Salesforce for Higher Education

Salesforce services

It doesn’t need to be difficult to create engaging experiences for your students, alumni, staff and faculty.

Whether you are new to Salesforce, or expanding within your institution, let SIG guide your way. Have questions? Let’s talk — no obligations.

Strategic Salesforce Consulting

Whether you want to analyze your existing infrastructure and processes,
or look years into the future, SIG can help.

IT/HR Helpdesk Design

You have internal constituents that need support from your IT or HR department. Creating a helpdesk is a great way to allow your employees to request assistance and for your IT and HR departments to ensure timely and appropriate resolution. However, the needs of each helpdesk can be vastly different. IT often deals with similar issues and needs the ability to classify and report on requests in order to identify root causes. HR often deals with sensitive and private employee information, so security and limited visibility is essential for data protection and to help avoid possible lawsuits. We will work with you to determine the specific needs for your helpdesk(s) in order for you to provide the optimal service for your employees.

Managing with Salesforce

The skills required to successfully manage your organization with Salesforce are different from the skills needed by your day-to-day users. We offer a one-hour class for executives and managers focused on how to successfully utilize Salesforce to: (i) understand organizational metrics, (ii) manage team performance, (iii) manage and coach individuals, and (iv) manage up and across the organization. Clients can include up to ten managers per session and will receive a copy of our Recommendations for Successful Management Utilizing Salesforce.

Migration Analysis

You have an existing solution that is either no longer meeting your needs, is too costly to continue using, or can be replaced with Salesforce functionality that didn’t exist when your organization made your original decision. Over the years, there have been many industry-specific solutions that were created to address unique processes or problems. Unfortunately, many of these are not as flexible as Salesforce and are therefore not able to be easily customized for your organization’s needs. We can help you understand the effort of migrating to a native Salesforce solution.

Examples of past projects include: Enrollment Rx and TargetX to native Salesforce Education Cloud; Raiser’s Edge to Salesforce Education Cloud; Hubspot and Marketo to Salesforce Marketing Cloud; and Goldmine and NetSuite to Salesforce.

Strategic Roadmap

You have a host of changes to make in order to improve your organization including new technologies and new processes. You know where you want to go, but need help getting there. How should you prioritize your investments so that the transition from current state to desired state is logical, methodical and the least disruptive as practical? Our advisors will work closely with you and your team to create a roadmap that will guide you on this journey of transformation.

TargetX / Enrollment Rx Migration Analysis

For schools utilizing TargetX or Enrollment Rx for recruitment and admissions and which have run into (i) limitations of these managed packages, (ii) compatibility issues, or (iii) suffering excessive licensing costs, we offer an analysis and roadmap to get to a native platform approach built on Salesforce Education Cloud.

Technical Debt Analysis

The only constant in the world of technology is change: updates, patches, and new editions. Many times, these provide improvements. Other times, they cause issues, don’t connect properly, or are no longer needed. This technical debt can weigh you down; not only in the cost of owning them, but in the drain on your team’s time and energy as well. Let us help you identify which solutions are working for you, and which are working against you and produce a plan to get you back to technical health.

Data Therapy Workshop

Your strategic decisions require accurate data. Duplicate records, inconsistent field usage, outdated information and other data issues lead to untrustworthy information resulting in confusion, wasted time and poor decisions. Our team will work with you to not only identify existing issues, but will also create a plan to correct them and to prevent future issues. Regain the trust in your data.

KPI Definition & Measurement

You’ve got goals set for your organization. How do you know if you’re on track to meet those goals? By defining, measuring and monitoring your Key Performance Indicators, you can identify potential issues early enough to correct them so you can achieve success. Don’t use reporting only as a rearview mirror to see where you’ve been, use it as a business GPS to get you where you want to go.

Org Consolidation Analysis/Planning

You’ve got more than one instance of CRM solutions–which may or may not be Salesforce. This is typically the result of individual business units implementing their own solutions, or perhaps a merger or acquisition of another organization. We can help you determine if there are advantages to consolidating the disparate CRM solutions into one–and if so, should it be an existing org, or a new one? It’s a complex undertaking that involves more than just moving data. We’ve helped hundreds of organizations decide which course to take. Leverage this experience to help you make the right decision.

Requirements Definition

You understand your processes and your desired outcomes. We meet with your team to translate those requirements into a solution customized to fit your specific needs. We will provide you with our recommended solution, including a detailed estimate of effort and cost associated with the configuration.

Salesforce Feature Analysis

Have you had your Salesforce instance for more than a year? If so, there have been three major releases every year since you implemented. With each of these releases, there is new functionality, improvements to existing functionality and retirement of functionality. If you haven’t made continuous improvements to your process and your infrastructure, you may be missing out on some major upgrades. We can analyze your instance of Salesforce and highlight unused or underutilized functionality that can have a significant impact on your organizations performance.

Security/Health Assessment

There are constant threats to your organizational data. Whether they are internal or external, malicious or accidental, all security lapses have negative consequences that should be avoided. We look at all aspects of security, including visibility and accessibility, process documentation, employee training, system monitoring, and data retention in order to identify risks and recommend improvements to help ensure your data is as safe as it can possibly be.

SALESFORCE IMPLEMENTATION

Education Cloud Implementation

Other Scoped Implementation

Marketing Cloud PowerStart™

Designed for Salesforce customers with a new Marketing Cloud subscription, the Marketing Cloud PowerStart will cover initial set-up and basic training to get you quickly on your way. PowerStart™ implementations are a great way to get basic deployments live quickly and cost-effectively. See Details.

Pardot PowerStart™

Designed for existing Salesforce customers wanting a quick professional implementation of Marketing Cloud Account Engagement (MCAE formerly known as Pardot), the PowerStart will cover the initial set-up and basic training to get you quickly on your way. PowerStart™ implementations are a great way to get basic deployments live quickly and cost-effectively. See Details.

Support and managed services

Learn about our AdvisorPro™ and Agile Success™ Salesforce support options.

Have questions? Let’s talk — no obligations.

AdvisorPro™

Comprehensive Salesforce support with two affordable options.

Agile Success™

Committed annual support plan
tailored to your needs.

Capabilities

By Activity

Discovery & Requirements
Data Services
Implementation
Systems Integration
Custom Development
Org Consolidation
Training & Managed Support

By Cloud

Data Cloud
Education Cloud
Experience Cloud
Marketing Cloud
Sales Cloud
Service Cloud
Other Industry Clouds

By Feature & Function

Recruitment & Admissions
Student Success
Advancement & Alumni Relations
Marketing Communications & Engagement
Lifelong Learning
Beyond the Learner

Analytics
Einstein
Flow Automation
MuleSoft
Omnistudio
Slack
And much more!

Salesforce EXPERTISE

SIG is committed to providing top functional and technical talent for clients. Our experts are ready to get to work for you. Have questions? Let’s talk !

* Salesforce Administrator

* Salesforce Advanced Administrator

* Salesforce AI Associate

* Salesforce Application Architect

* Salesforce B2B Solution Architect

* Salesforce Business Analyst

* Salesforce Business Units Accreditation

* Salesforce Data Architecture and Management Designer

* Salesforce Data Cloud Consultant

* Salesforce Deployment Designer

* Salesforce Education Cloud Consultant

* Salesforce Einstein Discovery

* Salesforce Experience Cloud Consultant

* Salesforce EXPERT Navigator – Education Solutions

* Salesforce Field Service Consultant

* Salesforce Health Cloud Accreditation

* Salesforce Identity and Access Management Designer

* Salesforce Integration Architecture Designer

* Salesforce JavaScript Developer I

* Salesforce Marketing Cloud Account Engagement Consultant

* Salesforce Marketing Cloud Account Engagement Specialist

* Salesforce Marketing Cloud Consultant

* Salesforce Marketing Cloud Email Specialist

* Salesforce Nonprofit Cloud Consultant

* Salesforce Omni Studio Consultant

* Salesforce OmniStudio Developer

* Salesforce Platform App Builder

* Salesforce Platform Developer I

* Salesforce Platform Developer II

* Salesforce Process Automation

* Salesforce Sales Cloud Consultant

* Salesforce Service Cloud Consultant

* Salesforce Sharing and Visibility Designer

* Salesforce Strategy Designer

* Salesforce System Architect

* Salesforce User Experience Designer

* Salesforce Workforce Engagement

* Slack Certified Admin

SIG Salesforce Experience Highlights

Specialists in Higher Education Since 1988
Salesforce EXPERT Navigator for Education Solutions
Expertise with Education Cloud and Education Data Architecture (EDA)
Member of the Salesforce Education Partner Leadership Council
Designated as a Trailblazing Partner by Salesforce
Former Salesforce Staff employed by SIG
Over 3,400 Completed Salesforce Engagements
Strong Integration Capabilities with Leading ERP/SIS Solutions

Strategy & Optimization

Enterprise Applications

Data Services

Cybersecurity

ERP/SIS

CRM

Business Intelligence

Cloud

Salesforce

Salesforce services

Strategic Salesforce Consulting

SALESFORCE IMPLEMENTATION

Education Cloud Implementation

Other Scoped Implementation

Marketing Cloud PowerStart™

Pardot PowerStart™

Support and managed services

AdvisorPro™

Agile Success™

Capabilities

By Activity

By Cloud

By Feature & Function

Salesforce EXPERTISE

SIG Salesforce Experience Highlights

Salesforce Success Stories

Ottawa University

From Fragmentation to Record Enrollment: Ottawa University’s Salesforce Success Story

Arizona State University (ASU) Global Launch

Celebrating 10 Years of Salesforce at Global Launch

Michigan State University (MSU)

Empowering MSU’s Kinship Care Resource Center: Streamlining Family Support with Salesforce Solutions

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