Education

Salesforce solutions for the education industry by Winfomi
healthcarebusiness

Industry

Professional Services - Education

Student Management

  • Centralized student database
  • Detailed student profiles with academic history
  • Automated communication workflows for students
  • Customizable student communication templates

Admissions and Enrollment

  • Online application management
  • Admission status tracking
  • Enrollment management and tracking
  • Integration with student information systems (SIS)

Course Management

  • Course catalog management
  • Class scheduling and registration
  • Course material distribution
  • Integration with learning management systems (LMS)

Faculty and Staff Management

  • Faculty and staff database
  • Role assignment and permissions management
  • Attendance tracking for faculty and staff
  • Performance evaluation and feedback tracking

Academic Performance Tracking

  • Grading and assessment management
  • Real-time academic progress tracking
  • Student performance analytics and reporting
  • Integration with assessment and grading systems

Student Support Services

  • Academic advising and counseling management
  • Support ticketing system for student queries
  • Student feedback and satisfaction tracking
  • Integration with student support systems

Alumni Relations

  • Alumni database management
  • Alumni engagement tracking
  • Alumni fundraising campaigns
  • Integration with alumni management systems

Financial Aid Management

  • Financial aid application processing
  • Award tracking and disbursement
  • Financial aid counseling management
  • Integration with financial aid management systems

Donor Management

  • Donor database management
  • Donation tracking and acknowledgment
  • Donor engagement and stewardship
  • Integration with fundraising and donor management systems

Analytics and Reporting

  • Customizable education analytics dashboards and reports
  • Real-time enrollment and retention tracking
  • Academic performance analysis and reporting
  • Student engagement and satisfaction analysis

Compliance and Security

  • Customizable business workflows
  • Role-based access control for sensitive information
  • Data encryption and secure backup
  • Regular security audits and updates

Document Management

  • Mobile app for on-the-go access to sales and customer dataSecure document storage and sharing
  • Automated document organization and categorization
  • Electronic signature integration
  • Audit trail for document access and changes

Workflow Automation

  • Customizable business workflows
  • Automated task assignment and tracking
  • Alerts and notifications for critical tasks and deadlines
  • Streamlined approval processes

Mobile Access

  • Mobile app for students, faculty, and staff
  • Real-time updates and notifications
  • Mobile document scanning and upload
  • Secure mobile communication with stakeholders

Products Used

  • Sales Cloud
  • Service Cloud
  • Field Service
  • Experience Cloud