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Salesforce For Educational Organisations

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

Scaling new heights as a school using Salesforce


We understand the demands placed on schools and the incredible work that they do to provide help to the students, staff and research work that you 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 their 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.

Track students from application to graduation

The flexibility of Salesforce means that schools can import details of those student who have applied to join the school with a few clicks. The schools can also allow different teams at the school to see different parts of the students record, meaning that finance team will see payment information and school administrators will see information on classes.


Give students a usable online portal

With Experience Cloud, schools can create an online portal for students and families to manage their learning, finances and see updates from the school. Able to be viewed both on desktop and a smart phone, an online portal will mean fewer enquiries for staff to handle, as students and educators are able to self-serve.


Created curated email journeys to keep students on track
Using Pardot schools can create email, SMS and social journeys that automatically update given the process of the student, families and/or staff member. These will also create a lot of really useful data points, allowing schools to track lead drop off rates and when students are engaging in their programmes.


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A complete solution for 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 students thrive.

Schools are able to use Education Cloud to ensure that they have a 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 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.


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 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, meaning students and staff get to work where they like, when they like.

With Marketing Cloud, 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 Global Youth Mobilization they had some very nice things to say about us.

The whole team was really good at helping us think through and streamline the application process

Ashely Tee - Global Youth Mobilization

Read this Success Story

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