Salesforce for Education | CRM Forge

Top Ranked

Education

Your Strategic Partner for Connected, Student-Centered Experiences

Our
Impact

In today’s educational landscape, institutions are striving to deliver personalized experiences for students, faculty, and staff while streamlining operations. From K–12 to higher education, Salesforce helps organizations unify data, improve engagement, and drive long-term student success.

At CRM Forge, we partner with educational institutions to implement Salesforce solutions that align strategy, technology, and people — creating connected experiences that enhance learning, increase retention, and strengthen community engagement.

The Challenge

Educational institutions face unique challenges in managing people, processes, and data:

Disconnected systems across admissions, student services, and alumni relations

Difficulty delivering personalized experiences for students, parents, and faculty

Manual or siloed processes that slow operations and reporting

Pressure to improve recruitment, retention, and fundraising outcomes

Need for data-driven insights to support decision-making and program success

Without a strategic, unified CRM approach, these challenges can limit an institution’s ability to adapt and grow.

What We Offer

Our Salesforce experts deliver a secure, scalable platform that brings together stakeholders, data, and workflows across education.

With solutions like Education Cloud, Marketing Cloud, and Experience Cloud, institutions can:

Gain a 360° view of students, faculty, alumni, and partners

Streamline admissions, enrollment, and student services

Automate communications, marketing, and engagement campaigns

Support personalized learning paths and academic advising

Track performance and outcomes with real-time analytics

What Sets Us Apart

At CRM Forge, we serve as your long-term strategic partner, helping education organizations:

Define a CRM strategy aligned with academic and operational goals

Integrate Salesforce with student information systems, learning platforms, and alumni tools

Automate workflows across admissions, student services, and alumni relations

Build personalized portals for students, faculty, and parents

Use analytics and AI to drive recruitment, retention, and fundraising initiatives

Provide ongoing roadmap planning, governance, and optimization

Together, we help educational institutions transform data into insights, processes into efficiency, and engagement into meaningful student outcomes.