team every day.

Conclusion

We covered all aspects related to Salesforce by looking at its importance,

power, impact, 5 important factors as well as benefits. Its usage in higher

education is definitely filled with plenty of benefits.

Reference: http://www.sooperarticles.com/technology-articles/software-

articles/salesforce-higher-education-can-do-wonders-1628438.html