A well-known provider of CRM systems, Salesforce, has tailored its selection of products to address the needs of the education sector specifically. Educational institutions now have access to a comprehensive platform that enables effective monitoring of student contacts, streamlines admissions procedures, and raises general engagement levels thanks to services like EDA, Education Cloud, and Service Cloud. Salesforce's specialized solutions are intended to efficiently answer the education industry's unique needs.
Education Cloud:
The Salesforce Education Cloud solutions comprise various items and technologies intended to simplify the processes for students, teachers, and other members of the educational ecosystem. The objective is to improve personalization in learning paths, student experiences, and other areas. One of Education Cloud's most impressive aspects is how it helps students get in touch with professors, potential employers, tutors, and other students.
Education Cloud provides a 360-degree view of student and institutional data, which means a comprehensive picture of student and institutional data is provided by Education Cloud. As a result, staff members can access a student's academic record, including what and where they study the personnel with whom they regularly work.
The Education Data Architecture (EDA) is the Education Cloud's foundation.
A pre-built data model explicitly created for the education industry is the Education Data Architecture (EDA). The collaboration between education partners and the customer community is built on this.
How does EDA support the Enrollment process?
Centralized Data Management:
EDA enables educational institutions to consolidate student data from various sources and systems into one centralized platform. This guarantees that all pertinent information regarding applicants and enrolled students can be easily accessed, accurate, and kept up to date.
EDA facilitates a seamless connection between each student's account and an administrative account, ensuring a comprehensive record of student addresses, relationships, and affiliations.
Automated Workflows:
EDA can automate several enrollment-related procedures, minimizing human error and requiring less manual involvement. For instance, EDA can start automated answers, acknowledgments, and follow-up actions when a candidate submits an online application. Throughout the enrollment process, this automation helps keep applicants informed and interested.
Integration with Education Cloud:
Although EDA is not an independent product like Education Cloud, it frequently integrates with Education Cloud to offer a complete solution. Education Cloud provides specialized tools for admissions, student success, and engagement. When combined, EDA and Education Cloud form a strong ecosystem supporting multiple student enrollment and management aspects.
Admission Connect:
A fresh offering from Education Cloud, Admissions Connect streamlines the application review process, boosts applicant engagement, and improves the student experience while modernizing the recruitment and admissions process for applicants and admissions personnel.
Both applicants and admissions teams enjoy a consistent experience thanks to Admissions Connect. Staff members can monitor applicants' journeys in a single view, communicate with them meaningfully, and identify which application steps have been completed and which ones are still pending. Additionally, candidates can receive prompt assistance at the appropriate time through chatbot help, personalized action plans, and dynamic checklists.
Salesforce Service Cloud Support Enrollment Process with Effective Reporting by:
Selecting a Standard Report Type and Custom Report Type
The Contacts with Relationships report type is useful when the admissions team has to compile a list of parents for the parent meeting before first-year orientation.
Dashboard Basics -
You can make informed decisions based on data by utilizing reports and dashboards to facilitate conversations regarding the information gathered in Salesforce. This supports both potential and incoming students and your recruitment and admissions team. Reports and dashboards provide insight into your data, revealing its narrative.
Using Service Cloud, assist admitted students -
With Service Cloud, you allow your students to interact with your organization via any channel, including chat, email, social media, online communities, and more. These exchanges are converted into cases by Service Cloud, which is the Service Cloud object for a student issue, request, or help ticket.
The one-stop method assists your institution in smoothly and effectively managing admissions and onboarding for students and employees.
Different Scenarios for Creating Cases:
Case scenarios can occur through various channels, such as web-to-case, message-to-case, email-to-case, social-to-case, and phone-to-case.
In a web-to-case scenario, a prospective student visits the Admissions webpage and utilizes the 'Contact Us' button to reach out for information.
For message-to-case situations, a newly admitted student contacts Cloudy College via Facebook messenger with inquiries about dual credit courses.
In an email-to-case scenario, a prospective student writes an email to admissionsinfo@cloudy.edu seeking clarification on the application process.
Social media platforms also play a role in case creation. In social media interactions like social-to-case scenarios, parents may tweet about difficulty finding useful financial aid information while mentioning Cloudy College's account.
Lastly, in phone conversations leading to case creation (phone-to-cases), newly admitted students call the Admissions office with questions regarding on-campus housing. The Admissions office staff then generates a case for Office of Residence Life staff members to respond accordingly.
For the support of accepted and prospective students, Service Cloud offers a variety of case management tools, including Queues, Chat, Einstein bots, and Knowledge Base.
Conclusion
Salesforce can be a powerful tool for streamlining student admissions. By automating tasks, centralizing data, and providing insights, Salesforce can help schools improve the efficiency and effectiveness of their enrollment processes. As a result, schools can save time and money, improve student satisfaction, and increase enrollment rates.
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