News & Blogs

Explore the latest insights and strategies shaping higher education CRM.

AI Transcript Evaluation in Salesforce: Put Institutions Back in Control

Tags: , , , , , |

Transcript evaluation often becomes a visibility problem before it becomes an automation problem. A document arrives. Someone opens it in one system. Course data is reviewed somewhere else. Equivalencies live in another process. Then the [...]

Simplify Online Selling in Salesforce with FormBuilder RX Shopping Cart

Tags: , , , , |

Organizations use Salesforce to manage relationships, registrations, and customer data. Many also want to use Salesforce to sell courses, events, memberships, applications, and other offerings. On paper, it sounds simple. Keep everything connected to Salesforce [...]

Summer Admissions Preparation: Get Ready for Fall Without the Stress

Tags: , , , , |

Preparing for a new academic year is no small feat. For many higher education administrators, the work begins long before summer break. You may need to update applications, adjust programs and terms, revise admission requirements, [...]