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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Personalized college profiles ensure that your students receive the essential information they require, all in one convenient location that can be accessed from anywhere. Sharing files with students has become incredibly effortless, and you can effectively monitor the time dedicated to each student while generating invoices without hassle. You can also distribute announcements with attachments to potential clients and track who has viewed them. Additionally, automated reminders via text messages and emails can be sent to both students and their parents for added convenience. The portal provides quick summaries of upcoming meetings and scheduled events, making it easier to stay organized. With a user-friendly interface, invoicing clients and managing payments becomes a straightforward process. By offering a unified space for task management, meetings, communications, and college list organization, this student portal enhances engagement and keeps students focused on achieving their objectives. Furthermore, the portal’s file-sharing features, text communication options, and email tracking enable students to easily access all vital information shared with them. This centralization of resources not only streamlines operations but also fosters a supportive environment for student success.

Description

Salesforce Agentforce Education is a comprehensive education CRM that combines AI, analytics, and modern SIS functionality in one unified platform. It centralizes constituent data to create a 360-degree view of students, alumni, and supporters. Recruitment and admissions teams can engage prospects with personalized, AI-driven support throughout the enrollment journey. Academic operations benefit from intelligent course search, registration management, and degree planning tools. Student success teams gain advising insights, automated summaries, and proactive case management capabilities. Advancement and alumni relations teams can streamline philanthropic research and donor engagement. Built-in analytics surface trends and performance indicators in real time. The flexible data architecture supports lifelong learner engagement across programs and departments. Integration with products like Data 360, Marketing Cloud, Slack, and Tableau extends collaboration and personalization. Agentforce Education helps institutions improve efficiency, enhance engagement, and drive better educational outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Attendance Tracker Pro No 
Collate No 
Copilot No 
Docusign No 
Formstack No 
GetFeedback No 
GoFundMe Pro No 
Groove No 
Informatica MDM No 
Inspire Planner No 
PatronManager CRM No 
Salesforce No 
TargetX CRM No 
Wufoo No 
Zapier No 

Integrations

Attendance Tracker Pro Yes 
Collate Yes 
Copilot Yes 
Docusign Yes 
Formstack Yes 
GetFeedback Yes 
GoFundMe Pro Yes 
Groove Yes 
Informatica MDM Yes 
Inspire Planner Yes 
PatronManager CRM Yes 
Salesforce Yes 
TargetX CRM Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

$49 per month
Free Trial No 
Free Version No 

Pricing Details

$36 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CollegePlannerPro

Founded

2011

Country

United States

Website

www.collegeplannerpro.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/education/cloud/

Product Features

Higher Education

Admissions Management No 
Alumni Management No 
Assessment Management No 
Curriculum Management No 
Faculty / Staff Management Yes 
Financial Aid Management No 
Fundraising Management No 
Housing Management No 
Scheduling Yes 
Student Information / Records Yes 
Student Portal Yes 

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management No 
Candidate Management Yes 
Colleges / Universities No 
Evaluation Management No 
Fee Management No 
Financial Aid Management Yes 
Forms Management No 
K-12 No 
Recruiting Management No 
Scoring No 
Self Service Portal No 

Alumni Management

Event Management No 
Fundraising Management Yes 
Jobs Board No 
Mailing List Management Yes 
Member Accounts No 
Member Communities No 
Member Directory No 
Member Portal Yes 
Membership Management Yes 
Website Management No 

Higher Education

Admissions Management Yes 
Alumni Management Yes 
Assessment Management Yes 
Curriculum Management Yes 
Faculty / Staff Management No 
Financial Aid Management No 
Fundraising Management No 
Housing Management No 
Scheduling No 
Student Information / Records Yes 
Student Portal Yes 

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