6 Essential Salesforce tools in higher education

How to further improve the market’s favorite CRM.

What you will find in this ebook

Salesforce is by definition, the world’s most popular CRM and the go-to software for institutions that want to manage large numbers of students. But Salesforce alone isn’t enough to make it the machine you need to both increase enrollment and manage current students and alumni.

That’s why we’ve created this quick guide, in which we’ll introduce you to the six key Salesforce tools your institution needs to increase the performance of your CRM.

Here are just a few of the topics we’ll cover:

• The importance of Salesforce for educational institutions.
• Why adding tools to Salesforce is important.
• Types of Salesforce integrations and their benefits.

Who is this guide for?

CRM administrators
Learn the best initiatives to keep your CRM software data secure and free from duplication and loss.

Digital innovators
Learn how to make Salesforce the software of choice in their companies to improve and upgrade sales and customer management processes for good.

IT Managers
Discover the best initiatives for recording and tracking activity to improve reporting and data collection.