Who We Are

Salesforce Implementation for Higher Education

Human Capital Education configures Salesforce Education Cloud to fit your campus processes. Built to perform and scale to support campus growth.

Salesforce Implementation and Consulting for Higher Education

Salesforce Education Cloud is a powerful platform, requiring thoughtful implementation strategies built with your use case and unique challenges in mind. We help institutions bridge the gap between institutional ambition and organizational readiness to execute flawless Salesforce launches and ongoing utilization.

Enrollment leaders enter CRM implementation projects with real urgency: the platform decision is made, budget is secured, and expectations are high. What is not always in place is a clear picture of how current processes, data quality, and staff capacity translate into a Salesforce configuration that actually works. The result is a system that goes live but underperforms — built for an idealized workflow instead of the one the institution is actually running. Adoption suffers. Confidence erodes. And the VP who championed the investment is left explaining why enrollment outcomes have not moved.

CIOs and technology leaders face a related but distinct challenge. Salesforce is increasingly deployed as enterprise infrastructure, a tool  connecting admissions, student success, marketing, and advancement across the institution. Implementations that start in one office creeps into others; accumulating integration debt and governance complexity that is expensive and difficult to unwind later.
Human Capital Education designs implementations with your campus reality in mind. We build future-focused technology solutions customized to your campus. 

Salesforce Optimization Built with Enrollment Expertise

Human Capital Education is a Salesforce Solutions Integrator (SI) and Outsourcing Service Provider (OSP) partner specializing in higher education — a credential set that reflects both implementation execution capability and a proven managed-service model built specifically for your needs.

Every Salesforce implementation is executed by dedicated project teams — not a single consultant stretched across multiple clients. Each team pairs Salesforce-certified consultants with lifecycle subject-matter experts in admissions, student success, and advancement. Clients work with people who understand both the technology and enrollment operations every step of the way.

A Proven Five-Phase Implementation Sequence

Every engagement begins with discovery. We collaborate with your team to understand your unique needs, right-size scope, surface process gaps, and ensure institutional ambition is matched by organizational readiness. Human Capital’s sequence is designed to get the order right rather than working to deliver projects that are technically complete systems that fail to execute operationally around how your campus works.

Phase 1 — Discovery & Readiness Assessment (Weeks 1–4)

Human Capital begins every engagement with a current-state assessment — not just the technical environment, but the processes, staff capacity, and organizational readiness for adoption. This phase surfaces misalignments between stated goals and actual readiness. For institutions earlier in their technology maturity, scope is often refined here: helping leadership treat the initial implementation as phase one of a multi-year roadmap rather than a single complete deployment.

Based on discovery findings, Human Capital designs a Salesforce architecture matched to how the institution actually operates. Integration requirements, data governance, and future-state scalability are addressed before any configuration begins. CIOs and IT leadership are actively engaged at this phase to ensure the architecture supports enterprise infrastructure needs, not just admissions workflows.
Configuration, integrations, and workflow builds are executed by the dedicated project team. Knowledge transfer happens continuously throughout the build — the institution’s team participates, not just observes.
User acceptance testing, staff training, and change management support are built into the timeline. Documentation is produced in a format the internal team can actually use and maintain after the engagement closes.
Go-live is managed as a supported transition, not a cutover. Post-launch stabilization ensures adoption holds before the formal engagement closes.

Configuration, integrations, and workflow builds are executed by the dedicated project team. Knowledge transfer happens continuously throughout the build, including your campus team as active participants, not just observes.

Salesforce Education Cloud Implementation and Management

Salesforce Education Cloud Configuration — Full Education Cloud configuration for admissions, inquiry management, application processing, communication sequences, and reporting.

SIS and Third-Party Integration — Integration with your institution's student information system and related tools

Hub-and-Spoke Architecture for Multi-Campus and System Clients —coordinated multi-org architecture that delivers systemwide consistency while preserving campus-level autonomy.

Data Architecture and Governance Design — Data model decisions made with downstream scalability, AI readiness, and future platform expansion

Enrollment Workflow Alignment — CRM workflows mapped to your institutional enrollment processes

Continuous Knowledge Transfer and Internal Capacity Building — Documentation and training, designed to build internal team ownership rather than ongoing dependency

Adoption Support and Change Management — Structured user training, stakeholder communication, and post-launch support

Migration Path Planning —Structured migration planning that reduces risk and preserves institutional data

Trusted and Proven Salesforce Experts for Higher Education

Human Capital is an early adopter of Salesforce Education Cloud with a high volume of Education Cloud implementations and TargetX transition projects successfully executed.

Human Capital holds Solutions Integrator (SI) partnership status with Salesforce. We are also an Outsourcing Service Provider (OSP) partner — a designation specific to our ePaaS managed service offering for institutions that need a fully supported, integrated enrollment technology ecosystem.

Human Capital implementations include integration planning and execution for:
  • Student Information Systems (SIS)
  • Application platforms
  • Student success and advising systems
  • Workforce and work-based learning tools
  • Accessibility and support platforms

Building Institutional Readiness
Delivering Flawless Execution

The institutions that get the most from Salesforce are the ones that built it right the first time. This requires a custom project plan that fits your institution’s unique needs and capabilities.
Resources and ambition are rarely the limiting factor. Enrollment leaders who have completed a rigorous platform evaluation, secured executive buy-in, and built internal momentum often arrive at implementation with a scope their current processes, data quality, and staff capacity cannot yet support. We help schools develop right-scoped projects that fit your institution’s organizational readiness while planning for future growth.
Planning and discovery are specifically designed to surface gaps and work through obstacles before a single configuration decision is made. Honest and open communication leads to alignment and lays the foundation for successful projects.

Salesforce at Scale for the Virginia Community College System

23 Colleges, 500,000 Students, One Unified CRM Framework

Human Capital Education led a multi-year Salesforce transformation for the Virginia Community College System (VCCS), connecting 23 independently operated colleges serving more than 500,000 credit and non-credit students under a single enterprise CRM framework.

The implementation aligned 23 colleges under a shared CRM framework; 200,000+ students onboarded through automated workflows; 500+ staff and administrators trained; and SIS, student success, workforce, and accessibility systems. Seamless integration across the system.

The challenge went beyond configuration. VCCS needed a partner who could design an architecture that respected each campus’s operational autonomy while delivering systemwide consistency, data coherence, and reporting capability.

Enterprise CRM for Campus

Successful Salesforce implementation is built for institutions and enrollment teams who are migrating to Salesforce Education Cloud for the first time or inheriting a platform that has not kept pace with current and future institutional needs. If enrollment operations are running on a legacy system, if the team is underutilizing the platform already in place, or if the current configuration was built for a version of the operation that no longer exists, its time to start a conversation about aligning your needs and technology.
We build Salesforce implementations that function as enterprise infrastructure rather than a departmental tool. Our higher education experts architect solutions for admissions while planning for the downstream student success implications, advancement engagement considerations; all build on a comprehensive institutional data strategy. Human Capital engages admissions, IT and institutional leadership as core project stakeholders, not a post-implementation sign-off.
From community college systems to large research institutions, and regional publics to small liberal arts colleges we develop custom solutions scoped to fit your campus. Discovery determines fit, sequencing, and timeline for every engagement – ensuring a bespoke solution that fits at launch and scales to support your growing needs.

Make the Most of Your Salesforce Implementation

Powering Enrollment Growth and Campus Optimization: