CRM Optimization for Higher Education

Reshaping your Slate or Salesforce platform to do more for enrollment, student success, and advancement.

Get More From Your CRM

A CRM configured years ago is a still capable technology, but it rarely matches how an office works today. Staff turnover, best practices move on, temporary workarounds that become legacy technical debt all add up over time. What once looked and felt like an optimized tool is now a platform that feels heavy and underused. The configuration simply hasn’t kept pace with the institution around it.

Most institutions use a fraction of the CRM they already pay for. Institutions outgrow technology build, new needs arise over time, and technology evolution is happening more rapidly than ever before.

Human Capital Education helps colleges and universities get the most out of existing technology solutions.

Human Capital Optimizes Your Existing CRM

Human Capital Education refines, extends, and reconfigures existing Slate and Salesforce Education Cloud environments so the system fits the way the institution works now.

Our unique blend of technology expertise, institutional understanding and operational best-practices will architect and execute a custom-built solution to redesign workflows, optimize portals and automations and clean your data so your operations flow smoothly and efficiently. Our dedicated Slate or Salesforce consultant learns your processes before changing a single configuration. As a Slate Platinum Partner and a Salesforce Solutions Integrator, Human Capital brings unmatched platform knowledge built over hundreds of implementation and optimization projects to your campus.

Request a Conversation

Note: Include “HCE” in the opening sentence. Contextual copy around the CTA reinforces keyword relevance at page bottom. One to two sentences making the ask. Outline what the conversation covers and what the prospect walks away with. Primary CTA (“Request a Conversation”) that matches the service area.

Enhancements Start with How the
Office Works

Human Capital sequences enhancement work so early findings shape what comes next: a thorough review before any build, then prioritized, phased changes rather than one disruptive overhaul.

Current-state review: Map the existing configuration, workflows, data, and integrations against how the team operates today.
Prioritize and scope: Identify the highest-value enhancements and sequence them in phases the team can absorb.
Configure and build: Redesign workflows, portals, forms, automations, and reporting; refine integrations and the data model.
Knowledge transfer: Document the work and train the team to operate and extend it without waiting on outside help.

Enhancement Spans Across
Student Lifecycles

We custom-architect a solution from the underlying foundational technology to the systems and processes your team uses every day:

Data cleanup and model refinement: Reduce technical debt and improve data quality and governance.

Integration refinement: Tighten Student Information System (SIS) and platform integrations across the stack.

Workflow and automation redesign: Rebuild communications, mailings, and process automation around current operations.

Portals and forms: Optimize student- and staff-facing portals, application and service forms, and custom tabs.

Reporting and dashboards: Build decision-ready reporting as more data flows through one system.

Lifecycle and multi-unit expansion: Extend the platform to student success, advancement, or new campuses on a shared-instance model with the right permissions.

Aligning technology and operations to deliver lasting impact.

Human Capital enhances Slate and Salesforce Education Cloud environments, including native and integrated tools like Marketing Cloud, Boomi integrations, and Power BI to ensure you are getting the most out of your technology stack. Then, we operationalize everything by carefully examining and understanding your underlying business processes to align your technology and operational processes.

We are more than technology consultants and we understand the connection between technology, people and processes. We work with your team to identify opportunities to improve processes and technology, retiring workarounds and simplifying how work flows, rather than rebuilding yesterday’s configuration on a newer screen. You get a cleaner, more sustainable platform that holds its value as your campus evolves.

A public research university consolidated a sprawl of tools onto one platform.

A public research university ran admissions in Slate but managed advising, tutoring, and student services across a patchwork of homegrown systems. Human Capital led discovery across units, conducted a technology audit that surfaced the full sprawl, and built a shared-instance permissions framework — then added the portals, forms, automations, and dashboards each team needed. The partnership has kept expanding, moving additional applications and services onto the platform. Fragmented student-success operations now run on one integrated system, with stronger reporting and the groundwork for institution-wide data governance.

Built to Realign Institutions and Technology

If you have been using your existing Slate or Salesforce instance for several years, or have new processes and initiatives brought on by leadership and organizational change, your configuration likely no longer matches the way you work. Let’s realign your technology to meet your needs today and in the future.

Where institutions go next.

CRM Support, Coaching and Staffing

Ongoing expert capacity to run and coach on the platform between projects.

Slate Implementation and Salesforce Implementation

Human Capital helps colleges and universities optimize and refine existing CRM technology like Salesforce and Slate.

Technology Audit

A structured assessment when the real question is whether the current setup is right at all.

Start with a Look at Your Current Setup

Human Capital Education begins with a conversation about the platform you run today, the gaps between it and how your team works, and the enhancements worth sequencing first. You will leave with a clear, prioritized view of where the CRM can do more — and what it would take to get there.