Elevate the Academic Experience with the Power of Salesforce
Get a unified view of prospects, students,
faculties, alumni, and affiliates. Salesforce CRM
Management for Education enables you to connect
all information at every touchpoint
TechMatrix Consultancy provides the best Salesforce development and Integration services for Universities and
Schools. We help educational institutions in implementing and integrating Salesforce for service, marketing,
sales, and portal clouds. This in turn creates a personalized and connected experience within the
organizations. From pre-recruitment, tracking records, to alumni experience for students, we are the best for
Salesforce Implementation services at an unbeatable price and prudent team support.
Importance of Salesforce in the Field of Education
Connecting Prospects
Education CRM software is meant to support institutions in facing the recruitment and admission processes
without any problem. Your organization gain complete insights, and witness increased recruiter
productivity by improving brand awareness.
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
Keep a complete record of student activities to helps create a transparent view of the student
community. The authorities can, thus, proactively extend their services to resolve all student issues
smoothly.
Alumni & Donor Relationship
Salesforce CRM helps to connect the alumni body with the prospective donors. Institutes can promote fundraising, view donors, and track personalized communication across various channels like website, social media, email, and mobile in an easy way.
Steps in Implementing CRM Solutions for Schools/Universities
Here’s how we can help you transform and grow your business:
Marketing Automation
Marketing Automation is done
to map student journeys,
budget tracking, campaign
management, social
marketing, personalized
messaging, and more.
Enrollment Automation
This feature automates the student enrolment procedure from the pre-lead to the conversion stage through
the marketing & sales process
Budget Management
In this step, we take care of budget management, funding, budget tracking. and also send project
updates to sponsors.
Loan Management
Managing loan applications either
from internal financiers or 3rd party
partners for loan approvals.
Student Persona
Deriving every detail about a student, from persona to his/her old records by aggregating data from
different systems
Reports
Use of well-sorted reports and dashboards for systematic distribution of student data. This gives
better understanding to authorities and promotes engagement
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 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 specially designed customized solutions enable schools and universities to accomplish student
engagement, deliver unified advising, streamline services, and unlock access to different careers. They
can also know about student personas & engage them on their preferred device.
Simplifying Recruitment
The entire data of the recruitment process is consolidated and stored in one place. The use of cloud facility in the process of recruitment & admission help organizations in delivering relevant and good outreach to the able students
Well-established
Communications
Sending timely messages to stakeholders,
students, faculties, and prospects result in
engaging outcomes. Education cloud
empower institutions and streamlines
operations for students & teams across a
campus.
Relationship Building
You can keep track of your students,
faculties, alumni, donors with the help
of education cloud and engage & nurture
them. It also helps in driving major grants
& online fundraising, customized
engagement, enhanced reporting with AI
& nurture relations.
Collaboration
in Campus
There are so many different departments
in schools & universities that need to work
together to make everything run
smoothly. Salesforce Education Cloud
provides a smooth experience to the
students as all departments are
connected, engaged and collaborative
Profitable Outcomes of Education Cloud
60% reduction in
Information-Technology
cost
80% improvement
in staff productivity
40% increase in
student engagement
Increase in
admissions
Increase in alumni
and donor involvement
and funds
X
Contact us
X
Call us now+65 6224 8246+91-8826286801+1 479 409 4527