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Student Success
Seamlessly connect the student experience and increase retention with an integrated student success platform. Power holistic advising, strengthen engagement, and streamline services to help students reach their goals. Scale your impact with automation and trusted AI built directly into your CRM.
Higher education customers increase retention by 15% with Salesforce.*
How can institutions boost student success with Salesforce?
Bring together students, staff, and leaders across your institution on the #1 AI CRM. Equip your teams with holistic student views to build deeper connections that foster well-being. Visualize data quickly and harness AI-powered predictions to continually assess and improve your initiatives with our student success platform.
Deliver holistic advising experiences with collaboration tools and powerful analytics.
Unify disparate student data – SIS, LMS, admissions, and other critical sources – into one location to gain a 360-degree view of every student. Securely collaborate on a unified student record over time, share notes, and get early indicators to identify students in need. Create, automate, and aggregate alerts to take action individually or at scale.
Connect students to the right staff by providing streamlined appointment scheduling with their personal advisors and counselors. Manage dynamic schedules and offer various appointment options such as drop-ins. Customize appointment scheduling workflows to meet your advising model’s unique needs.
Effortlessly navigate degree planning for a seamless journey to graduation. Streamline degree progress, empower learners to make informed program decisions, and shape each unique academic journey with an intuitive interface.
Define your key student success indicators and use predictive AI insights and recommendations to take action. Save time and scale personalized student support with AI-generated summaries of key advising details. Empower leadership with real-time data to identify trends and drive continuous improvement.
Maximize engagement with personalized experiences throughout the student journey.
Personalize student communications to help create a sense of belonging with intelligent journeys that deliver relevant messages based on real-time behavior. Build targeted outreach campaigns to specific student populations who need additional support. Tailor messages using AI-generated emails enriched with student data.
Help students reach their academic, career, and personal goals. Advisors and support staff can build personalized care plans that address students’ biggest challenges and work toward specific milestones. Students can create their own action plans, visible to advisors, that quickly define actionable steps to stay on track.
Give students one place to manage their journeys, no matter where they are. Students can quickly interact with their success team, manage appointments, view details on their care plans, and stay organized with a consolidated view of relevant and timely action items.
Establish a regular cadence of pulse checks to proactively capture student wellbeing. Visualize pulse check responses over time to assess which students require additional support, and add them to watchlists for ongoing tracking.
Streamline student services with a one-stop center, powered by AI.
Quickly triage students’ needs using case management functionality trusted by institutions across the globe. Give your staff the most relevant data and automate the distribution of cases so they can deliver impactful support to every student. Instantly collaborate to resolve cases faster by swarming in Slack.
Resolve cases accurately and deliver faster student support with Agentforce. Automate answers to the most common questions or routine processes and ensure students get trusted, useful answers. Automatically summarize case resolutions and securely share with select staff to improve collaboration, feed your knowledge base, and scale operations.
Enable students to quickly self-serve and save staff time by making useful information easily accessible. Use AI to summarize support interactions and create helpful knowledge articles. Build a robust knowledge base with articles on topics ranging from campus resources to frequently asked questions.
Track student support programs and the services they provide, like career readiness, tutoring, and well-being. Publish available support programs for students to self-discover and enroll in. Report on program and service utilization, identify trends, and assess performance.
Extend your student success solution with these related products.
Education Cloud
Elevate the education experience with the #1 CRM for learner and institution success.
Salesforce AI
Create customizable, predictive, and generative AI experiences with trusted AI for institutions of all sizes.
Marketing Cloud
Make every moment count with data-driven communications delivered throughout the learner lifecycle.
Tableau
Boost productivity and decision-making institution-wide with AI-powered analytics.
MuleSoft
Integrate all your data, systems, or AI models to transform your institution and drive lifelong value.
Data Cloud
Connect, harmonize, and activate data from any system into a complete view of every constituent.
Slack
Bring students, faculty, and staff together to collaborate and engage from anywhere.
Achieve your student success goals with our help.
Get in touch today and our education experts will help you:
- Determine the right solution for your institution's needs
- Build a tailored plan to help you get up and running fast
- Connect with use cases from trailblazing institutions
We needed a more modern system to support our work and meet students where they are in their journey. With Education Cloud , we’re creating a one-stop shop to connect our advisors, prospective and current students, alumni, and families.
Robin BryanAVP for Information Technology and CIO, James Madison University
Hit the ground running with student success tips, tricks, and best practices.
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Student Success FAQ
Student success software helps advisors, faculty, and staff unify data to seamlessly connect the student experience. With one, integrated platform, staff can power holistic advising, strengthen student engagement, streamline services, and improve productivity using analytics and trusted AI.
The right student success platform can help institutions increase student retention, graduation, and satisfaction rates. Instead of stitching data together across disparate systems, staff can save time with unified views of every student and support them throughout their entire educational journey.
When comparing student success software, consider whether the solution has the integrations and customizations you're looking for, a reputable user experience and ROI, trusted customer support, and the flexibility to grow with your evolving needs. Outline your pain points, compare features, and explore key references.
Institutions of all sizes trust Salesforce's student success platform to not only elevate the student experience, but also to increase staff productivity at scale. In fact, Forrester Consulting highlighted a retention increase and the ROI benefits of Salesforce for multiple institutions in this research.