Consulting Services for Salesforce Education Cloud

As a North American Salesforce.com system integration partner since 2009, Diabsolut Cloud Solutions experts understand the complexities your enterprise encounters when transitioning to the cloud. Focusing on Salesforce Higher Ed., nonprofit and Field Service Lightning, our team industry-specific know-how rapidly solves your user-adoption challenges.

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Foundation Partners specializes in delivering comprehensive Salesforce solutions tailored for foundations, nonprofits, and educational institutions. With over 20 years of experience, they assist organizations in becoming more connected to their constituents by leveraging the Salesforce platform. Their integrated approach streamlines operations, enhances donor engagement, and amplifies the impact of their clients' missions. Key Features and Functionality: - Donor Services and Development: Provides a 360-degree view of donors and prospects, integrating back-office systems to offer a complete history of gifts, grants, fund relationships, interests, and activity history. - Marketing Solutions: Efficiently tracks and manages campaigns and events, enabling organizations to reach their audience effectively. - Community Solutions: Utilizes Salesforce Experience Cloud to create personalized portals, facilitating direct interaction with donors and grantees. - Grants and Scholarships Management: Employs Salesforce Grants Management to oversee outbound funds efficiently with tailored grant management solutions. - Accounting and Finance: Offers Fund 360, a fund accounting solution on the Salesforce platform, encompassing general ledger, journal entries, pool allocations, administrative fees management, spending policy enforcement, and comprehensive fund statements. Primary Value and Solutions Provided: Foundation Partners' solutions address the unique challenges faced by foundations and nonprofits by integrating various aspects of their operations into a unified platform. This integration enhances donor engagement, streamlines grant management, and provides comprehensive financial oversight. By leveraging Salesforce's capabilities, organizations can achieve greater efficiency, transparency, and impact in their missions.

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Quixo Consulting is a certified Salesforce partner specializing in delivering swift and intelligent solutions to streamline business processes and enhance customer and end-user experiences on the Salesforce platform. With over a decade of experience, Quixo Consulting has successfully completed more than 100 Salesforce implementation and optimization projects across various industries. Key Features and Functionality: - QuickStart Services: A structured approach designed to transition organizations from traditional methods to Salesforce efficiency. This includes: - Requirements gathering - Iterative configuration reviews - Data preparation and loading - Development of dashboards and reports - Comprehensive training and "go-live" coaching support - Optimizations: Tailored services for organizations already using Salesforce, aiming to: - Enhance efficiency by leveraging new Salesforce functionalities - Align Salesforce with evolving business processes - Support additional business operations on the Salesforce platform - Provide training for new users and system administrators - Improve data quality through cleanup and maintenance - Integrate AppExchange software Primary Value and Solutions Provided: Quixo Consulting's primary value lies in its ability to deliver rapid, customized Salesforce solutions that empower organizations to become self-sufficient. By focusing on minimal custom code and utilizing Salesforce's native configuration components, Quixo ensures that client administrators can easily modify and maintain their systems. This approach not only accelerates the implementation process but also reduces reliance on external support, leading to cost savings and increased operational efficiency. Through their QuickStart and Optimization services, Quixo Consulting addresses common challenges such as inefficient business processes, data management issues, and the need for scalable customer relationship management solutions.

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Servio Consulting, LLC is a certified Women-Owned Business specializing in Salesforce solutions tailored for educational institutions and non-profits. With over 25 years of IT experience, Servio leverages its expertise in information technology and business strategy to develop comprehensive, technology-based solutions that deliver measurable results. Their proprietary Servio 360° framework is designed to drive organizations forward by transforming processes, increasing operational efficiencies, and maximizing return on investment. Key Features and Functionality: - Salesforce Customization and Enhancement: Servio extends Salesforce functionalities by creating custom objects, fields, dashboards, interfaces, workflows, and approval processes to align with specific organizational needs. - Data Migration and Integration: They provide seamless transitions from legacy systems to Salesforce, ensuring data accuracy and system compatibility. - Managed Services: Servio offers ongoing support, including system maintenance, technical assistance, network management, data security, and IT infrastructure implementation, ensuring continuous availability and optimal performance of technology services. - Training and Support: They provide specialized training and support, including virtual administration through a dedicated Help Desk, to ensure high user adoption rates and effective system utilization. Primary Value and Solutions: Servio Consulting addresses the unique challenges faced by educational institutions and non-profits by offering tailored Salesforce solutions that streamline business processes, eliminate disparate systems, and enhance operational efficiencies. Their services enable organizations to build and maintain lifelong relationships with students, alumni, donors, faculty, and staff. By implementing the Salesforce Education Cloud, Servio helps institutions manage the entire student lifecycle—from recruitment and admissions to alumni engagement and donor management—fostering personalized learning experiences and improving student success and retention rates. In summary, Servio Consulting empowers educational institutions and non-profits to harness the full potential of Salesforce, transforming their operations and relationships to achieve sustained success.

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Smartapps is a leading independent Salesforce Gold Partner operating across Australia and New Zealand, specializing in delivering comprehensive cloud consulting services. With a team of over 65 Salesforce experts, Smartapps offers a full spectrum of services, including advisory, implementation, and managed services, tailored to meet the complex needs of public-sector and enterprise clients. Their commitment to delivering projects on time and within budget has established them as a trusted partner in the Salesforce ecosystem. Key Features and Functionality: - Program360: A full life-cycle grant and license management solution built natively on Salesforce, featuring a front-end community portal, smart form builder, collaboration tools, and integrations with financial, HR, and document management systems. - Smart Risk: Provides a 360-degree view of risks, issues, and incidents, offering advanced analytics and secure, branded experiences for both internal and external users. - Smart Forms: Enables rapid digitization of complex online forms with features like unlimited branching logic, auto-save, and pre-built integrations, all linked to Salesforce CRM. - Smart Maps: A geo-mapping solution that visualizes stakeholder interactions using Google Maps technology, enhancing data analysis across geographic regions. Primary Value and Solutions Provided: Smartapps addresses the challenges faced by government and enterprise clients in managing programs, grants, licenses, risks, and stakeholder interactions. By leveraging the Salesforce platform, Smartapps delivers scalable, secure, and efficient solutions that streamline processes, enhance collaboration, and provide actionable insights. Their products are designed to reduce manual tasks, improve data accuracy, and offer a comprehensive view of organizational operations, ultimately driving better decision-making and operational efficiency.

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Urgensee, Inc. is a management consulting and technology advisory firm dedicated to enhancing the operational efficiency of nonprofits, higher education institutions, and businesses. With decades of experience and a deep understanding of nonprofit operations, Urgensee empowers organizations to become efficient, automated, and data-driven, enabling them to make a more significant impact in their communities. Key Features and Functionality: - Donor and Planned Giving Management: Streamlines donor relations and planned giving processes to maximize fundraising efforts. - Case Management: Provides tools for effective tracking and management of client cases, ensuring timely and appropriate service delivery. - Volunteer Management: Facilitates the recruitment, scheduling, and coordination of volunteers to optimize program support. - Event Management: Offers solutions for planning, organizing, and executing events to engage stakeholders and raise funds. - Fundraising and Merchandise Sales: Enhances fundraising strategies and manages merchandise sales to boost revenue streams. - Online Stores and Auctions: Enables the creation and management of online stores and auctions to expand fundraising opportunities. - Website Integration: Ensures seamless integration between organizational websites and operational systems for cohesive functionality. - Accounting System Integration: Integrates accounting systems to provide accurate financial tracking and reporting. - Data Migrations and System Retirement: Assists in migrating data and retiring outdated donor systems to maintain data integrity and system efficiency. - Back-office Automation: Automates administrative tasks to reduce manual workload and increase operational efficiency. Primary Value and Solutions Provided: Urgensee's primary value lies in its ability to transform organizations into highly efficient and automated entities. By leveraging technology and process-enabled solutions, Urgensee addresses critical challenges faced by nonprofits and other organizations, such as expanding donor reach, improving program outcomes, and streamlining operations. Their comprehensive suite of services ensures that clients can focus on their mission while benefiting from optimized processes and data-driven decision-making.

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Yurgosky, now part of Moss Adams since December 2024, is a premier technology, strategy, and analytics firm dedicated to transforming how organizations operate by leveraging data-driven solutions. Specializing in serving nonprofits, higher education institutions, and social enterprises, Yurgosky focuses on developing innovative, Salesforce-native applications that enhance client engagement, streamline processes, and drive growth. Key Features and Functionality: - Salesforce Expertise: Yurgosky's team comprises certified professionals proficient in Salesforce products, including MuleSoft, Omni-Channel solutions, Tableau, and Pardot. - Custom Application Development: They have developed several Salesforce-native applications: - YES: An enrollment accelerator that improves customer and student enrollment and retention by processing hundreds of thousands of applications annually. - Loom: An app designed to uncover and leverage organizational relationships through interactive visualizations. - Turnout: An app for managing group schedules, tracking attendance, and hosting events, ideal for schools and training organizations. - Comprehensive Services: Yurgosky offers services in admissions, alumni relations, attendance tracking, advancement, case management, communications, data analytics and reporting, document generation, emergency SMS, events, fundraising, grants, marketing, program management, recruitment, registration, and student success. Primary Value and Solutions Provided: Yurgosky empowers organizations to make data-informed decisions, leading to improved operational efficiency and enhanced client engagement. By integrating advanced technology solutions within the Salesforce ecosystem, they help clients streamline processes, reduce infrastructure costs, and achieve their strategic goals. Their human-centric approach ensures that technology not only simplifies tasks but also enables organizations to reach their full potential.

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