Salesforce for
Education Industry
Managing the end-to-end student journey, global agent networks, and academic operations shouldn’t mean juggling disconnected systems. Perigeon helps universities modernize operations with Salesforce Education Cloud, unifying student engagement, international recruitment, and agent management on a single platform. We empower you to focus on what matters most, delivering a seamless student experience and achieving global enrollment targets.
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Addressing the Biggest Challenges Facing Universities Today
Fragmented Student & Agent Data
Disconnected systems across international recruitment, admissions, and student services prevent a unified view of the student journey and hinder effective agent relationship management.
Complex Agent & Partnership Workflows
Without centralized portals, managing global education agents, tracking application pipelines, and processing commissions becomes inefficient and prone to errors.
Inconsistent Student Engagement
Siloed data prevents personalized outreach during the critical transition from prospect to enrolled student, impacting conversion rates and long-term student retention.
Scaling Global Recruitment & Compliance
Meeting international regulatory requirements, managing diverse scholarship portfolios, and tracking multi-regional enrollment outcomes demands robust data and reporting.
Why Does Your University Need Salesforce?
Modern universities need unified platforms that connect students, global agents, faculty, and alumni throughout the entire learner lifecycle. Salesforce CRM for Universities enables institutions to operate with complete visibility by integrating recruitment, agent performance tracking, student success initiatives, and alumni engagement. This helps universities optimize the student journey, increase international enrollment outcomes, and build lasting global partnerships.
Salesforce CRM Solutions for Universities
Perigeon delivers university-specific solutions designed to scale admissions, optimize agent journeys, and enhance the campus experience.
Education Cloud
Comprehensive Student Success Platform
Sales Cloud
Recruitment, Agent Management & Enrollment
Service Cloud
Multi-Channel Student Support
Marketing Cloud
Journey-Based Personalized Engagement
Experience Cloud
Student & Agent Portals
Agentforce AI
Predictive Analytics & Automated Support
Salesforce Education Cloud
Salesforce Education Cloud connects students, faculty, and staff to deliver a personalized university experience. Track the student journey from initial inquiry through graduation, manage academic advising, and improve retention with complete visibility into each student’s progress and engagement.
Salesforce Sales Cloud
Recruitment teams gain a 360-degree view of prospective student pipelines and agent-led applications. Universities can manage the entire agent journey from onboarding to commission while empowering counselors to personalize outreach and hit enrollment targets.
Salesforce Service Cloud
Service Cloud supports the student journey via centralized help desks for admissions, financial aid, and international student services. Ensure timely, personalized responses across all digital channels to build satisfaction from day one.
Salesforce Marketing Cloud
Deliver the right message at the right time. Marketing Cloud enables targeted communication for international recruitment, student orientation, and alumni giving, ensuring the university brand stays relevant throughout the student lifecycle.
Salesforce Experience Cloud
Create dedicated Student Portals for self-service enrollment and Agent Portals that allow recruitment partners to submit applications, track student progress, and manage documentation in real-time, significantly reducing administrative friction.
Salesforce Agentforce AI
Leverage AI to predict student at-risk patterns and optimize recruitment spend. Agentforce provides universities with actionable insights into which regions or agents are delivering the highest-quality student outcomes.
Strategic Benefits for Universities
Unified Student & Agent Journey
Access a single source of truth for student academic history and agent performance. This visibility enables informed decision-making and a more cohesive recruitment strategy.
Improved Student Retention & Success
Utilize early-warning systems and proactive advising to identify at-risk students, allowing the university to intervene early and improve graduation outcomes.
Enhanced International Recruitment & Conversion
By streamlining the agent journey with automated workflows and real-time tracking, universities can accelerate application processing and increase conversion rates from key global markets.
Data-Driven Strategic Planning
Real-time dashboards provide insights into enrollment trends, agent productivity, and student success metrics, supporting smarter resource allocation across faculties.
Why Choose Perigeon for Salesforce CRM Implementation Partner
Perigeon combines deep expertise in the university sector with certified consultants to drive digital transformation for global institutions.
University-First Strategy
We align Salesforce Education Cloud with your specific enrollment goals, agent management needs, and student success priorities to ensure measurable ROI.
Expert Implementation
Our proven approach for university CRM implementation ensures faster adoption across admissions, student services, and international recruitment teams.
Deep System Integration (SIS & LMS)
We seamlessly connect Salesforce with your Student Information Systems (SIS), Learning Management Systems (LMS), and financial platforms to create a unified data ecosystem.
Focus on the Agent & Student Experience
Drawing from our experience in the Australian university sector, we specialize in building portals that optimize the agent journey and simplify the application process for students.
Ongoing Optimization & Support
The university landscape is constantly evolving. We provide continuous support and training to ensure your Salesforce platform scales with your institutional growth.
Case Studies
Frequently asked questions
How does Salesforce Education Cloud improve the student journey?
The platform provides a 360-degree view of the student, allowing universities to personalize every touchpoint from recruitment to graduation, ensuring students feel supported and engaged throughout their academic career.
Can Salesforce integrate with our University’s Student Information System (SIS)?
Yes. Perigeon specializes in integrating Salesforce with major university SIS and LMS platforms to ensure data flows seamlessly between recruitment, enrollment, and academic records.
How does Salesforce help in managing international education agents?
Through Experience Cloud, we build dedicated Agent Portals where partners can submit applications, track student statuses, and communicate with the university, providing full transparency into the agent journey.
What makes Salesforce better than a traditional University CRM?
Unlike legacy systems, Salesforce offers a scalable, cloud-based ecosystem that handles not just admissions, but the entire student lifecycle, including advanced AI analytics and global partner management.
How can universities track recruitment ROI with Salesforce?
Universities can use real-time dashboards to track which marketing campaigns, recruitment events, or agents are producing the highest enrollment and retention rates, allowing for data-driven budget allocation.
What is the typical timeline for a university Salesforce implementation?
Timelines vary based on complexity, but our education-focused methodology ensures a structured rollout that prioritizes high-impact areas like recruitment and agent management first.
30-minute Free consultation
Discuss your institutional challenges with Perigeon’s university experts. Learn how our Salesforce solutions empower universities to optimize the student journey, scale global agent networks, and achieve operational excellence.
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