Higher Education CRM Solutions for Student Success

Trusted Salesforce implementation for universities and colleges focused on improving student lifecycle management, enrollment operations, and alumni engagement

Multiple Platforms, one integration partner

Sales Cloud
Service Cloud
Education Cloud
Data Cloud
Marketing Cloud
Experience Cloud

Why Higher Education Institutions Choose Capital S

Higher education institutions need technology partners who understand academic workflows and student data requirements
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We bring proven implementation expertise with the flexibility and security standards educational institutions demand

Custom System Configuration

We configure Salesforce to adapt to your admissions processes and academic requirements rather than forcing standardization. We build custom workflows for application review, enrollment management, and academic program tracking that reflect how your institution actually operates, from prospective student identification through graduation

Agile Implementation Excellence

Our agile approach demonstrates working software at the end of each sprint, building functionality alongside stakeholders and incorporating feedback throughout the process. With 85% of our business from repeat clients and referrals, we consistently deliver results while understanding academic timelines and budget cycles

Data Privacy & Security

FERPA compliance and student data protection built into every system we create. We understand the critical importance of educational privacy requirements and implement role-based access controls and secure data handling protocols that meet federal educational privacy standards

Higher Education Operations

Every higher education institution has different admissions processes, academic requirements, and student support needs
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We build Salesforce solutions that adapt to your processes, integrate with your systems, and support your educational mission

Admissions

Application tracking systems with custom workflows for prospect management, application processing, and enrollment coordination. Landing page creation and form capabilities support recruitment campaigns while maintaining complete applicant data throughout the admissions process

Student Services

Student lifecycle management from enrollment through graduation with retention program tracking, academic support coordination, and intervention management. Custom reporting provides insights into student success patterns and program effectiveness

Alumni Relations

Donor management and fundraising campaign coordination with comprehensive alumni engagement tracking. Grant management workflows support development operations while maintaining detailed relationship histories and giving patterns across multiple campaigns

Systems That Evolve With Your Institution

Successful higher education CRM implementations require more than just software deployment
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We provide comprehensive support from training through ongoing optimization to ensure long-term success

Performance & Reporting

Built-in dashboards and reporting tools provide real-time visibility into enrollment metrics, student success indicators, and fundraising performance. Custom reports meet your specific institutional requirements while supporting accreditation and compliance reporting needs

Training & Adoption

We ensure your team can use the system effectively from day one. Comprehensive training programs and user documentation help staff adopt new workflows quickly while maintaining productivity during the transition to improved processes

Ongoing Support

Our relationship continues after go-live with ongoing system optimization, troubleshooting, and updates. As your institution's needs change or new requirements emerge, we adapt your CRM platform to maintain peak performance and educational compliance

Want to learn more about our services?

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Frequently Asked Questions

Why Do Higher Education Institutions Need CRM Systems?

Higher education institutions manage complex relationships across the entire student lifecycle, from prospective students through alumni engagement. Staff coordinate admissions processes, student support services, academic program management, and fundraising operations while maintaining detailed records for compliance and institutional research. A CRM platform centralizes relationship management, tracks student success metrics, and provides the data analysis essential for educational operations.

How Does Capital S Handle Integration with Campus Systems?

We can connect Salesforce with your existing campus technology, including Student Information Systems, Learning Management Systems, financial aid platforms, and alumni databases. Our approach ensures data flows between systems while maintaining FERPA compliance and security protocols. We design integrations around your actual institutional processes rather than forcing system changes.

What Makes Capital S Different from Other Higher Education Technology Partners?

We combine understanding of academic workflows with rapid, iterative development. While most higher education technology projects take months to show working results, we demonstrate functional software at the end of each sprint and build alongside stakeholders, incorporating feedback throughout the process. Our focus on custom configuration means we build around your existing academic processes rather than forcing procedural changes.

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How Do You Ensure Systems Meet FERPA Requirements?

We build FERPA compliance and student data protection into every system. Our solutions include role-based permission controls to manage access to educational records appropriately, while using Salesforce's SOC 2 Type II security infrastructure. We work with institutional stakeholders to understand specific privacy requirements while maintaining the data access needed for educational operations.

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Can You Work Within Higher Education Budget Cycles?

Yes - we understand academic budget cycles, procurement processes, and planning timelines. We structure implementations to work within institutional contracting requirements while delivering results through our agile methodology with regular sprint demonstrations and stakeholder feedback. Our approach accommodates the collaborative decision-making processes common in higher education.

What Types of Custom Configuration Do You Build for Higher Education?

We configure Salesforce with custom objects, workflows, and automation that address unique institutional needs. This includes student lifecycle tracking with custom fields and stages, admissions workflow automation, alumni engagement dashboards, and fundraising campaign management. Examples include applicant tracking with custom data fields, student success intervention workflows, grant management objects, and reporting dashboards tailored to institutional requirements and accreditation needs.