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Salesforce for Higher Ed

4.1
(30)

Salesforce for Higher Ed is a CRM-based set of solutions that enable institutions to drive student success across the life cycle from prospect to alum. It includes the Salesforce Platform, HEDA (Higher Education Data Architecture), solution sets for Recruiting & Admissions, Student Success, Advancement, and purpose-built products like Salesforce Advisor Link.

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Salesforce for Higher Ed Reviews

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Salesforce for Higher Ed review by Leah M.
Leah M.
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"Salesforce for Higher Ed "

What do you like best?

I like that Salesforce offers a product that helps break down the silo's within higher education. Using the Salesforce Advisor Portal combined with case management, allows visibility into what is happening with a particular student at any point in the recruitment or student life cycle. From prospect to alumni, we can see where the student has been and their experience thus far.

What do you dislike?

Nothing, I love Salesforce Education cloud for higher ed.

Recommendations to others considering the product

Using SAL and case management together with Marketing Cloud offer a very transparent look into students within higher education.

What business problems are you solving with the product? What benefits have you realized?

We are solving an issue with transparency among different departments and use cases. Our advisors use Salesforce differently than our recruiters or support staff but all of them have needs that must be met and configured to play nicely.

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Salesforce for Higher Ed review by Administrator
Administrator
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Verified Current User
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"Salesforce For Higher Ed is an Outstanding CRM Option"

What do you like best?

Salesforce for Higher Ed is finally just that, Salesforce that has been tweeked to work with higher education institutes. We came over originally before Higher Ed was built out and while it was good, this just makes it better and so adapt at higher ed needs

What do you dislike?

If you already had Salesforce set up in your org before Higher Ed was announced it can be hard to transition and keep all of your data intact. That said, it has a lot more benefits than minus at this point. It can be hard to administer and you will need a full time admin to make this work for you.

Recommendations to others considering the product

There are really only two solutions out there now. Salesforce for Higher Ed or Slate. Slate may be easier initially but Salesforce is the industry leader in CRM technology and should be the main selling point. We are glad we switched and haven't looked back yet.

What business problems are you solving with the product? What benefits have you realized?

The ability for counselors to create tasks for themselves and log activities has been outstanding. This keeps counselors up to date and keeps from losing students that might have otherwise fallen between the cracks.

What Higher Education Student Information Systems solution do you use?

Thanks for letting us know!
Salesforce for Higher Ed review by Consultant in Computer Software
Consultant in Computer Software
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Verified Current User
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Salesforce's Dynamic Tool for Higher Ed Institutions "

What do you like best?

The capabilities with each object in higher ed makes it easy for admissions and advancement to track the progression of student and alumni in one place. The ability to integrate with other software through the APP exchange is also a huge plus for any school that in not already running on one specific platform. Fantastic Customer Support as well.

What do you dislike?

Salesforce can be overwhelming for schools who are just learning about its capabilities and may be a budget concern for smaller schools looking to get a powerful all in one CRM tool. It may also be difficult to get entire institution to believe in the product, so starting in key departments may be helpful when initially implementing.

Recommendations to others considering the product

Great tool if a powerful CRM is needed for the Higher Ed institution.

What business problems are you solving with the product? What benefits have you realized?

Giving schools the power to track all aspects of their organization and ultimately provide a better experience for their students, faculty, visitors. Consolidating all of an organizations business processes in one place can allow for better long term practices, cut down on costs, and create an organization that is in sync.

Salesforce for Higher Ed review by Jose u.
Jose u.
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content

"Unify your data"

What do you like best?

I can have all my organization information in one place. No more excels with information in one place. No more excels with information that I can not croos or understand. You can enter a contactand see all interactions.

I can decide who has access to my information is one of the most importation is one of the most mportant assets of your organization and protecting it is a priority.

What do you dislike?

When comparing feature by feature it clear that Salesforce in the highest cost product in the CRM SaaS industry.

Recommendations to others considering the product

The salesforce user interface maximizes consumer technology to deliver a simple and satisfying customer experience. This has an amazing effect on attracting new users.

What business problems are you solving with the product? What benefits have you realized?

Thanks to Trailhead, my team will be able to leatm new areas of Salesforce for free, interactive and remote.

Salesforce for Higher Ed review by Mikaela C.
Mikaela C.
Validated Reviewer
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content

"Great software with a reliable name"

What do you like best?

Salesforce offers solutions that allows my school to better connect to, engage and recruit students through 1:1 communication. We use this for thing such as the FAFSA and other communication needs. It creates a direct line of communication between the school and the student.

What do you dislike?

It is pricey to begin with. There are many other options out there that less expansive and have more features. It also changes the role of students into customers/clients instead of people and makes them into numbers.

Recommendations to others considering the product

Great software!

What business problems are you solving with the product? What benefits have you realized?

The problems that are bring solved with Salesforce for Higher Ed is that it is connecting students one on one. The benefit is that it is helping everyone to stay connected. It is beneficial for the school because it streamlines the processes.

Salesforce for Higher Ed review by Administrator
Administrator
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content

"SalesForce "

What do you like best?

Its amazing. Its a one point of contact for everything. It lets me see perspective students and all their interactions, social media posts, and so on so that we recruit the right students from the start. Then it tracks and keeps up with all correspondence with the perspective student through the recruitment process, once they register, and throughout their time spent with us. It doesn't matter what media we use for communication it puts it all in one location. Also, because of cloud access when traveling or working from home all the information is accessible. I don't have to lug a laptop, my phone or iPad works great.

What do you dislike?

So far I haven't found anything that really doesn't meet our needs or that I find troublesome. It has been an overall great experience.

Recommendations to others considering the product

I would highly recommend it. It makes everything so easy and simplifies your life. It allows work to flow so much smoother. When traveling it makes everything easy and accessible. It stores on the cloud so you don't have to have your desktop. You can use laptops, phones, tablets. IT works across windows and macs. ITs great.

What business problems are you solving with the product? What benefits have you realized?

Recruitment, management of communications for traveling and remote employees, keeps up with everything. It makes accessibility easy and communication. Its everything in one location.

Salesforce for Higher Ed review by Administrator in Education Management
Administrator in Education Management
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Verified Current User
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content

"Salesforce HEDA "

What do you like best?

OOD allows connections across many different objects. Opportunities allow admission to track application through matriculation (and beyond for those who want to venture into current student enrollment) and more. Open source provides this platform with the ability to meet almost any requirement by Higher Education institutions

What do you dislike?

Some updates that should already be available, but have been taking time due to upvotes on the PowerofUs Hub (i.e. e-mail report .xls to user).

What business problems are you solving with the product? What benefits have you realized?

We are using this platform to track throughout enrollment funnel from Lead to Matriculation. Tracking conversions and knowing what lead sources provide the best ROI is helpful is planning purposefully for each recruitment cycle.

Salesforce for Higher Ed review by shawn l.
shawn l.
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content

"Sale forces is great! "

What do you like best?

You can sign up to watch the free demo videos. You can sell, service, market and connect to grow your business every day.

What do you dislike?

I dislike that it is only free for the demo. It is quite pricey. It does help with costs- but is still more expensive than other software

Recommendations to others considering the product

would highly recommend. has a great interface. it is incredibly easy to use and not at all difficult to learn

What business problems are you solving with the product? What benefits have you realized?

It’s business management solutions is solving the hassles of business software. There is nothing to install which is really convenient! It saves your company time and money!

Salesforce for Higher Ed review by Jenna F.
Jenna F.
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content

"The Best"

What do you like best?

Salesforce is the absolute best. I use this to manage all of the leads coming into our school, then adjust each leads status to show who we've contacted, what class their interested in, if they've toured the school, and if they've enrolled!

What do you dislike?

I wish there was a way to automatically check for duplicate leads as they come in to Salesforce. We have to manually do this which is time consuming.

Recommendations to others considering the product

Download apps and ad-ins to improve your user experience.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of the lifespan of our leads. We can also see where each lead came from (our website, google search, social media page, etc.).

Salesforce for Higher Ed review by Scott S.
Scott S.
Validated Reviewer
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content

"Salesforce for Higher Ed"

What do you like best?

I really liked that software crm because it helped organize all students and faculty data into one centralized place vs before our CRM broke and didn't have the power like salesforce does.

What do you dislike?

I don't like the fact that salesforce for higher ed takes a backend employee to run and having to contact that person frequently to fix fields can be time consuming.

What business problems are you solving with the product? What benefits have you realized?

Used this to solve business problems such as storing all leads and contacts in one place and being able to mass email leads at a time.

Salesforce for Higher Ed review by User
User
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Verified Current User
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content

"User Friendly "

What do you like best?

Organization of information allowing for easy accessibility and clean data management. Easy to train and software offers many customization features to better fit a company's needs.

What do you dislike?

Software being paired with other software programs can cause hiccups in efficiency. If using Salesforce at the same time as another software, there can be glitches between the two from time to time.

What business problems are you solving with the product? What benefits have you realized?

Data management, lead generation/progression, student lifecycles and tracking, documentation, etc.

Salesforce for Higher Ed review by User
User
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Verified Current User
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content

"Connection to Prospects"

What do you like best?

An effective tool to track a prospect's journey with customizable fields, integration with apps for communication. Salesforce partnership with the higher education community and pricing model demonstrates a mission for education.

What do you dislike?

Robust system that requires significant support on admin and IT sides.

Recommendations to others considering the product

Have a strong project management team, leadership support, implementation partners, educated IT staff with necessary training, and cheerleaders - lots of cheerleaders.

What business problems are you solving with the product? What benefits have you realized?

Effective means of tracking leads, triggering timely communications.

Salesforce for Higher Ed review by User in Marketing and Advertising
User in Marketing and Advertising
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content

"Flexible SIS System "

What do you like best?

Salesforce is a great tool to organize all of our students information. We are able to track students through their different stages and making it easier to connect with them.

What do you dislike?

There is a very steep learning curve with Salesforce for SIS and taking time to learn how to use it is the most time consuming part.

What business problems are you solving with the product? What benefits have you realized?

Being able to see where each student is, whether is a prospective student, current student, or alumni we are able to track what stage they are in. This makes it easier for use to connect with them and send them the proper information they need.

Salesforce for Higher Ed review by User
User
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content

"Game Changer"

What do you like best?

Using Salesforce for recruitment efforts has been a game changer. It is user-friendly and intuitive, increases efficiency and organization like crazy, and has opened up countless opportunities for us to refine our processes and offer applicants a better experience.

What do you dislike?

Honestly nothing; there is no perfect system, but Salesforce comes closer than anything else I've worked with.

What business problems are you solving with the product? What benefits have you realized?

One problem with managing a large volume of applicants is that people can easily slip through the cracks. By allowing us to create tasks for each step of the process (especially using if-then scenarios/conditional programming), Salesforce has allowed us to stay on top of each applicant.

Salesforce for Higher Ed review by Nidia M.
Nidia M.
Validated Reviewer
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content

"Salesforce for Higher Ed"

What do you like best?

It has an intuitive interface, very friendly, with a capacity to generate very complete reports, allows tracking the progress of each recruiter and evaluate their performance in an easy way.

What do you dislike?

Training is required to correctly handle the generation of reports

Recommendations to others considering the product

Use it, is great tool

What business problems are you solving with the product? What benefits have you realized?

I improve the performance of recruiters and the recruitment of talents

Salesforce for Higher Ed review by Jocelyn A.
Jocelyn A.
Validated Reviewer
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content

"Pros and cons "

What do you like best?

It’s easy to navigate. An entry level professional could figure it out within a day

What do you dislike?

It was almost too basic. I would have liked to see an accounts section along with adding contacts inside accounts.

It was hard to keep track of each individual contact especially having over 200 clients

What business problems are you solving with the product? What benefits have you realized?

I answered that in the dislike section

Salesforce for Higher Ed review by Steve K.
Steve K.
Validated Reviewer
Review Source
content

"salesforce"

What do you like best?

I love salesforce for higher ed because it allows me to track all student and customer data and sort by city

What do you dislike?

The price per license is very expensive and makes it tough for higher educators and schools to use this crm

What business problems are you solving with the product? What benefits have you realized?

centralize all personal data internally and externally in one spot

Salesforce for Higher Ed review by Agency in Financial Services
Agency in Financial Services
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Professional tracking system"

What do you like best?

I use Salesforce to monitor my sales and my new business partner. It's friendly use and sync to our contacts . I really like it because of unnecessary repetitive inputting of clients information . I save a lot of time doing my work. It has a lot of useful features like "Alert".

What do you dislike?

Data Entry. you have to go steps before you can do directly to where you want.

Recommendations to others considering the product

Enhancement contribution needed to revolutionize the industry.

What business problems are you solving with the product? What benefits have you realized?

Tracking business collected. Monitoring status

Salesforce for Higher Ed review by Christine D.
Christine D.
Validated Reviewer
Review Source
content

"Excellent tool for streamling the admissions process!"

What do you like best?

I liked being able to collaborate with my coworkers so we could all see what each other had done.

What do you dislike?

The overall user experience seemed outdated

What business problems are you solving with the product? What benefits have you realized?

Managing the pipeline of admissions and enrollment. We have realized where people are coming from and able to take detailed notes on everyone.

Salesforce for Higher Ed review by William M.
William M.
Validated Reviewer
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Bringing the corporate world together withe education"

What do you like best?

it is so easy to use and navigate. Helps plan out my day and weeks. Also helps with recaps with management for my accounts.

What do you dislike?

Sometimes the dropdowns are tedious and sometimes lead to laziness to not wanting to fill it all out.

What business problems are you solving with the product? What benefits have you realized?

Sales cycle correspondence has increased

Salesforce for Higher Ed review by User in Public Relations and Communications
User in Public Relations and Communications
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"Salesforce has been helpful in managing a customer base. It is user friendly, accessible, & thorough"

What do you like best?

It's user friendly interface. The features are clearly laid out and interactive. They are self explanatory. The layout is also pleasant to look at.

What do you dislike?

Nothing really. The price could be cheaper, however.

What business problems are you solving with the product? What benefits have you realized?

We are managing our customer base for programs like Orientation, Admissions, and other Student Affairs functions. We are able to stay organized and one step ahead of our goals with Salesforce.

Salesforce for Higher Ed review by User
User
Validated Reviewer
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content

"User friendly "

What do you like best?

It is a very easy CRM to use, used it for a little under a year at my old company

What do you dislike?

The customer service is quite poor, kept getting sent to the same page over and over again with no resolution to my issue

Recommendations to others considering the product

Better customer support!

What business problems are you solving with the product? What benefits have you realized?

Provided a clear singular view of all candidates

Salesforce for Higher Ed review by User
User
Validated Reviewer
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content

"Seamless tool"

What do you like best?

I like the seamless communications tools within it. Along with the paperless application process that I utilize it for.

What do you dislike?

I don’t like that it doesn’t seamlessly communicate with other software I use, such as Banner.

What business problems are you solving with the product? What benefits have you realized?

The communication plan is robust and automated, our application process is paperless and electronically available to all related staff.

Salesforce for Higher Ed review by User in Computer Software
User in Computer Software
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"Best way to connect student for college placements and alumni"

What do you like best?

We used this platform in college and were impressed with user-friendly and enormous features to which we can extend this.

What do you dislike?

Looking up for data as application and attachments is slow.

Recommendations to others considering the product

Definitely, it is great software.

What business problems are you solving with the product? What benefits have you realized?

Used in our college placement cell to track current student information and alumni.

Salesforce for Higher Ed review by User in Accounting
User in Accounting
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"Great tool"

What do you like best?

This is a great tool. Our company has recently implemented sales force and it has been a great tool.

What do you dislike?

This is a new product and still learning the functions, however the instructions and guides could be more clear.

What business problems are you solving with the product? What benefits have you realized?

This is a great tool for shared data.

Salesforce for Higher Ed review by User in Political Organization
User in Political Organization
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"Sales force Review"

What do you like best?

It has an easy interface with a lot of interesting options. Tracks contracts well.

What do you dislike?

It can sometimes be hard to reach out to customer service for assistance

What business problems are you solving with the product? What benefits have you realized?

I was an intern and I migrated all contract and CDA data into the database

Salesforce for Higher Ed review by Executive Sponsor in Higher Education
Executive Sponsor in Higher Education
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content

"Small Private School "

What do you like best?

The functionality is not watered down at all just because we are a smaller shop on a large platform.

What do you dislike?

The billing in general can be hard to follow

What business problems are you solving with the product? What benefits have you realized?

Process automation has been huge for us. It has helped with application processing communications etc.

Salesforce for Higher Ed review by User in Education Management
User in Education Management
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content

"Salesforce Higher Ed"

What do you like best?

The Salesforce interface is always easy to use and navigate. The reporting and functionality is top notch.

What do you dislike?

There are no aspects of this product that I would characterize as disliking.

What business problems are you solving with the product? What benefits have you realized?

Used this as an end user working in Higher Ed sales.

Salesforce for Higher Ed review by User
User
Validated Reviewer
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content

"Great CRM"

What do you like best?

As long as admin is familiar with functionalities and capabilities, there could be built in work flow as well as live data rather than static data.

What do you dislike?

It requires a more involved admin team as well.

What business problems are you solving with the product? What benefits have you realized?

Work flow and collaboration.

Salesforce for Higher Ed review by Administrator in Consumer Services
Administrator in Consumer Services
Validated Reviewer
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content

"Easy way to document data"

What do you like best?

It’s very customizable and you can create data quickly to review

What do you dislike?

It’s Alitalia slow and you sometimes need to refresh the page

What business problems are you solving with the product? What benefits have you realized?

It helps me gather large data sets and quickly analyze information

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