Managing student journeys today is not just anymore about academic records, it’s about connecting every touchpoint in their lifecycle, from the first inquiry to becoming an engaged alumnus. Salesforce, with its advanced technology, delivers this holistic view, enabling educational institutions to enhance student experiences, optimize operations, and make data-driven decisions.
This comprehensive blog explains how Salesforce provides a 360° view of students:
What Does a 360° Student View Mean?
A 360° view combines every touchpoint a student has with your institution into a single, unified dashboard. It’s not just about grades; it’s about relationships, aspirations, and challenges (or better, areas for improvement). Salesforce lets you track the following:
- Academic progress: Real-time updates on test scores, assignments, and learning gaps.
- Engagement: Participation in activities, counseling sessions, or career services.
- Feedback: Insights from surveys and social sentiment analysis.
- The result? Institutions no longer rely on isolated data but can make well-rounded decisions.
How Salesforce Delivers This View?
Here’s how Salesforce helps educators deliver a 360-degree view:
1. Unified Data Sources with Salesforce CRM
Schools and colleges typically use multiple tools, an LMS for classes, a CRM for admissions, and spreadsheets for student records. Salesforce connects all of these into a central hub by creating student profiles using tools like MuleSoft and Education Data Architecture (EDA).
78% of higher education institutions report improved decision-making after integrating Salesforce.
By linking data silos, you can see trends that were previously invisible. For example, declining attendance correlated with poor counseling access.
2. Customizable Dashboards for Real-Time Insights
Salesforce Einstein Analytics transforms raw data into actionable insights. These dashboards are not generic, they’re tailored to your institution’s priorities.
- Want to see first-generation student performance trends
- Need insights on STEM vs. Arts retention?
With drag-and-drop simplicity, administrators can visualize metrics that matter without involving IT experts.
3. Personalized Student Journeys
Using Salesforce Marketing Cloud, schools create individualized paths for students. For example:
- Sending reminders about internship deadlines based on a student’s major.
- Providing resources to students struggling with coursework through automated, AI-driven emails.
- This personalization leads to better engagement and outcomes.
Institutions using Salesforce Marketing Cloud report a 30% improvement in email open rates and student action rates.
4. Predictive Analytics for Early Intervention
What if you could identify students at risk of dropping out before it happens? Salesforce Einstein uses predictive modeling to flag warning signs like:
- Unusual activity patterns on the student portal.
- Decline in academic performance.
- Disengagement from extracurriculars.
By catching these signals early, institutions can offer support programs to improve retention.
Simplify processes, improve communication, and enhance the overall student experience with Salesforce Education Solutions!
Why Does This Matter?
1. Retention Rates Improve
For every 5% increase in student retention, schools see a 10%-25% boost in revenue. Salesforce not only tracks but also helps intervene.
2. Alumni Relationships Thrive
Institutions can maintain stronger alumni ties by understanding student journeys from enrollment to graduation. For example, an alum who was active in sports is more likely to donate if approached for a sports-related initiative.
3. Simplified Compliance
Many institutions face regulatory audits that require clean, consistent data. Salesforce automates compliance reporting, reducing the workload and errors.
Why Choose Plumlogix?
Plumlogix simplifies the journey to gaining a complete view of your students. Here’s how we make it effortless for educational institutions:
- Expertise in the Education Sector
Our team brings a wealth of knowledge of the education industry, allowing us to comprehend the intricacies of your needs and translate data into actionable insights.
- Custom Solutions for Unique Goals
We understand that each institution has its own aspirations. That’s why we create tailored solutions designed to help you simplify admissions, track student progress, and nurture alumni relationships effectively.
- Unified Data Integration
With Plumlogix, all your existing systems seamlessly integrate into Salesforce, creating a cohesive ecosystem that provides a comprehensive view of every student.
- Ongoing Support and Guidance
Our commitment doesn’t end at launch. From the very start and well beyond, Plumlogix is here to support your team with training, troubleshooting, and any assistance you may need for sustained success.
- Proven Track Record
Our success stories are a testament to our impact, showing how we’ve assisted institutions like yours in streamlining operations and enhancing student outcomes.
Case Study – Proven Success in Action
Our client is a nonprofit education organization with a presence in over 8 major US cities.
The Challenge
Data silos from using two separate Salesforce orgs across eight cities hindered student tracking and management.
Our Solution
- Consolidated data into a centralized Salesforce Education Cloud.
- Integrated AI tools for proactive student support and streamlined operations.
- Developed custom dashboards and AI-powered chatbots for actionable insights.
Business Outcome
- $2M Saved through operational efficiency.
- Improved student outcomes with personalized recommendations.
- Enhanced data visibility for better decision-making and engagement.
Conclusion
Salesforce doesn’t just organize data, it transforms how institutions connect with their students. By bringing everything into one place, colleges can see the full picture, act faster, and build stronger student relationships. For institutions ready to make data-driven decisions and create meaningful student outcomes, Salesforce is the bridge to a more personalized and efficient future.
