Salesforce for Training & Education
Empower your institution to deliver personalised, efficient and data-driven experiences across the entire learner journey – from enrolment to alumni engagement.
“Education isn’t one-size-fits-all – and your technology shouldn’t be either. We tailor Salesforce to your institution’s unique mission.”
Ben Coleman, CEO, Performa IT
Use cases
Manage the Entire Student Lifecycle with Sales Cloud
- Track progress, goals, and outcomes across departments.
- Streamline and automate recruitment, admissions and onboarding.
- Eliminate paperwork, reduce admin tasks, and boost team productivity.
- Manage corporate, donor and research partnerships with ease.
- Spot and resolve bugs, errors, and bottlenecks.
Deliver Centralised Student Support with Service Cloud
- Integrate with LMS, SIS and data platforms to optimise decision-making.
- Build a single platform for help with IT, scheduling, welfare, finance and more.
- Deliver onboarding journeys that drive engagement and retention.
- Empower students and staff with AI-powered self-service portals.
Engage Smarter with Marketing Cloud
- Track performance and refine messaging with real-time insights.
- Create automated, personalised recruitment and alumni campaigns.
- Target key audiences across email, SMS, social and more.
- Schedule content around open days, events and key deadlines.
Build Community with Experience Cloud
- Enable forums and knowledge-sharing spaces for faculty, students and partners.
- Provide students and alumni with secure portals to track their progress, register for events and access resources.
- Manage seminars, speaker sessions and workshops with end-to-end event tools.
Trusted by global organisations
Frequently asked questions
Can Salesforce integrate with our existing Student Information System (SIS)?
Yes. Salesforce can connect with SIS, LMS, finance systems and more – ensuring your data flows securely and efficiently between platforms.
Is Salesforce suitable for both higher education and training providers?
Absolutely. Whether you’re a university, college or private training provider, Salesforce can be configured to suit your structure and processes.
How can we use Salesforce to improve student retention?
By delivering personalised onboarding, support and communication journeys, Salesforce helps institutions identify risks early and drive stronger engagement.
What support do you offer after implementation?
Performa provides ongoing support, training, and optimisation services to help your team make the most of Salesforce – long after go-live.
Can we personalise our communications to different student groups?
Yes. With Marketing Cloud, you can segment audiences and send targeted messages, from event invites to course reminders, across multiple channels.
How long does a typical implementation take?
Is Salesforce secure enough for handling student data?
How long does a typical education project take?
Timelines vary based on scope, but we’ll always provide a clear roadmap. From quick wins to long-term transformation, we adapt to your needs.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
