CRM Managed Services, Coaching, and Staffing

Expert Slate and Salesforce capacity working on demand as an extension of your team, so your CRM keeps performing.

A CRM is Only as Strong as Its Team

A powerful CRM like Slate or Salesforce is a critical tool on a modern campus. But, the technology alone is only one piece of the puzzle. Your CRM needs an effective, informed team behind it at all times. When staff transitions happen, or additional workloads pile up, adoption slips, processes break, and data quality erodes.

The gap isn’t always a vacancy. It can be a lean team that needs higher-level expertise, a new administrator who needs coaching, or simply a heavy recruitment season that demands more hands than the office can staff on its own.

Human Capital’s expert coaching and staffing services enable your institution to maximize your CRM’s potential in any scenario.

Human Capital Gives Your CRM a Dedicated Expert

Human Capital Education provides ongoing managed services, coaching, and staffing for Slate and Salesforce Education Cloud. A dedicated consultant learns the institution’s processes and keeps the platform running by backfilling a vacant seat, augmenting a team, or coaching new administrators toward independence.

Our expert Slate and Salesforce consultants are higher education CRM practitioners, not generalists working a queue of helpdesk tickets in isolation. We are recognized leaders in higher education technology consulting and are a Slate Platinum Partner and a Salesforce Solutions Integrator. You get a dedicated consultant on your team and ongoing support that compounds into a better-run CRM platform.

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Customized Support For Your Institution’s Specific Needs

Human Capital shapes the engagement around your need, with support packages ranging from a few hours a week to full interim coverage:

Dedicated managed services: Benefit from ongoing administration and optimization led by a consultant who knows your environment.
Staff augmentation and backfill: Cover a vacant, on-leave, or overloaded role, including interim administration during a search.
Coaching and enablement: Train and upskill administrators and end users through onboarding cohorts and working sessions.
Escalation and triage: Tap into a structured, tracked support system for ongoing support requests and configuration optimization. We track, scope, prioritize and resolve your projects.

End-to-End Higher Ed CRM Platform Support.

Whatever the model, the work spans the full platform and every stage of the student lifecycle:

Platform administration: Configuration, workflows, communications, permissions, and routine maintenance.

Troubleshooting and resolution: Triage, fix, and prevent recurring issues in Slate or Salesforce.

Optimization between projects: Steady enhancement so the platform keeps pace with changing operations.

Reporting and data health: Keep reporting accurate and clean data as usage grows.

Enablement and cohort training: Workshops, standing sessions, and documentation that build internal capability.

Lifecycle expertise on call: Admissions, student success, and advancement specialists, not generalists.

Institutional Ownership. Powered by Human Capital Education

Institutional ownership of the data and the platform instance ensures campus continuity and decision-making authority. We supply the expertise and capacity across Slate, Salesforce Education Cloud, and Marketing Cloud to drive your technology and team forward rather than creating permanent dependency. Seeking an end-to-end managed software solution, explore the power and capabilities of EPaaS.

More than a Helpdesk. We are Technology Solutions Architects.

Most CRM support is transactional. A queue of tickets worked by whoever is free, with no one accountable for the platform as a whole. Human Capital injects a solutions architect as a dedicated consultant who learns your processes, so each request becomes a chance to improve how the platform runs while helping build your team’s internal capabilities. Together, we build a stronger platform along with a stronger institutional staff.

A large public university system launched two dozen campuses with confidence.

A large public university system standing up Slate across two dozen campuses needed support at scale. Human Capital ran a week-long enablement workshop, organized campuses into cohorts with weekly standing sessions, and put a structured ticketing system in place — triaging and tracking every request so all institutions moved forward in parallel. Support then continued to the system’s central team after go-live. Campuses launched not just with a working platform but with the knowledge, confidence, and alignment to run it themselves.

For Institutions Whose CRM Needs Outpace Staffing Resources

Human Capital’s managed services, coaching and staffing support is built for enrollment, student success, advancement leaders, and CIO’s running a live Slate or Salesforce platform with a lean operation, temporary staff vacancies, or a team that is still developing internal capacity. We help institutions facing seasonal peaks, a departed administrator, or a capability gap they need to close quickly and efficiently.

Where Institutions Go Next

CRM Customization and Enhancement

Project-based builds and optimization when the need is a change, not ongoing capacity.

Slate Implementation and Salesforce Implementation

For institutions standing up a new platform rather than supporting an existing one.

EPaaS

A fully managed platform when the institution wants Human Capital to own the stack end to end.

Tell us Where the Gap Is

Human Capital Education starts by pinpointing the gap; whether that is a vacant seat, a coaching need, or ongoing capacity. We collaborate with your team to deeply understand the platform and lifecycle involved, and the support model that fits. You will leave with a clear recommendation for keeping your CRM strong, whoever is at the keyboard.