Salesforce for Higher Education Transformed with Titan!
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
Salesforce For Higher Education
Creating intuitive enrollment processes, and interactive experiences with students, via the use of Salesforce, sounds like an attractive proposition to many Higher Ed Institutions.
But how do you get started with Salesforce in Higher Education? And where do you begin when wanting to modernize student admissions and the overall experience for learners, alumni, and staff? The task can seem like a daunting one, especially if you are presented with solutions, which require complex code and development.
100% Salesforce Integrated….No code, no fuss
What if we told you there are solutions, empowering you to build streamlined application processes and student portals, fully integrated with the data-driven power of Salesforce? And that you can create all this for your Higher Ed Institutions and students using zero code?
Recruitment + Admissions made easy
The benefits of automated admissions far outweigh any perceived cons, with online admissions making it easier for applicants to apply anytime they want. It also enables educational Higher Ed Institutions to access applicant data and records at the click of a button. Transitioning to online admissions, and management of student records, helps Higher Ed organizations to make fewer administrative errors, and increases the speed with which colleges, universities and schools can get back to prospective students.
But how should an online interface for the education industry look and feel? And how can you ensure data quality?
Streamline Higher Ed with Salesforce
Salesforce is the world’s number one enterprise cloud platform, and there is a good chance you have heard of it. Salesforce tools and services can be used across practically any industry. But what value can Salesforce technology add to the education sector?
Well, for a start, you can generate smart, branded, up-to-date application forms based on your Salesforce data. This way, you can personalize the experience for all students, and generate automated application documents, containing pre-populated information specific to a student, such as their profile, the course they are applying for, and much more. Salesforce is a powerful tool for storing any record you want, and pulling data live from this platform will empower you to work more efficiently.
Use Case: Grade Reports for a Connected Campus
For example, consider the power of Salesforce automation tools when it comes to sending out grade reports. Using Salesforce automation, you can choose a custom group of people, say all members of a particular class, and set a custom date and time that these people should receive their grade report. So for instance, when the 6th of December 2022 comes around, at 12 noon, all students in a designated class will get their grade reports, at the same time.
Like magic right? Except better…below we discuss some Salesforce Higher Ed products.
Salesforce Higher Ed Product Overview
Salesforce has all the information your Higher Ed organization needs to run effectively, at the pace of a modern business, and there are some great Salesforce products for Higher Ed. Check out some of these below:
Higher Education Data Architecture (EDA)
Admissions Connect Salesforce
Salesforce for Universities: Student Success Hub
Read more about these products and other Higher Education Salesforce offerings at Higher Ed Product Overview.
You can also reach out to Salesforce-certified partners, with special expertise in Higher Ed, by visiting this page.
Stuck for Salesforce Skills?
While Salesforce is a pretty mind-blowing tool, the truth is many solutions require intensive code, or are expensive to purchase. So you get the results, but at what cost to you and your Higher Ed Institution? It might be tempting to just give up and stick with the known, because even if current strategies are not fully effective, at least you understand them, right?
But there’s more…
Of course, else we wouldn’t be here.
Because, you can actually find someone, or rather let’s say something, to do the heavy lifting for you.
Transform the Student Journey Today
That’s where we at Titan come in. Our special power is that we are 100% integrated with Salesforce, and connect you and your Higher Ed Institution to real-time Salesforce data in seconds. With us, you can build student portals, interactive application forms, rich resource pages, and lots more. And better yet, we empower you to do all this quickly, easily, and with no code.
Success Plans for Salesforce Higher Education
Can you be more specific? Is the question you are probably asking! Everything we have said might sound interesting, but how can Titan, combined with the power of Salesforce practically benefit a Higher Ed organization?
We have Salesforce Use Cases…
Actually, lots of them, and below we will get stuck into a few. The big takeaway is that your Higher Ed Institution needs a full suite of enterprise applications, fully integrated with Salesforce, to experience freedom and flexibility for all users.
Dynamic Salesforce Portals
What can a Salesforce portal really do? Well, students can dynamically interact with your Higher Ed Institution via a Student Portal, built with one of our products, Titan Web. A portal like this, can be easily built, with our no code Web App for Salesforce. All in just a few clicks!
Entering the Student portal, applicants, current students, alumni, and staff can create custom profiles and login details. As a result, when you sign in, you can experience an interface tailored to suit your needs and individual preferences.
What can these Salesforce Student Portals do?
Salesforce student portals, designed with Titan Web, convey an astonishing range of useful information such as news articles, faculty information, and details on how to apply for loans and grants. Students can also sign in, update personal information, view grades, apply for courses, enroll in your Higher Ed Institution, and learn more about student activities. Students, alumni, and teachers get sophisticated and user-friendly interfaces at the touch of a button. Financial Aid chatbots, support tickets, and payment gateways are other key offerings of an efficient student portal for Salesforce.
Learn more about the functionalities and benefits of a Salesforce student portal by watching this video detailing a Titan student portal.
Dynamic Salesforce Forms
Salesforce is a powerful platform but it does not possess form-making capability, so a third-party solution is required. And this is where we make ourselves useful….Titan lets you quickly push and pull student admission forms, grant applications, financial aid documents, and more, to and from Salesforce in just a few clicks. All code-free
Ace the application process
We aren’t talking about grades here, that’s up to the students. But we are talking about fast, interactive, and efficient course registration for a better enrolment experience. Once prospective students have access to a dynamic student portal, they will get a chance to read about the courses and qualifications that interest them, as well as the criteria for admission.
But how do application forms work? And can other admission-related forms, such as interview evaluations be improved with Titan plus the technology of Salesforce?
Application Forms
Well for a start you can generate interactive application documents pre-populated from Salesforce using Titan forms. Prospective students can interact with all data and fields, and you as a Higher Ed organization can add any type of field you want. Include drop-down menus, primary onboarding registration fields, including name, email, URL, date and time, signature, and more.
Co-browsing is also possible, which means forms can be viewed and edited together in real-time, for a truly interactive experience between Higher Ed Institutions and students. Applications can be anything you and your students want them to be!
For a more in-depth look at the forms we offer for Higher Ed, check out our Ultimate Guide to Higher Ed Forms for Salesforce.
Salesforce Electronic Signatures
So filling in forms is made easy but what about sealing the deal? Many application forms require signatures, and for financial aid agreements and grant paperwork they are usually essential. Can we speed it all up, and what are the right e-signature options for your Higher Ed organization?
Sealing the deal: sign applications, financial aid agreements, and grants
Titan Sign provides e-signatures, fully integrated with Salesforce, to get electronic signature turn-around within minutes. You can also generate an instant URL for a Titan Sign document for Salesforce e-signatures. This means you can just send a link to whoever needs it, and they will be directed to the relevant document to sign, whether it be a financial aid contract, or anything else.
Scholarship Application Forms
Your Higher Ed Institution is going to up its rep by attracting brilliant minds, who go on to make important discoveries, innovations, or even write landmark papers. Scholarships are one way to get the great minds of tomorrow to become affiliated with you. But let’s face it, the paperwork can be a hack, and depending on who is funding the scholarship, you might need multiple signatures.
Titan Sign can prove really useful here, making your e-signatures for Salesforce seamless. Scholarship Application forms, which need to be signed, are easy to share. This is especially given that Titan Sign is mobile friendly, meaning staff, students, and partners can access it on the go.
Grant and financial assistance applications
These can take the form of student loans or bursaries, but they are essential in ensuring that every one good enough to get into your Higher Ed Institution, gets the financial support they need to study there. Financial agreements can be complicated and many forms require signing and initializing in multiple places.
Our e-signatures for Salesforce can ease this process, by enabling you to sign a financial aid agreement with a standard e-signature or a digital signature, which can be used across your whole document. So no need to go through the drag of creating multiple signatures.
Salesforce Surveys
Success starts with satisfying both students and staff. But how can you deliver the right initiatives, resources, courses, and programs if you don’t know what they want? Feedback forms and surveys are always a good way to identify blindspots in your Higher Ed Institution and introduce changes, which improve overall student and faculty well-being.
This doesn’t sound like the most practical task though, does it? Imagine a college or university with thousands of learners and hundreds of staff…. And here we are telling you to conduct a survey and accurately analyze data to introduce feed-back based progress…. Seems like a (boring) and full-time job. But Salesforce is a great place to collect, analyze, and report survey data.
Interact with Students and Faculty: Feedback Forms
Salesforce has open APIs and architectural flexibility, and it allows your Higher Ed organization to create and relate data in exactly the way you want. This makes Salesforce effective at working with Survey data in the educational environment.
Salesforce does provide its own survey tool, which you can check out by visiting Salesforce Help. This is in many ways a useful offering but it is not always robust enough to capture and report on all data that Higher Ed organizations need to collect. It’s also worth mentioning that there are other survey tools on the market, but many of them are pretty pricey, and their connection to Salesforce is not always comprehensive enough, depending on your needs.
Titan Surveys
Our answer to the potential pitfalls of the above solutions, has been to introduce Titan Surveys, which is fully integrated with Salesforce. Our solution requires no configuration, and is super easy to use, so just about anyone can create and send out surveys. With Titan, you can send both web and email surveys to your staff and students.
Application Feedback Forms
You could, for instance, send an email survey each time a potential student submits an application. The applicant would then get sent an automated email thanking them for their time, and asking if they were satisfied with the experience. You can choose if you would like respondents to rate using stars, likerts, text, or anything else. This feedback can then be sent straight back to Salesforce, and there is no need for the applicant to navigate away from their mailbox.
Course Evaluation Feedback Forms
Feedback forms for courses are a fantastic way of getting in touch with students, and figuring out how you can improve courses for your learners. Setting up a course feedback form with Titan is pretty simple, and you could, for example, send out a quick link to a web survey. Our Web Survey builder can provide students with dynamic questionnaires on their courses or simple, single, and multi-page surveys. You can choose from an impressive array of field types and style everything to match the look and feel of the course you seek feedback on. You can also choose to use any question type you need: Text, Date, Time, Picklists, Rankings, and sliders, we probably have it here! And the flow of questions can be directed, based on the answers of the student responding. So for instance a student responding negatively to the survey will get a different question flow to someone responding positively.
Alumni Survey Form
Staying in touch with past students, and creating a close community for your Higher Ed Institution is an effective way to engage donors, get funding, and find out where you can improve. Send out either a Titan email survey, or web survey to connect with your valued Alumni and build relationships that last.
Wait, have we missed any tips & tricks on Salesforce for Higher Ed?
The benefits of Titan, working in tandem with Salesforce are pretty extensive. But let’s itemize some of the key offerings we can provide for your Higher Ed Institution:
Ready to transform your Higher Ed Institution today?
We hope you found this a useful read. If you are ready to modernize your Higher Ed institution, centralize paperwork, and empower learners and staff through creating automated, user-friendly processes, reach out to us. We would love to hear from you!
Contact us by visiting:
Disclaimer: The information listed in this article is based on information provided by companies online and online reviews from users. If you found a mistake, please contact us.
