Education Cloud Quickstart

Our Education Cloud Quickstart package is designed to help educational institutions quickly adopt Salesforce and maximize its potential. Our goal is to help you modernize your technology infrastructure and drive digital transformation as fast as possible to position you for long-term success and growth.

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Education Cloud Quickstart

Key Benefits

  • Quick deployment to get you up and running on Salesforce as fast as possible

  • Customizable, high-quality setup

  • Expert guidance on industry best practices

  • Training sessions to drive user adoption

  • Fixed budget with clearly defined scope and deliverables

Consultation & Discovery

  • Gather project requirements and business goals

  • Discuss roadmap to success

Salesforce Configurations

  • Accounts, Contacts, & Education data model

  • Recruitment & admissions pipeline configuration

  • User and object/field setup

  • Branded user interface

  • Custom fields

  • Email sync

  • Define action plans

  • Email templates

  • Reports & Dashboards

Data Import

  • Data migration (max 200,000 records) for Person Accounts.

Resources

  • Access to Senior Business Analyst, Project Manager, Solutions Architect, Salesforce Developer & Consultant

  • 4 hours of user training

Pricing Tiers

Basic

$8,000

2 weeks

  • Requirements workshop

  • Accounts, Contacts, & Education data model setup

  • Recruitment & admissions pipeline configuration

  • User & object/field setup

  • Branded user interface

  • Custom fields

  • Email sync

  • Configure email templates

  • Reports & dashboards

  • Data migration (up to 200,000 person records)

  • 4 hours of user training

Standard

$25,000

5 weeks

All Basic plan features plus

  • Program & course management setup

  • Custom objects & relationships

  • Record types

  • Data validation rules

  • Process automation (flows for admissions & student lifecycle)

  • Campaigns for recruitment and engagement

  • Additional reports & dashboards

  • Student success tracking (alerts, milestones, advising basics)

Premium

$60,000

12 weeks

All Basic & Standard plan features plus

  • Advanced student success management (case management for advising)

  • Omnistudio intake flows for applications or onboarding

  • Integration with LMS or SIS systems

  • Role-based security and data sharing

  • Alumni & advancement tracking

  • Advanced automation and lifecycle orchestration

  • Additional data migration & transformation

Not sure which tier is right for your institution?
Let's talk through your goals and find the best starting point.

Talk to Our Team