News & Blogs

Explore the latest insights and strategies shaping higher education CRM.

OCAS Salesforce Integration: A Clearer Path from Application to Enrollment

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For Ontario colleges, receiving an application is only the beginning. The real challenge is moving application data, documents, status changes, decisions, and offers through every system that needs them without creating extra work for staff [...]

AI Transcript Evaluation in Salesforce: Put Institutions Back in Control

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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

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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 [...]