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Salesforce for K-12 Education
Connect your data and teams on a secure, integrated platform to exceed enrollment targets, deliver holistic student support, improve fundraising, and streamline communications. With automation and trusted AI built directly into your K-12 CRM, free up staff to focus on what matters most – supporting students and families.
School systems of all sizes create connected experiences with Salesforce.
Admissions and Enrollment
Education Cloud helps us drive enrollment across the district. Families have overwhelmingly embraced the new self-service enrollment system thanks to its easy-to-use interface. We can now ensure students are placed faster, giving school leaders the visibility they need to plan and staff effectively.
Dave HandExecutive Director of Data Systems and Solutions, NOLA Public Schools
Simplify admissions processes and improve enrollment with a seamless experience.
Meet families on the channels they prefer and tailor communications with intelligent journeys that deliver the most relevant messages at a given time. AI-driven personalization across your website, email, mobile, and social helps families differentiate your programming and take the next step in the admissions process.
Make it easy to apply and enroll with a flexible experience from start to finish. Allow families to start, save for later, and seamlessly complete applications and enrollment forms from any device, at any time.
Save staff time by reducing manual processes. AI-ready chatbots answer common questions at scale and ensure every family gets the support they need when they need it most with helpful notifications – all in one, secure portal.
Harness analytics and AI to identify which activities are driving the most impact. Review progress toward goals with customizable reports and dashboards. Keep track of key metrics, predict trends, and take action to improve your strategy year over year.
Student Success
Salesforce helps us track students’ needs – academic, behavioral, emotional, mental health – and monitor how we’re supporting the whole child. We can quickly visualize data, which makes it easy to communicate student progress.
Yelitza PeñaStudent and Parent Support Programs Coordinator, Hayward Unified School District
Deliver equitable and holistic student support.
Bring together multiple data sets – attendance, behavior, grades, and more – in one location. Teams can easily collaborate on a unified student record to securely track tasks and develop personalized care plans to keep students on track. Receive customizable and predictive alerts to notify staff to intervene when students need support.
Manage relationships with program providers and community partners in one CRM. Connect, organize, and scale your programs from academic and MTSS to CTE and Expanded Learning. Assign students to success teams and match them to work-based learning opportunities, academic interventions, and more, so every student thrives.
Seamlessly track individual service deliveries and view how they connect across the overall program. Use customizable reports and dashboards to monitor the impact of interventions, report on program and service utilization, and identify trends to assess performance.
Gain critical insights into student success metrics with prebuilt analytics. Quickly access visual insights and AI-powered predictions to act on data, drive continuous improvement, and ensure that every student receives equitable support.
Fundraising and Grants Management
Salesforce gives us a flexible but also extremely powerful and secure platform on which to build the kind of functionality we need to support our mission.
Michael SlawnikDirector of Technology, Applications and Development, Interlochen Center for the Arts
Power data-driven fundraising and easily track grants.
Get a complete picture of your constituents in one place. Quickly launch campaigns to encourage families, donors, and alumni to get involved and give back. Track key fundraising metrics for success with customizable dashboards.
Simplify the entire grant-seeking process from prospecting and proposal submission to deliverable management and reporting. Create and publish funding opportunities, provide grantseekers with proposal collaboration tools, award grants, and manage budgets and disbursements.
Easily prepare fundraising information for your school or district accounting system. Save significant budget and time on reconciliation tasks by connecting systems to provide a single source of truth for revenue and payment data.
Communications and Operations
Salesforce is our behind-the-scenes ally in teacher recruitment. It's not just a platform – it's the key to unlocking the potential of every teacher candidate, making hiring a seamless and enjoyable experience.
Christine Murphy JudsonExecutive Director, Talent Acquisition, Chicago Public Schools
Deepen engagement and streamline operations across your school community.
Build meaningful relationships with constituents with intelligent messaging journeys that span email, SMS, web, and more. Segment, activate, and analyze all communications data in one, cohesive view. Use AI-powered insights to better tailor content and increase school community engagement.
Provide 24/7 support for your school community using an omni-channel help desk, including AI-ready chatbots. Power secure collaboration between your central office and schools, and quickly resolve questions about a specific student, staff member, or family concern with robust case management.
Eliminate siloed spreadsheets to create a single source of truth for all recruitment processes. Track prospective teachers and staff from the first point of contact through to hire and placement. Help central office staff to better communicate and onboard new talent.
Extend the power of your K-12 education solution with these related products.
Education Cloud
Elevate the education experience with the #1 CRM for learner and institution success.
Einstein 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.
Keep up with the latest K-12 trends, insights, and conversations.
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Salesforce for K-12 Education FAQ
Schools of all sizes trust Salesforce for Education to deliver exceptional constituent experiences. From exceeding enrollment targets and delivering holistic student support to improving fundraising and streamlining communications, schools are driving impactful results with Salesforce for Education.
CRM stands for customer relationship management. A CRM system enables schools to manage relationships with all of their constituents (including students, families, alumni, donors, and partners) and connect insights from those interactions into a unified view.
Unlike individual point solutions, which only address a single-use case or challenge, a CRM eliminates the pain of having disparate data across a variety of systems. Schools can deliver personalized experiences for all of their constituents on one, integrated platform.
When comparing CRMs 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.
