college graduation education sector

Gain a unified view of prospects, students, faculty, alumni, and affiliates with Salesforce CRM for Education, connecting all data at every touchpoint.

TechMatrix Consulting offers top-notch CRM development and integration services for universities and schools. We specialize in implementing and integrating Salesforce across service, marketing, sales, and portal clouds, delivering a personalized and connected experience within educational institutions. From pre-recruitment and record tracking to alumni engagement, we provide exceptional Salesforce implementation services at competitive prices with dedicated team support.

college students lectures

Importance of Salesforce CRM in the Field of Education

  • connecting peoples

    Connecting Prospects

    Education CRM is designed to streamline recruitment and admissions processes effortlessly. Your organization will gain comprehensive insights and experience increased recruiter productivity while enhancing brand awareness.

  • campus recruitment

    Campus Collaboration

    Foster a good bonding amongst the students and give them a seamless on-campus experience by promoting excellent collaboration. Salesforce CRM will ensure that everything stays connected and runs smoothly in your institution.

  • monitoring students record

    Monitoring Students

    Maintain a comprehensive record of student activities to create a clear view of the student community. This enables authorities to proactively address and resolve all student issues efficiently.

  • university alumni

    Alumni & Donor Relationship

    Salesforce CRM facilitates the connection between the alumni body and potential donors. Institutes can easily promote fundraising, view donor information, and track personalized communication across various channels such as websites, social media, and email.

Steps in Implementing CRM Solutions for Schools/Universities

Here’s how we can help you transform and grow your business:

  • Marketing Automation Tools

    Marketing Automation

    Marketing automation is implemented to map student journeys, track budgets, manage campaigns, enhance social marketing, deliver personalized messaging, and more.

  • free automation software

    Enrollment Automation

    This feature automates the student enrollment process from the pre-lead stage to conversion, streamlining the marketing and sales journey.

  • importances budget management

    Budget Management

    In this step, we handle budget management, funding, and budget tracking, as well as sending project updates to sponsors.

  • Loan Management

    Loan Management

    This feature aids the loan management process, overseeing applications from initial submission through approval, and streamlining interactions with both internal financiers and third-party partners.

  • Student Personal Details

    Student Persona

    Gathers detailed information about a student, including their profile and past records, by consolidating data from multiple systems.

  • Reports / Results

    Reports

    Utilizing our reports and dashboards for the systematic distribution of student data provides authorities with a clearer understanding while enhancing engagement.

  • Fund Raising sources

    Fund Raising

    Organizing fundraising initiatives within the campus and using custom external portals for supporting fund raising events and donation collection

  • Alumni Portals

    Creating well-formed Alumni Portals to engage and collaborate with alumni through newsletters, online forums, discussion boards, ideas, donations.

  • System Integrations

    Integrating systems with on- premise and cloud applications using various technically advanced tools along with error handling.

  • large data migration

    Large Data Migration

    Large Data Migration or content migration

  • Manage Affiliations

    Manage Institutional Affiliations through an institutional portal, and connecting students & applicants to these institutions for promoting interpersonal relationships and gaining affiliations

Need Our Assistance?

TechMatrix is founded by a team of dynamic and high-spirited entrepreneurs who are pioneers in the Cloud Computing space. It has successfully contributed to running and supporting different business organizations for several years

We are just an
email or Call away!

Benefits of Our Salesforce CRM for Education Industry

  • Information about all Stakeholders

    Salesforce Education Cloud consolidates all valuable stakeholders’ interactions like prospective students, present students, donors, alumni & affiliates in one platform. It centralizes all relevant information from different sources using different modern age devices and cloud technology.

  • Student Support

    Our tailored solutions help schools and universities enhance student engagement, provide unified advising, streamline services, and facilitate access to various career opportunities. Additionally, they enable institutions to understand student personas and interact with them on their preferred devices.

  • Simplifying Recruitment

    All recruitment process data is consolidated and stored in one location. Utilizing cloud technology in recruitment and admissions enables organizations to provide effective outreach and connect with qualified students.

  • Well-established Communications

    Sending timely messages to stakeholders, students, faculty, and prospects leads to more engaging results. The education cloud empowers institutions and streamlines operations for both students and teams across the campus.

  • Relationship Building

    With the help of the education cloud, you can monitor students, faculty, alumni, and donors while engaging and nurturing them. It also facilitates major grants and online fundraising, provides customized engagement, enhances reporting with AI, and fosters strong relationships.

  • Collaboration in Campus

    Schools and universities have numerous departments that must collaborate to ensure smooth operations. Salesforce Education Cloud offers a seamless experience for students by connecting, engaging, and fostering collaboration among all departments.

Profitable Outcomes of Education Cloud

Explore CRM Solutions for Other Industries

TechMatrix is a one-stop shop for Salesforce CRM Solutions pertaining to different industry verticals. We help you achieve exponential results and excellence in transforming the CRM system in your chosen business industry.

Contact us


X

Call us now +65 6224 8246 +91-8826286801 +1 479 409 4527