Need for integrated Salesforce solution to manage student lifecycle, alumni relations, and institutional advancement
Need for integrated Salesforce solution to manage student lifecycle, alumni relations, and institutional advancement
Implemented Salesforce Education Cloud with custom student management and alumni engagement capabilities
Improved student retention by 25%, increased alumni engagement by 50%, and enhanced fundraising efficiency by 40%
See how we transformed Private University System's operations in the Education industry
Education Success Story
Private University System
United States
Education
Our client is a prestigious private university system comprising multiple campuses and serving over 25,000 students across undergraduate, graduate, and professional programs. The institution is known for its academic excellence, research initiatives, and strong alumni network spanning various industries and geographic regions.
The university struggled with fragmented student data across multiple systems, leading to inefficient support services and disconnected alumni relations.
The university struggled with fragmented student data across multiple systems, leading to inefficient support services and disconnected alumni relations.
We implemented Salesforce Education Cloud anchored by the Education Data Architecture (EDA) to unify the full student lifecycle—from prospect and applicant to enrolled student and alum. Academic advisors gained a single source of truth with comprehensive success plans, early‑alert workflows, and guided case management. Experience Cloud portals enabled self‑service for students and alumni, improving engagement while reducing administrative burden.
For advancement, we integrated Nonprofit Cloud to centralize donor profiles, pledge histories, and campaign performance. Marketing Cloud orchestrated segmented journeys with dynamic content and campaign automation, while event management streamlined registrations and attendance tracking. MuleSoft connected SIS, LMS, and identity systems to ensure real‑time data synchronization. Tableau dashboards provided leadership with actionable insights on enrollment, retention, alumni engagement, and annual giving—closing the loop between operations and strategy.
Comprehensive student lifecycle management from admission to graduation
Enhanced tools for academic advisors to support student success
Online communities for student engagement and collaboration
Integrated platform for alumni relationship management
Comprehensive donor management and fundraising capabilities
Automated fundraising campaigns with personalized outreach
Streamlined event planning and management for alumni activities
Advanced analytics for student success and alumni engagement metrics
The cutting-edge technologies that powered this solution.
Improved student retention by 25%, increased alumni engagement by 50%, and enhanced fundraising efficiency by 40%
The Salesforce Education Cloud implementation transformed the university's ability to support student success while strengthening alumni relationships and advancing institutional goals. The integrated platform provides a comprehensive foundation for managing the entire educational ecosystem, from prospective students through lifelong alumni engagement, positioning the institution for continued growth and excellence in higher education.
The integrated platform provides a comprehensive foundation for managing the entire educational ecosystem, from prospective students through lifelong alumni engagement.
This positions the institution for continued growth and excellence in higher education with enhanced student outcomes and stronger alumni connections.
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