Category: Higher Ed
How to Increase Enrollment and Revenue for Universities with FormAssembly Workflow
As a higher ed Salesforce admin or CRM manager, we are used to building student communities with RFI and applicant forms that leverage FormAssembly to…
How to position yourself for a consulting career as a Salesforce admin
As a Salesforce admin at some point in your career, there is always a small nudge in you to think about a career change, shift…
How to increase adoption with appreciate inquiry process for CRM projects
As a CRM Leader or Salesforce admin, deploying new products, features in Salesforce at the end of the day boils down to effective change management…
How to avoid costly time delays on building custom applicant portals for Higher Ed and deliver quickly
Due to a decision to move California State University, Monterey Bay’s web content management system from Drupal to TerminalFour, a new solution for our applicant…
Summer 21 features for Higher Ed that will make your admission, marketing, Student Community, service, and IT team happy, do more, and prevent problems
If you are in Higher Education using Salesforce CRM, my post below talks about specific features in summer 21 for admissions, service, marketing, Student community,…
EASY as 1,2,3: Best Practices for Implementing Free, Open-Source EASY Solution for Student Applications
We implemented EASY, an open-source solution for building applications (think admissions applications, not an app in Salesforce 😁), and it has been a great tool….
Spring 21 features for Higher ed that will make your admissions, marketing, service, and IT team happy, do more, and prevent problems
If you are a Higher Education user using Salesforce, Here is my blog on spring 21 which will help your admissions, marketing, service teams do…
Enable your Prospective students to complete checklists on time with their applications and make your admission teams smile using Salesforce
If you are in Higher education and have application checklists and do not have a marketing automation tool like marketing cloud , my post provides…
4 New features for free Higher Ed should use right away which will make your admissions, Student success teams jump with Joy in Winter 21
If you are a higher ed user using Salesforce, one of the heavily cluttered pages is your application, program, and custom objects pages. All these…
Summer 20 release features for Higher Ed which will help your admissions, marketing, advising and IT teams do more, prevent problems and make decisions
If you are in Higher Ed using Salesforce, I have listed features in Summer 20 that would help your admissions, marketing, IT teams do more,…
