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Educational Series

Salesforce in Higher Education: 5 Smart Customizations That Made CRM Actually Work for Us

Educational Series /

5 Salesforce Customizations That Made a Real Impact Welcome back to our ongoing series on Salesforce customization for higher education. In this post, we dive into the custom solutions that helped our university teams tailor Salesforce to the real needs of faculty, staff, and student services. If you’ve been following along, you know that in Part […]

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Salesforce in Higher Education: Post-Go-Live Support Strategies That Actually Work

Blog, Educational Series /

Best Practices for Supporting Faculty & Staff Post-Go-Live: Salesforce in Higher Education After launching Salesforce at a major university, we quickly realized that go-live is just the beginning. Supporting faculty and staff across departments—each with unique roles, workflows, and expectations—required more than onboarding guides and help desk tickets. It called for empathy, structure, and continuous

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