Our consulting services support the entire student lifecycle—from recruitment to alumni engagement—by optimizing your Slate and Salesforce ecosystems. We assess, implement, and enhance your CRM infrastructure to ensure seamless data flow, agile operations, and enterprise-grade scalability.
Uncover hidden inefficiencies and align your CRM systems with institutional goals. Our Slate Strategic Audit identifies optimization opportunities across workflows, reporting, data governance, and user experience. The result: improved ROI, higher user satisfaction, and stronger CRM oversight.
Lay a secure and scalable foundation with hands-on deployment and integration. Our implementation services deliver fully integrated Slate or Salesforce instances—connected with your SIS and LMS via APIs and middleware.
Extend functionality and drive measurable performance gains. From advanced marketing automation to custom portals and dynamic reporting, we enhance your systems with tools like Slate Portals and Salesforce Experience Cloud—increasing operational efficiency and cross-platform interoperability for staff and leadership.
Flexible, expert support to evolve your CRM without full-time staffing. Our Managed Services team supports everything from campaign execution and report creation to integration updates and portal enhancements. Whether on retainer or hourly support, we align with your timelines and goals to keep your system running at peak performance.
Supports the entire prospective student journey with integrated enrollment systems. We enable institutions to attract, engage, and enroll students using CRM and application tools such as Slate, Salesforce, and HCE-built platforms.
We help institutions support students throughout their academic journey by leveraging consultative processes to ensure the student success platform implemented assists staff in identifying potential risks, enhancing available resources, and promoting continued student progress.
We partner with institutions to design, implement, and optimize student success frameworks that go beyond traditional advising. Our team ensures technology aligns with your support model, empowering staff to intervene earlier and act with confidence.
From intake to resolution, we help configure and streamline Salesforce-based case management systems that connect advisors, coaches, and student support staff. We emphasize transparency, data access, and collaborative care.
Our consultants work with your team to define success metrics, surface engagement indicators, and build real-time dashboards within Salesforce—driving data-informed interventions and institutional reporting.
We design cohesive experiences across communication, appointments, and outreach using Salesforce tools. The result: a unified system where staff can plan, engage, and track student interactions at scale.
Manage alumni relationships, donor engagement, and campaign performance after graduation. Advancement Technology Services provide teams with solutions based on Slate to facilitate connections and support philanthropic initiatives.
With robust CRM capabilities, we centralize alumni and donor data into single profiles that include engagement history, giving patterns, and campaign touchpoints—so your outreach is always informed and impactful.
Track the pulse of your major gift, capital, or annual fund efforts with real-time dashboards and campaign analytics. Clean pipelines and clear visualizations keep your advancement teams aligned and focused.
From automated alumni email journeys to event workflows, our advancement tools support scalable engagement. Let us help you create lasting relationships—one campaign, event, and interaction at a time.
Thriving institutions aren’t just collecting data — they’re acting on it. We’ll help you turn insights into impact so you can stay ahead of the curve.
2025
© Human Capital Education