Beyond the Basics: Maximizing Salesforce Adoption and Data Integrity in Higher Ed

Salesforce is a valuable tool for universities, empowering institutions to engage with students across their lifecycle, from applicants to alumni. However, many organizations struggle to make the most out of their CRM, with poor adoption, siloed data, and broken processes. FormAssembly is proud to play a role in helping organizations build cleaner, more reliable data collection processes while empowering staff and even faculty to collect the data they need to serve their students.

Hear from Tyndale University’s Andrew Mugford, University of Colorado’s Elicia Suren, and ElevateActual’s Peter Bernardi on how to build and maintain Salesforce-centered processes for your institution. 

Viewers will learn:

– Ways their university can maximize the value of their Salesforce CRM

– Successful processes to improve data quality and reliability

– Practical advice on navigating implementations and building a strong data ecosystem