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Salesforce For Educational Organisations

We know how important it is to ensure that every investment an organisations makes has a huge impact on their educational, fundraising and research related work. Salesforce technology helps business schools every day scale to become sustainable and allow their teams to achieve more through their technology.

Scaling new heights as a Business School using Salesforce


We understand the demands placed on business schools and the incredible work that they do to provide help to the students, staff and research work that they do. We are passionate about implementing technology to enable educational institutions to do everything easier. 


From reporting, gathering finances, programme management to the basic things like automating sending emails to everyone on a newsletter list in a few clicks of a button. We are able to work with organisations of every size and type to ensure that they have the right technology in place and can accelerate with our support.

Simplify and automate the manual tasks that take time
For certain team members they may have tasks and processes that take a huge amount of time, such as a fundraiser pulling reports to manually segment data to email various people asking them to support the latest appeal. Cirrico can make this task flawless and easy through technology and training an organisation team.


Track students from first interest to graduation
The flexibility of Salesforce means that business schools can convert student leads to student contacts, whilst also using page layouts and record types that don’t only change what data points you record as the student progresses. This can also allow different teams at the business school to see different parts of the students record, meaning that finance will see payment information and school administrators will see information on classes.


Give students a usable online portal
With Experience Cloud, business schools can create an online portal for students to manage their learning, finances and qualifications. Able to be viewed both on desktop and a smart phone an online portal will mean fewer enquires for staff to handle, as student and educators are able to self serve.


We've worked with...

Salesforce for Business Schools


Education Cloud uses the power of the Salesforce 360 platform but tailoring to be used in Education. Putting students at its heart, Education Cloud has class structures, education plans, exam structures and many other in-built features to help your students thrive.

Business schools are able to use Education Cloud to ensure that they have an unified view to engage in more personalised ways with their students and those that support them, or connect and help those that need their services. Reporting is made very easy, so that business schools can have full visibility into people, funds, and outcomes, so can therefore  make better decisions that drive impact.

Nonprofit Success Pack (NPSP) provides organisations with a single source of truth delivering a 360 degree view of their supporters, service users, donors and more in one place.


Business schools are able to use NPSP to ensure that they have a unified view to engage in more personalised ways with supporters, or connect and help those that need their services. Reporting is made very easy, so that business schools have full visibility into people, funds, and outcomes.

Experience Cloud gives organisations the ability to create an online portal for their users. Allowing them to self-service the many administrative parts of their education. Allowing students and staff get to work where they like, when they like.

With Marketing Cloud, business schools can send automated emails and create custom email journeys that automatically update as the student moves through campaign stages and/or navigates their way through their education.

Don’t take our word for it

Our customers are our best brand evangelists, when we helped out One Young World they had some very nice things to say about us.

I know that Salesforce has saved the team around 10 hours a week each by having Salesforce automate, and provide reports at the click of a button, thanks to the training that Cirrico provided it’s meant everyone can use the system efficiently.

Stefan Kovacevic - One Young World

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