Category: Higher Ed
What to do when your student reports show mailing address from accounts even if your contact does not have address..
If you are an university using salesforce and let us say you want to run a mailing report for your prospective or current students for…
Three warning signs in your salesforce org to watch out for if you are an university using salesforce.
If you are an university using salesforce crm for your enrollments and if you are not using apps like Targetx or enrollment RX, you might…
Setting up Marketing cloud Quickly for your high school and campus visits for Universities
If you are an university using salesforce and have started to implement marketing cloud or using marketing cloud, one of the challenges is to trying…
Spring 16 features which helps to add more capability, save time and prevent problems for universities using Salesforce CRM
If you are a university using sfdc , this blog lists the key features on spring 16 which would add value to your institution. I…
How to use Non profit starter pack for universities and how to prevent problems with it.
If you are an university planning to use non profit starter pack or using the non profit starter pack, this blog would help you to…
Winter 16 features for universities to watch out for excluding lightning
If you are an university using sfdc sales cloud and communities, I am sure there is a lot of hype on lightning on the winter…
Strategies to sync Banner, Salesforce, Datawarehouse and other systems..
If you are an university using Salesforce crm or planning to use SFDC, one of the daunting questions always is how do we manage student…
Creating a CRM Strategy for organizations which just merged after a M&A
Corporate world is always full of merger and acquisitions. The challenge for organizations is how do we go about in crafting a CRM strategy, which…
Deduping strategy across multiple systems for universities using salesforce
If you are an university using sfdc and if you have a data warehouse, student information system like Banner, one of the challenges is to…
Using process builder to update the last contact your faculty had with student for university salesforceCRM users..
If you are an university using salesforce CRM, one of the actions your student counselor would like to know the date and time when your…
