Customer Relationship Management, or CRM, is a big leap forward for many education institutions.
After implementing CRM solutions with campuses for more than 15 years I’ve learned that managing the many involved constituents can be challenging and siloed. Campuses may have thousands of unique constituents with a multitude of personas—staff, faculty, students, parents, community members, donors, etc.
Breaking down these silos can deliver rich sets of data that institutions can then mine for long-term growth and success. There are also a number of business processes in all departments—including admissions, student success, alumni relations, and advancement—that make working with the data so much more interesting and beneficial to the institution. As more education institutions, like our client, Fordham University, transform their processes to manage constituents like customers, it’s become imperative that we deliver solutions that are both modern and mobile.
Do More with Salesforce—Modernize Your Institution
Salesforce introduced the new Education Cloud at the 2023 Education Summit in April to address the complicated need for better engagement, improved business processes, and modernization.
The expert Attain Partners team dove in immediately to explore and learn everything about the newest cloud in the Salesforce ecosystem. We’ve even implemented the new Salesforce Education Cloud for a few customers! We could not be more excited about this new tool to help us improve and modernize data and business processes for our education clients.
The new Salesforce Education Cloud is not a collection of applications as it once was, but a platform of capabilities, a data model, and specific functionality serving education institutions. It is now a full-fledged ‘industry cloud’ joining the many other clouds available from Salesforce. From recruiting to alumni management, the new Education Cloud delivers a unique and modern “consumer-like” experience and a set of tools that helps ensure successful digital transformation, regardless of where an institution starts its Salesforce journey.
Seven Insights About the New Education Cloud
Education Data Foundation: Education Cloud provides an entirely new education architecture called Education Data Foundation that includes key data elements, such as persons/relationships, constituent roles, learning structures, courses/offerings, institution structure, academic periods, and learner profiles.
Customer-Centric Approach: Education Cloud leverages person accounts (like other Salesforce industry clouds) embracing a customer-centric rather than organization-centric data model—enabling true one-to-one engagement.
Common Capability Model: Education Cloud delivers a common capability model including household, consent management, application management, appointment scheduling, program management, case management, and student profile.
Best-of-Breed Features: Education Cloud leverages some best-of-breed capabilities from other industry solutions including care plans, interest tags, document generation, and activity timelines.
Composable Components: Education Cloud is built using “composable components,” which are a set of interoperable building blocks that can be interchanged with ease and simplicity.
OmniStudio: Education Cloud leverages OmniStudio, a tool to build some of the most modern interfaces and a business rules engine that automates logic and decision-making.
Core Development: Best of all, Education Cloud is part of the core development of Salesforce. This means innovation will be happening with even greater alacrity leveraging a much larger engineering team.
Please do not hesitate to contact the Attain Partners team to discuss how we can empower your institution to meet your constituents where they are. As always, we will continue to share our expert insights to help all institutions make the most of Salesforce and better serve their constituents.
Attain Partners – Salesforce Experts
Regardless of whether your organization is just beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.
About the Author
Susan Tobes is the Managing Director, Strategic Growth for Attain Partners and is responsible for supporting the expansion of the firm. Bringing more than 35 years of technology experience to this important role, she combines her technology services and sales expertise to deliver impactful and lasting results to our customers. Her steadfast desire for customer success drives everything she does.
At Attain Partners, Susan plays an instrumental role in the strategic initiatives that build and grow the organization, including securing several new key partnerships, building a strong team, and elevating the firm’s position in the market.
Before joining Attain Partners, Susan was VP of Business Development at other professional services firms. Prior to that, she enjoyed over 10 years of working in IT leadership roles in the private and public sectors. Susan also ran her own Microsoft ERP implementation firm, in addition to enjoying tenure at Apple Computer, Informix Software, and Silicon Graphics.
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