Salesforce For Higher Education Can Do Wonders

1. 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.

2. 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,

3. 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

4. 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

5. 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;

6. 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