Use social, mobile, and cloud to become a connected eco-system.
Today, learners, faculty, staff and families require more support from their institutions than ever before. With Education Cloud, educational institutions of all sizes can drive success from anywhere. Institutions can benefit from the latest innovations across the Salesforce platform, as well as purpose-built education products and solutions that you can customize and scale to meet evolving needs.
Features and Benefits for K12
A CRM Platform for Schools
Access a Single Source of Factual Data and Information
Access student and family data in a unified view and personalize every interaction at each stage of the education lifecycle.
Modernize with a Scalable Platform
Education Cloud is designed for schools to innovate and cater ti its dynamic needs.
Be a part of a Progressive and Thriving Community
Connect with a collaborative education eco-system and take advantage of a dedicated K-12 Advisory Council and partners.
Image Source – salesforce.org
Admissions and Enrolment
Simplify prospecting and admissions
Engage Students and Families
Create a Unified Experience
Personalize Communications
Streamline Operation
Get Access to Deeper Insights
Student Success
Help students unlock their full potential
Provide wholistic support to the child
Collaborate with 360° Views
Prepare Students for the road ahead – Higher Education & Career
Monitor Effectiveness of Programs and Services
Track Alumni Success
Manage Fundraising and Grants
Foster donor relationships and easily track grants
Build Lasting Relationships
Improve Campaign and Team Productivity
Personalize Engagement
Optimize Processes
Align Donations & Accounting
Communications and Family Engagement
Reach out to Families and Encourage collaboration
Streamline Communications and Deepen Engagement
Attract and Engage Students and Families
Streamline School Support Operations
Boost Fundraising Efforts
Make Informed Data-Driven Decisions
Features and Benefits for Higher Education
Unified view of all constituents.
Get a unified view of every conversation with prospects, students, alumni, donors, and affiliates. Salesforce uses social, mobile, and cloud technologies to connect all information, from everybody and presents it in a simple, user friendly interface.
Connect every touch point.
Students, alumni, and parents expect clear, effortless communication with institutions. Salesforce connects every aspect of the student life cycle and drives performance.
Modernize Recruitment and Admissions
Strengthen Top-of-Funnel Engagement
Collaborate on a Connected Journey
Use Admissions Connect to get a unified view
Get AI Driven Actionable Insights
Become part of an innovative ecosystem
Transform the Student Experience
Maximize Student Engagement
Streamline Student Services
Deliver Unified Advising Experiences
Unlock Access To Careers
Optimize advancement
Build lifelong Alumni Relationships
Personalize communications and optimize lifetime alumni value
Track and Manage Gifts and Donations
Get AI Based Deeper donor analytics
Nurture Campus Collaboration
Get Answers (Not Emails)
Foster ideation
Share Files Contextually
Encourage Self-Service
Collaborate on Projects
Conclusion
Salesforce CRM helps educational institutions connect with key constituents collaboratively, efficiently, and productively. Education Cloud gives you the tools and resources to build meaningful relationships with all constituents of the education life cycle -students, alumni, faculty, staff, parents, and donors.
With Education Cloud, educators can get top level views and forecasts, and deeper insight into each key process area and performance indicator. Whether you are trying to recruit, retain, or develop support, you can customise the information views you need, when and where you need it.
For students, the plethora of custom apps become platforms for learning, community-building, collaboration, growth, and advancement.
Girikon is a Gold Certified Premium Salesforce Consultant, with more than 10,000 man hours on Salesforce Implementation experience across multiple domains and geographies.
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Compared to other organizations, Nonprofits have to deal with complex challenges that might begin from finding the right beneficiaries, donors, and volunteers to retaining them by keeping them engaged. Apart from this, running external and internal processes efficiently, ensuring better reach, generating sufficient funds, and improving the effectiveness of their strategies are some challenges, which NGOs have to handle regularly. Irrespective of the size and area of work, the primary approach to managing a nonprofit remains the same, i.e., nurturing and retaining donors, beneficiaries, board members, and volunteers by building lasting relationships. With a robust CRM like Salesforce in place, streamlining processes and managing relationships becomes a breeze. It's prudent to get in touch with one of the best Salesforce consulting partners to know more about this platform.
As a cloud-based platform, Salesforce handles the administrative demands such as tracking all the interactions, sales, and details about your volunteers, fundraisers, attendees, and more. Salesforce provides an effective way of maintaining records of every interaction made with your organization.
What is Salesforce Non-profit Cloud?
Salesforce Nonprofit Cloud software is designed specifically for nonprofit entities. It helps them expand their reach digitally while extending their connections, streamline their internal processes, and break down the silos among program management, fundraising, marketing, and technology teams. It provides NGOs with a unified view of their current actions and operations.
Benefits of Using Salesforce for Nonprofits:
Keeps Nonprofits Organized: The nonprofit cloud for Salesforce has in-built functionalities that help NGOs deal with challenges involved in managing several activities such as grants, fundraising, and their workforce. The cloud platform also allows users to build personalized dashboards to help teams perform their job efficiently.
Increased Operational Efficiency: Salesforce's nonprofit cloud platform can streamline operations by paving the way for seamless communication between the various partners of the organization. With improved communication, synergy and operational efficiency increase, which helps NGOs to attain desired results and success.
Effective Management: The cloud platform helps NGOs properly manage certain activities such as fundraising, grants, and workforce without any hassle. The presence of several management features such as categorization of assets, automation of tasks, and more also proves to be helpful for nonprofit organizations.
Customization: Salesforce for nonprofits offers an option for customization. The software allows NGOs to customize the features as per their specific operational requirements. Though most nonprofits have a similar working model, some have unique needs. This is where Salesforce customization acts as a blessing as a disguise for them by customizing the features and functionalities that help them achieve their targets.
Accurate Reporting: Accurate reporting is an essential aspect of every NGO as it significantly impacts their mission and outcome. Consequently, choosing Salesforce nonprofit cloud for reporting is a prudent decision made by an NGO. This software is known for its reliability and precision, which will significantly benefit nonprofits.
Cost-effective: Salesforce for nonprofits is leveraged by NGOs for its affordability. As per the Power Us Program, the first ten subscriptions for nonprofits are entirely free for nonprofits. Post the free trial; organizations can get rewarding offers at reduced prices. This makes Salesforce a reliable partner that can help them get in touch with their customers while assisting them to widen their reach affordably.
Final Words:
Salesforce for nonprofits provides out-of-the-box features that help nonprofits develop strong relationships, increase engagement, organize operations, analyze the impact of work, draw actionable insights and save time spent on mundane tasks to spend on other essential tasks. As a nonprofit organization, if you are looking to implement Salesforce nonprofit cloud, you must consider partnering with one of the best Salesforce consulting companies.
In today’s competitive business landscape, businesses are moving online to promote their business primarily because of the wide array of tools online marketers have access to. Marketing automation has become a critical element of every online marketer’s arsenal. Consequently, implementing marketing automation software like HubSpot has become the need of the hour. It is crucial to get in touch with a reliable HubSpot Consultant to make the most of this platform.
According to Emailmonday, 49% of businesses use marketing automation, and the benefits of which are being enjoyed by 55% of companies.
Marketing automation has proved to be a blessing in disguise for B2B marketers as they significantly benefit from the increased number and quality of leads flow into their pipeline. B2B companies using marketing automation software have realized a jump of 10% in their sales pipeline. Today, small, medium and large companies are banking on tools, concepts, and marketing automation processes to achieve their business goals.
Let’s take a hard look at the reasons that have compelled B2B marketers to swear by marketing automation:
Generate Quality Leads: Marketers can gather data about the visitors visiting their website through the forms and landing pages. The information gathered can be leveraged by the sales team for following up with the visitors. Moreover, the quality of leads obtained can be determined using lead scoring. This allows the sales team to emphasize leads that have a high probability of converting.
Engage Your Leads: It is essential to understand that organizations that nurture their leads could provide their sales team with around 50% more sales-ready leads. Marketing automation paves the way for lead nurturing – the way by which prospects are gently pushed down the sales funnel by providing something that will influence their decision.
Optimize Email Marketing: Email marketing is vital for B2B marketers and thus should be effective enough to ensure maximum open and click rates. Automation tools like A/B testing can be leveraged to enable changing individual elements such as email, customer list segmentation, and more to test their success rate.
Check the Trail of Campaigns: One of the most important features of marketing automation is closed-loop reporting. This feature helps in checking the trail of successful campaigns that generated high sales, to be replicated. On the other hand, this feature can be used to end the plans that don’t yield results.
Visibility into the funnel: By integrating CRM with marketing automation, one can get a detailed view of the funnel. In other words, insights regarding customers’ journeys can be achieved, which can be leveraged to create more effective campaigns in the future.
Quick Wrap-up:
It can rightly be inferred that a robust marketing automation platform like HubSpot can provide wide range of functionalities such as lead generation, email marketing, social media management, lead scoring, analytics and reporting, which ultimately drives increased revenue for B2B marketers. To make the most of this amazing platform, it’s essential to get in touch with a certified HubSpot partner.
To keep their sales pipeline fresh and full of prospects, organizations indulge in lead generation. However, knowledge of lead management can be the difference between losing them and turning them into paying customers. Proper lead management will help in lead scoring leads, guiding them through the sales funnel, and ultimately converting them into paying customers. It is therefore important to ensure the effectiveness of your lead management process as an improvement in lead management efforts can empower sales teams to frequently convert prospects while enhancing customer satisfaction.
According to statistics shared by Sales Lead Management Association, organizations fail to follow up on the majority (80%) of leads generated.
Though lead management is typically considered to be the purview of a sales team, marketing, and customer service teams too play a significant role in the proper management of leads. By creating processes that are integrated across units, training employees on best practices for lead management, and leveraging robust lead management software, organizations can ensure that their best leads remain in their pipeline. This will bound to have a positive impact on their bottom line.
A powerful lead management system does away with weak leads and nurtures those that are most likely to convert. Such a system will help organizations streamline their customer experience and make their sales and marketing teams more efficient and productive.
Why Should Organizations Use CRM for Managing their Leads?
Today, most organizations are looking forward to leveraging the benefits of lead management CRM software such as sales pipeline visibility, real-time analytics, contact management, and so on. Listed below are some instances when leveraging CRM software can be highly beneficial:
Managing Leads that can’t be Handled Manually: Managing leads without a CRM becomes more difficult as lead volume grows. With a robust CRM by their side, the entire lead management process can be automated. Apart from this, sales and lead activity can be monitored via a single centralized dashboard.
When Using Different Tools: If an organization is using disparate tools and applications to manage their lead management, they might not get a consolidated view of the process, are keeping duplicate data or wasting time shifting between the tools. Since, CRM systems have integration capabilities; organizations can manage their data from a single place.
Couldn’t Understand the Reason behind Losing Leads: To provide their prospects with appropriate content during the lead nurturing stage, it’s important to understand their buying behavior, their preferences, and where they are in their buying journey. In other words, organizations have to track how leads behave on their website, the number of times prospects have visited their site, what type of content they take in, and much more. By leveraging robust CRM software like Salesforce, organizations can get access to every single detail, which means they can take all the necessary steps to move their leads from one stage to the other in the Sales pipeline. To understand how Salesforce CRM can help organizations manage their leads, it’s important to get in touch with a reliable Salesforce partner.
Quick Wrap-up:
Despite having sufficient lead in their sales pipeline, often businesses fail to generate the desired revenue. This calls for the need of evaluation for your lead management strategy, which also includes the implementation of robust lead management software. Implementing powerful lead management software like Salesforce can be leveraged to not just increase the number of leads but also manage them effectively. Such a system provides an efficient process for accessing and organizing contact details including information required for qualifying prospects and closing sales. Apart from this, the system also helps in managing the flow of information to make sure that none of the leads fall through the crack. Some advanced tools can gather all data in a single place and provide meaningful insights for a superior relationship with your prospects. So, if you too are looking to implement robust lead management software like Salesforce then it makes sense to get in touch with one of the best Salesforce implementation partners.
The retail industry is dealing with increasing costs, declining sales, disgruntled customers, and stiff competition. This has encouraged retailers to adopt technology tools and solutions to enhance operational efficiency and improve customer interactions. In fact, the retail industry offers a lot of scope for technological transformation in areas of supply chain management, inventory management, sales, marketing and more thereby empowering retailers to increase the overall efficiency and profitability of their business.
One such technology that has the potential to transform the retail sector is artificial intelligence, which has helped retail businesses boost their speed, efficiency, and precision. Let’s dive in a bit deeper to find out how:
Cognitive Inventory Management: The thinking capability of AI can be leveraged to determine the inventory components basis of the current sales trend. Depending upon the data available, AI draws inferences and forecasts of probable scenarios, provides recommendations, and even takes necessary actions with human approval. Well trained algorithms can be used to make decisions, which improve efficiency. An AI-powered system can process huge amounts of data and help create an inventory that is tailored as per the current market trends and customer demand.
Customer Purchase History: With an AI-powered CRM, organizations can target the specific interest of buyers. By breaking down huge volumes of data, AI tools can be used to identify the purchasing pattern of customers and understand their preferences. The AI-powered systems can further recommend similar kinds of items to the customers for purchase. To integrate an AI-powered CRM, retailers should consider partnering with a Salesforce implementation partner.
Interactive Interactions: Customers always look for a prompt response and with an AI-driven chatbot customer service can be improved significantly. These chatbots are trained to communicate with customers and provide answers to frequently asked questions and provide customers with the necessary support. These bots gather useful customer data and use it to determine their preferences and purchasing pattern.
Streamlining Supply Chain: The retail industry can streamline their supply chain by leveraging AI-powered tools. This might involve categorizing in-demand products, transporting them, tracking the shipment, and inventory management. With an AI-powered CRM in place, the retail industry is poised to attain new levels of efficiency while maintaining a good customer relationship.
Why Should Retail Businesses Consider Leveraging Salesforce Einstein?
Salesforce Einstein is an AI-powered CRM that integrates predictive analytics, and machine learning. Apart from this, there are other features such as Einstein discovery that allow users to figure out hidden data patterns in customer data. Other important features such as Einstein prediction builder provides for business predictions through custom AI models. Bots connected to CRM along with the integration of computer vision make use of deep learning models for identifying the make, model, or brand via product images. Another innovative feature is the Einstein voice assistant that helps in interacting with users in real-time.
Quick Wrap-up:
Given the growing preference for online retailing by customers, organizations working in the retail sector are gradually adopting AI-powered solutions to enhance operational efficiency and business productivity. With a robust AI-powered platform like Salesforce Einstein in place, retailers can provide exclusive customer experience while taking business efficiency to the next level. If you are looking for implementing Salesforce Einstein within your business ecosystem, it’s in your best interest to get in touch with a reliable Salesforce consultant.
As businesses face growth and expansion, so do their challenges to sustain and remain competitive. This requires them to leverage new technologies that can prepare them to deal with the ever evolving challenges, which usually legacy systems fail to resolve. Legacy systems are inefficient; fragile, obsolete, and difficult to integrate with new cloud and web-based services. Moreover, replacing them can be an extensive and expensive process.
Consider a case in which you have a customers’ order history data in one legacy system and customers’ web interactions with the brand in a modern and robust CRM like Salesforce. Without the CRM’s integration with the legacy system, your business would lose out on valuable insights that could otherwise be achieved by merging the data and creating one single view for their customers.
Another case would be in which a large-scale company has many subsidiaries and it does not want to migrate its business to a new Salesforce environment but wants the Account, Contacts, Leads, and Opportunity data to be synced in with their existing CRM environment for a detailed analysis using Einstein analytics.
The problems stated above creates the need for a co-existing system in which the legacy system is still operational with the data being transferred simultaneously to the new system. This article throws light on new technology solution i.e MuleSoft integration.
What is MuleSoft?
MuleSoft provides exceptional business agility to companies by connecting applications, data, and devices, both on-premises and in the cloud with an API-led approach. Using MuleSoft’s anypoint Platform; companies can integrate their SOA infrastructure with their legacy systems. They can migrate their technology infrastructure to the public or private cloud and prioritize the adoption of SaaS applications, as well as other cloud technologies.
As represented from the diagram MuleSoft helps in connecting any CRM or service portal to any Database or third-party application. It also can perform hybrid integration between legacy systems and cloud-based systems.
How will we achieve this?
In this article, we will be demonstrating a technique to integrate two Salesforce environments so as to sync the creation of each account record.
For this, we will need 2 Salesforce orgs and MuleSoft’s Anypoint Platform.
Step 1: Create 2 global configurations for the 2 Salesforce environments.
For this, you will need the UserName, Password and the Security Token for your Salesforce. If you don’t know how to get the Security Token you can refer this Salesforce help article: https://help.salesforce.com/articleView?id=user_security_token.htm
Repeat the step for the second environment.
Step 2: Use the On New Object component from the Salesforce module in the flow component.
In the On New Object select the following fields:
Connector Configuration: The source Salesforce connection i.e the legacy system.
Object: Account
Scheduling Strategy: Fixed Strategy
Frequency: 10 (You can change it as per your business requirement)
Time Unit: Millisecond
Step 3: Use the Transform message component to map all the fields that you want to migrate from the Source org to the Target org.
Step 4: Use the Create component from the Salesforce module. Select the Connector Configuration for the Target org. Add a Logger to check the account sync.
Step 5: Open the Source Salesforce environment and create an Account.
The account will be synced to the Target org.
Conclusion:
We can say that traditional architectural approaches are centered on point-to-point integration that is unable to address concerns inherent to legacy system. Using MuleSoft’s Anypoint platform, Legacy systems can be integrated seamlessly and in an efficient manner. This will allow organizations depending on their legacy systems to adopt more efficient technology solutions. In addition, organizations can lower their costs by reducing dependency on legacy system while eliminate the need to re-develop complicated legacy system interfaces.
About Girikon –
As a reputed provider of reliable IT services, Girikon offers a wide array of services including Salesforce implementation, Salesforce consulting and Salesforce support.