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Services > Salesforce for Education
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Salesforce for Education

Academic advancement, powered by innovation.
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Specializations

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Community Building

Fostering unity through custom online communities.

We help you create vibrant online communities where institutions can foster connections among students, alumni, faculty, and staff, creating a sense of belonging and strengthening institutional identity. Leveraging our expertise in Salesforce Experience Cloud, Slack, and Chatter, we work with you to design and implement customized online communities that facilitate collaboration, networking, and knowledge sharing.

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Advancement

Elevating education through strategic connections.

Leverage technology to enhance your fundraising efforts and alumni engagement strategies to support higher education advancement efforts. Leveraging Salesforce Education Cloud or Nonprofit Cloud, we help institutions cultivate relationships with donors and alumni, optimize fundraising campaigns, and track donor engagement effectively. 

Marketing Automation

Maximize enrollment through personalized marketing.

Our expertise in Marketing Cloud solutions enables higher education institutions to elevate your marketing efforts and engage with prospective students and stakeholders effectively. From personalized email campaigns to targeted lead-generation strategies, we help institutions leverage marketing automation tools to nurture leads and drive enrollment.

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Grant Management

Simplifying grants, amplifying impact.

Leveraging Salesforce and related apps, we help streamline grant management for research institutes inside our top universities. Tailored technology solutions enable efficient tracking of applications, deadlines, and reporting requirements while facilitating collaboration among staff. This approach saves time, enhances transparency, and allows smaller institutions to compete more effectively for funding opportunities, ultimately supporting their academic missions and student success.

Research & Development

Accelerating innovation with research.

We empower universities to streamline their research and development processes with custom Salesforce solutions to facilitate the entire innovation lifecycle - from idea conception to commercialization. We help institutions manage the complex sales cycle of transferring university-generated ideas to businesses, track research grants, and oversee collaborative projects. Our tailored systems support the unique needs of educational institutions, enabling efficient management of intellectual property, licensing agreements, and industry partnerships.

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Our Story

For over a decade, Idealist Consulting has firmly established itself within the nonprofit and higher education sectors. Throughout our journey, we have had the privilege of collaborating with renowned institutions across the academic spectrum including NYU, UCLA, PSU, and others. With extensive experience on the Salesforce platform, our team are experts in fundraising, marketing automation, online community building, program management, and grants management. 

Our Blog

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