Salesforce.org

Salesforce for Higher Ed


4.5 / 5
6 reviews

Who Uses This Software?

Cloud-based platform that helps educational institutions with recruiting, admissions and student engagement.


Average Ratings

6 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $36.00
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Salesforce.org
  • www.salesforce.org
  • United States

About Salesforce for Higher Ed

Cloud-based higher education data architecture (HEDA) platform that helps educational institutes with student lifecycle management.


Salesforce for Higher Ed Features

  • Admissions Management
  • Alumni Management
  • Assessment Management
  • Curriculum Management
  • Faculty / Staff Management
  • Financial Aid Management
  • Fundraising Management
  • Housing Management
  • Scheduling
  • Student Information / Records
  • Student Portal
  • Application Management
  • Assessment Management
  • Candidate Management
  • Colleges / Universities
  • Evaluation Management
  • Fee Management
  • Financial Aid Management
  • Forms Management
  • K-12
  • Recruiting Management
  • Scoring
  • Self Service Portal
  • Event Management
  • Fundraising Management
  • Jobs Board
  • Mailing List Management
  • Member Accounts
  • Member Communities
  • Member Directory
  • Member Portal
  • Membership Management
  • Website Management

Salesforce for Higher Ed Reviews Recently Reviewed!


Capterra loader

A game changer for higher ed recruiting and admissions

Mar 05, 2019
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: We use a customized 3rd party version of Salesforce within the Higher Ed space - primarily for graduate recruiting and admissions, as well as marketing. Salesforce, while a sales platform, is versatile enough to allow us to completely customize our org the way we need it to function. We keep track of prospective applicants, run our info sessions as campaigns, and have even built our application using Salesforce site pages. The amount of flexibility and potential for integration is staggering. We are not full on the HEDA model, yet, but are moving in that direction. In addition, the products being rolled out for Higher Ed such as Adviser Link are very intriguing, and have us considering how we could roll out Salesforce to other units in our grad school.

Cons: Salesforce in general is a huge platform, and can be a bit challenging for new staff to learn. In addition, because of the customization and natural deviation away from a sales-based mentality in order to get it to work for Higher Ed, Salesforce can quickly accumulate layers and layers of settings, permissions, etc.

Great Platform; Detailed Reporting Capabilities

Nov 08, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I appreciate how clear and easy the layout of everything is. Users are able to categorize each prospective student by the stage they're in. The reporting capabilities are incredibly helpful. Users can generate specific reports on basically anything regarding prospective students. Additionally, the platform has attractive visuals (graphs and more) to track each recruiter's progress.

Cons: While the capabilities of the report-making are great, the initial creation of the report can be tricky. I sometimes feel like I'm writing algebraic equations when creating a new report. This isn't always the case, but training new hires how to create new reports is probably the most time-consuming part of our CRM training.

A steep learning curve

Jul 31, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Pros: SalesForce gives the potential to be a company-wide CRM, rather than a CRM just for Admissions. This is something we would like to do and have started working toward. This is SalesForce's largest benefit over many other popular Higher Ed CRMs.

There is a lot of potential here and I am pleased with a lot of the features, though there are some ones that feel basic that are missing.

Cons: The data architecture is very convoluted and there is a very steep learning curve. It is clear when using SalesForce as a CRM tool for Higher Ed, that it was not built for Higher Ed. Despite that, it is still a strong solution.

The other biggest pain point is responsiveness and slowness. The UI (ironically called Lightning) is incredibly slow which makes working on configurations very time-consuming for System Admins.

Super agile and flexible to meet our needs. Very user friendly.

Dec 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software allows for us to have one platform that scales across the organization. This allows us to build a real view of the student across all departments. This improves communication and allows us to also shorten staff training time when employees move from one area of the organization to another. So far, our biggest limitation is our own creativity. We have soo much we want to keep implementing that we haven´t completed it all yet. We already have full recruitment, marketing, admissions online and now are adding in Financial Aid Requests, and internal processes.

Cons: It is so flexible, sometimes we do things that are good "in the moment" but later have to be fixed because we weren´t forced to think about them too much.

Easy to use

Jul 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Once you learn how to use it~ it is so easy. Being able to access a student page and knowing all information is there for the student on his contact or application page helps with ease. Report building is relatively easy too.

Cons: Usually when I get "tripped up" it is my own error. Knowing the language of the reports is where this usually happens.

Overall: Ease and volume of work I am able to accomplish because the software is so productive to the work we do.

Salesforce CRM

Aug 09, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the ability to track all the student data from inception as a prospect through to alumni and potential donor.

Cons: How it is structured to be student centric. When using it to look up data as application, attachments etc it is cumbersome with many steps.

Overall: We had a long learning curve because the axiom did not function at all with our SIS and data had to be manually implemented for 5 months. To be fair the implementation was also not handled the best. Once we got all the components speaking between the software program it is a powerful tool. Again the way it is arranged is better as a communication tool and trying to adapt it to applications for university is not as user friendly.