Salesforce Experts Focused on Higher Education

CDI + Salesforce

Take better care of your students, faculty, and alumni

Are you looking to streamline your operations, improve your communication, and drive better outcomes for your school community? Then you have come to the right place.

CDI has a long history of helping Higher Ed and K-12 institutions overcome the very specific challenges associated with their internal systems and databases. The CDI + Salesforce partnership has helped conventional and faith-based institutions across the country improve their operations and better serve their students, alumni, and other stakeholders.

Utilize decades of expertise and experience, enjoy seamless implementation, find real cost-savings, and increase your team’s efficiency and productivity today. All while seeing ongoing support and training so that you can focus on what’s important.

What? Why? How?

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What can CDI and Salesforce do for clients in Education?

With support from CDI’s Salesforce experts, you can easily manage admissions, enrollment, student success, and fundraising all in one centralized location. This powerful tool offers a variety of features, such as automated workflows, data analytics, and personalized engagement, to help you drive success across your institution.

Streamlined Admissions and Enrollment: By integrating data from different sources, institutions can have a single, comprehensive view of a student’s application and track their progress through the admission process
Improved Student Engagement: Salesforce provides a platform for institutions to engage with students throughout their educational journey. It can be used to manage student communications and provide tailored experiences that are relevant to the student’s interests and academic progress.
Better Alumni Engagement: Foster stronger relationships with your alumni by centralizing their data and automating outreach efforts. Increase engagement and support from your important alumni and watch the benefits, for both and your alumni, roll in.
Enhanced Fundraising Efforts: Thanks to a centralized platform for managing donor data and automating outreach efforts, CDI and Salesforce can help you build deeper relationships with your donors and secure more funding for important programs and initiatives.
Improved Collaboration and Coordination: Collaborate and coordinate your efforts the easy way. Whether for admissions and enrollment or fundraising and alumni engagement, Salesforce can help your staff work more efficiently and effectively – ensuring all efforts are aligned with your strategic goals.

Why work with CDI?

Implementing Salesforce can be a daunting task without the right expertise. That’s where CDI comes in.

Working with CDI’s Salesforce experts can help you ensure a seamless implementation, avoid costly mistakes, and get the most out of your investment. We boast a team of experienced professionals who are well-versed in Salesforce and have a deep understanding of the unique needs of Higher Education and K-12 institutions, both faith-based and conventional.

We pride ourselves in always putting the client first. Our team will analyze your exact needs and develop a customized implementation plan, migrate your data, and provide ongoing support and training for your staff.

CDI + Salesforce

How does CDI help Higher Education?

CDI specializes in helping Higher Ed institutions leverage Salesforce technology to overcome various challenges associated with the internal systems and databases they are using. Typically, the most common client challenges and needs we around these systems are:

Ability to leverage an integrated advancement solution that helps break down data silos, drive major gifts and online fundraising
Improve reporting and insights with AI, personalize engagement, and steward longtime supporters
Easily execute multi-channel fundraising and stewardship campaigns at scale to increase donor affinity, participation, and donation size
Ensure Gift Officer productivity on-the-go with a native mobile app and keep executive teams updated in real-time with campaign dashboards, reporting, projections, and recommendations
Build a 360-degree view of your alumni, donors, volunteers, and other constituents
Leverage a wide range of communications features to easily personalize engagement and track meaningful conversations at scale across social, web, email, and mobile channels

About CDI

At CDI, we’re dedicated to empowering educational institutions through our Salesforce expertise and unwavering commitment to client success. Our unique blend of industry knowledge, Salesforce proficiency, and personalized approach has enabled us to help countless Higher Ed and K-12 institutions streamline operations, overcome data silos, and foster stronger connections with students, faculty, and alumni.

Choose CDI as your trusted partner and experience the difference our seasoned professionals can make. We deliver seamless Salesforce implementations, ongoing support, and tailored solutions that drive better outcomes for your institution, ensuring increased efficiency, productivity, and success for your students, faculty, and alumni.

Ready to get started? Reach out to the dedicated CDI Education team today!

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