Maximizing Salesforce for Higher Education

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Salesforce Higher Education institutions have grown to the largest Customer Relationship Management (CRM) in the industry. As Colleges and Universities continue to gather large amounts of data, utilizing this information to make accurate, informed decisions to improve their Student Lifecycle Management and enable student success through streamlined data consolidation, reporting, and analysis.  

Higher education institutions often struggle with administrative inefficiencies due to fragmented data systems and manual processes. It is not uncommon for departments to have fragmented processes, shadow database systems, and individual approaches to student engagement and success. This can lead to errors, increased operational costs, and reduced productivity by having duplicate systems spread out among various departments.  

Our consultants bring in-depth knowledge of the nuances of Salesforce and the Higher Education industry. This enables us to implement new Salesforce Education Cloud solutions, or tailor existing applications to align perfectly with your institution’s overall mission and goals. We begin by understanding your unique business challenges, goals, and processes. Then, we craft tailored Salesforce solutions that align with your vision, ensuring smooth implementation, refinement, and continuous improvement. Our approach integrates various departments and functions where institutions can streamline administrative processes, reduce data silos, and increase overall efficiency to improve student lifecycle management. 

Benefits of Implementing Salesforce for Higher Education:

Streamline Enrollment Management

Higher education institutions are under constant pressure to maintain or increase enrollment numbers while ensuring a diverse and qualified student body. Managing admissions, financial aid, and scholarship processes efficiently is crucial for attracting and retaining students. AArete and Salesforce provide tools for managing the entire enrollment process, from prospect tracking and application management to financial aid distribution. The platform’s automation capabilities can streamline administrative tasks, allowing staff to focus on personalized interactions with prospective students.  

Optimize Student Engagement, Success and Retention

One of the most significant challenges in higher education is ensuring student engagement and retention. Institutions struggle to keep students motivated, involved, and on track to graduate within a reasonable timeframe. High dropout rates can have adverse financial and reputational consequences. AArete and Salesforce can create a 360-degree view of each student tracking their academic progress, engagement with campus resources, and extracurricular activities. This data can be used to identify at-risk students early, providing opportunities for timely intervention and support to improve retention rates. 

Elevate Donor Engagement

Given the critical role that donations play in funding academic programs and infrastructure development, ensuring you have the right tools in place to engage alumni in a meaningful way is an area that cannot be overlooked. However, maintaining strong relationships with alumni and donors and demonstrating the impact of their contributions can be challenging. AArete and Salesforce help higher education institutions manage donor relationships, track and coordinate fundraising activities, and demonstrate the impact of philanthropic efforts through a comprehensive campus-wide approach. By providing insights into donor behavior and preferences, Salesforce enables targeted fundraising campaigns and personalized communication to foster deeper, more consistent relationship-building with alumni and donors. 

Improve Data Transparency and Analytics

As data collection has increased at institutions, leveraging that information for data-driven decision-making has become increasingly important in higher education. It can be a struggle to collect, analyze, and report on the vast amounts of data generated by students, faculty, and staff. AArete can tailor  Salesforce implementations, both new and existing, to streamline reporting and analytics capabilities, allowing institutions to gather insights into student performance, resource allocation, and institutional effectiveness. This data-driven approach can inform strategic decisions and lead to more effective resource utilization. 

Operationalize Administrative Efficiency 

Imagine the power and potential of your higher education institution when administrative roadblocks no longer stifle progress. The hurdles of fragmented data systems, tedious manual tasks, and inconsistencies that increase operational costs are challenges you shouldn’t have to face. With AArete Salesforce solutions, you’ll transition to a unified platform tailored to your institution’s unique needs. This integration not only bridges departmental divides but also paves the way for streamlined operations and clear communication. The value? A marked reduction in errors, operational costs, and wasted time. Experience the change as your institution thrives on newfound efficiency and productivity. 

AArete’s Salesforce Expertise

AArete has an impressive and extensive range of Salesforce capabilities. Our team of certified Salesforce consultants bring a wealth of knowledge and experience to the table, covering a wide spectrum of Salesforce products and services. AArete is committed to providing top-notch services to their clients, including:

  • Education Cloud:
    • Education Cloud is a unified platform offering a 360-degree view of the student, and a single set of solutions designed to support the full learning experience and lifecycle, from admissions to alumni.
  • Sales Cloud:
    • Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing, and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts.
  • Service Cloud: 
    • Service Cloud provides tools for case management, knowledge base, omni-channel support, automation, and analytics, enabling companies to deliver exceptional customer service experiences.
  • OmniStudio:
    • OmniStudio is a low-code development platform that allows for more flexibility in application design.
  • Marketing Cloud:
    • Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers.
  • Experience Cloud:
    • Experience Cloud gives your business the power of a social platform. It allows you to streamline business processes by sharing data and files to the internal and external users you choose.
  • Einstein Analytics:
    • Einstein Analytics is the cloud-based analytical tool that allows Salesforce users to understand, aggregate, and visualize data coming from different locations, such as Salesforce, ERPs, data warehouses, and log files.

Why AArete?

Industry Insights:

Our team has 15+ years of management consulting experience and understands the complexities our clients face across various industries, including healthcare, education, and financial services. We can help you navigate those complex challenges, and leverage Salesforce to optimize operations and improve stakeholder satisfaction.

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End-to-End Support:

We devise and implement strategies, start to finish, and work alongside your team throughout your Salesforce lifecycle. Our methodology covers all phases of your implementation from discovery, design, and implementation, to user adoption, optimization, and reporting.

Custom Solutions:

Our team specializes in designing customized Salesforce solutions to help you overcome any obstacles and attain your business objectives.

Digital, Data, and Technology Solutions:

We specialize in digital, data, and technology-driven solutions that provide actionable insights to enable data-driven decision-making. These insights can be used to enhance customer engagement, sales, and marketing efforts, providing you with a competitive edge in your industry.

Client Collaboration:

At AArete, our clients are our top priority. We believe that providing an exceptional client experience is the key to fostering loyalty and growth. With Salesforce’s powerful capabilities, we are able to leverage its full potential to better serve our customers and grow their business.


Salesforce’s Data Sharing with Snowflake provides customers with direct access to data across platforms without the need for traditionally complex Extract, Transform, Load (ETL) processes.

Ensuring Success for Your Institution

If you’re experiencing challenges or need to optimize your efforts, whether it be in improving enrollment management, student or donor engagement, administrative efficiency, or streamlining reporting and analytics AArete and Salesforce can help. In today’s dynamic business landscape, Salesforce is more than just a CRM; it’s a strategic enabler for your Institution’s growth and financial stability.

AArete’s Higher Education Salesforce consulting practice is ready to be your trusted partner in starting or enhancing your journey towards a cohesive system to manage all aspects of the student lifecycle. We have the expertise, commitment, and passion to transform your Salesforce investment into a competitive advantage. Let’s connect to discuss your unique challenges so that we can demonstrate how AArete can help you implement or enhance Salesforce to help you achieve your goals.