Salesforce For Higher Education Can Do Wonders

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Salesforce For Higher Education Can Do Wonders
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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. We will cover the following topics in
this,presentation

• What is meant by CRM and Salesforce?
• Importance and power of Salesforce for higher
  education.
• The Impact of using Salesforce
• 5 Standard Objects of Salesforce
• Benefits of using Salesforce

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Higher education gives access to lots of
betterment, both personally as well as
professionally. Lets 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.
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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.
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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. Salesfo
rce has been evolved as a centralized platform to
view, create and edit or update any type of data
anywhere and anytime for keeping customers
engaged with one particular brand.
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Continued- It has huge importance due to
following reasons Organization- The unlimited
amount of data for a simpler accessibility. Connec
tivity- It will connect your business to every
single person associated with the brand- It is a
great way to be connected and increase your
brands 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.
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Continued- 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.
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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
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• Continued-
• 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.
• 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.
• 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.
• It can be used as a centralized platform to
  resolve every issue within a short period of
  time.

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• Continued-
• 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.

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• 4. 5 Standard Objects of Salesforce
• 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
  individuals contact information under this tab.

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• 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 all about
  Call-to-action. Happenings like recruitments,
  fundraising events, new students enrollments,
  etc. can be referred as a call-to-action and
  stored under Campaigns.

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5. Benefits of using Salesforce You
can track customers information easily- Tracking
all of the details you need to keep your
customers profiles was never so easy before
Salesforce came into the picture.
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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.
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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.
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Thank You
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