In today’s dynamic higher education landscape, institutions need robust Student Information Systems (SIS) to effectively manage student data, streamline administrative processes, and enhance student experiences. Salesforce offers powerful solutions tailored to the unique needs of higher education professionals, enabling institutions to transform their SIS and drive student success. It is common to pair a SIS with a Learning Management System (LMS). An LMS is a software application that facilitates the delivery of educational or training content. Salesforce can host an LMS on its platform, or can integrate with an existing LMS that runs independently of Salesforce.
A comprehensive Student Information System is essential for higher education institutions to efficiently manage student data, facilitate enrollment processes, track academic progress, and support student success initiatives. With Salesforce, institutions can leverage advanced analytics, automation tools, and personalized engagement strategies to enhance student experiences and improve outcomes.
Whether it is employee on-boarding trainings, client intake sessions, internal professional development series, or other types of trainings, organizational resources can become swamped by recurring training needs. Often, trainers and trainees are both best served when trainings are recorded and stored in an easy-to-access Learning Management System (LMS) that automatically tracks progress, allows a trainee to move at their own pace, and relieves organizations of live training tasks or other unscalable processes.
LMSs create multiple advantages for organizations such as:
There is a distinct advantage to integrating the LMS with an organization’s Customer Relationship Manager (CRM). Doing so provides a streamlined process for organizing training catalogs that work together with CRM data in a central location, whereas having a separate LMS can often add complexity and inefficiency to workflow.
As an award-winning Salesforce consulting partner, we believe Salesforce is the best CRM that provides endless opportunities for customization and integration depending on goals and needs. We work with customers to choose the right LMS software, then take care of all the technical details to integrate the LMS with their Salesforce environment.
Imagine one portal where everyone including recruits, applicants, new employees, current employees, and clients can log in at a single point of entry to manage required forms and take training. Envision a workforce where valuable data analytics are not stored on different systems — but rather all accessible in the same portal, providing insights throughout an employee or client’s journey within your organization. Picture training that is not siloed into various divisions and stored in disparate OneDrive, Dropbox, and Google Drive accounts, but rather all stored together and accessible to everyone on one easy-to-access platform.
This is the power of an integrated LMS and Salesforce solution with profound time and cost-saving implications. We can set this up for your organization and relieve the burden of training processes that are outdated, inefficient, or no longer keep pace with employee and customer expectations.
Other benefits include:
Benefit Closer Look: Audit Support
The CRM system provides support during compliance audits of training requirements within the company; the CRM stores all relevant information, which could then eventually get pulled into the LMS at the time of its audit. In addition, the flexible reporting structure helps auditors in extracting a more detailed analysis of the trainings, through the custom reports and analytics dashboard. Our LMS runs off of a Salesforce application called LearnTrac, which is a 100% native learning solution provided through Salesforce that helps train your employees/customers/partners, increase engagement, and gain valuable insight to change behavior and drive results.
How Does an Implementation Partnership with HigherEchelon Work?
HigherEchelon will work with you to thoroughly understand your organization’s unique training needs and goals. We leverage our extensive knowledge of the Salesforce platform to map out a comprehensive digital transformation that takes the long-view and sets you up for easy-to-maintain success in a long-term solution. We map out any obstacles you foresee in organizational change management and provide effective employee training and guidance to establish buy-in and train teams in the technical and emotional aspects of moving to a new system and process. We utilize Agile methodology and an iterative process to establish the LMS configuration with Salesforce, collaborating and communicating with stakeholders at every step to ensure the best possible product for the end-user.
Comprehensive Solutions That You Can Trust
One of the main benefits of choosing HigherEchelon as your Salesforce implementation partner is that we are a one-stop-shop capable of handling the full lifecycle from conception through training and ongoing support. Our highly certified staff of Salesforce consultants are not only proficient in the technical competencies necessary to establish your learning management system. We also have on-staff Ph.D.-level change management experts with Prosci and Project Management Professional (PMP) certifications to ensure digital transitions are seamless and long-term adoption is established. For additional support, our team of ICF-certified executive coaches are available to provide leaders and teams with tools to overcome any internal barriers to success.