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Salesforce for Higher Education

Salesforce for
higher education.
Every step connected.

Higher education CRM built around your institution.

Connect recruitment, student services and advancement on Salesforce, with the context each team needs to move relationships forward.

✓ Dedicated specialists✓ Scope built around your needs
Illustrative university courtyard with adult students walking between campus buildings
Recruit & enrollSupport & engageAdvance & connect
Conceptual industry photography
Salesforce expertise across our teamOur certifications & awards
Trusted by organizations across industries
Ohio Foundation
University of South Florida
Afreximbank
Infineon
NEC
Tourism London
Microspace
Cheng & Tsui
South African Federation for Mental Health
Nawkaw

What a connected experience makes possible

From first inquiry
to lifelong connection.

Support the relationship
beyond a single department.

  1. 01

    Attract

    Connect inquiries, outreach and applicant follow-up.

  2. 02

    Enroll

    Coordinate application steps and team handoffs.

  3. 03

    Support

    Route student requests to the right people.

  4. 04

    Stay connected

    Bring alumni, advancement and continuing learning together.

Built forPublic universitiesPrivate & independent collegesFoundations & advancementContinuing education

Your next step

Which campus journey
needs a better connection?

Bring your priorities, systems and academic calendar. We’ll help define a practical path forward.

Discuss your institution’s needs A focused conversation about your requirements.
Your conversation brief

Three things we’ll work through.

  1. 01

    Your institutional priorities

    Admissions, student services or advancement.

    StudentsTeamsGoals
  2. 02

    Your campus systems

    Student information, finance and engagement platforms.

    SISFinanceCRM
  3. 03

    Your delivery plan

    Stakeholders, academic cycles and rollout priorities.

    OwnersCalendarScope

Where we help

Salesforce for higher education.
Built around your people.

Connect departments around
the relationships they share.

Student services & engagement

Give service teams shared context for inquiries, referrals and follow-up.

Scholarships & donor stewardship

Coordinate applications, reviews and award tracking with relevant reporting.

Alumni & continuing education

Connect alumni engagement, employer relationships, events and corporate learning.

Salesforce integration for your industry

Your campus systems.
A more connected experience.

Keep the platforms you rely on.
Connect the information teams need.

Your campus ecosystem
Student informationEllucian Banner · PeopleSoft · Jenzabar
Finance & learningFinance platforms · Learning management
Engagement channelsForms · Events · Marketing tools
SalesforceSalesforce

Student relationships, engagement and coordinated workflows.

The teams it supports
AdmissionsInquiries and applicant follow-up
Student servicesRequests, referrals and support
AdvancementAlumni and donor relationships

Illustrative architecture. Data ownership, access and synchronization depend on your platforms, interfaces and policies.

Explore integration services ↗
Illustrative university advisor and adult student reviewing information together
Conceptual industry photography

People, process & governance

Connected teams.
More personal support.

Help each department pick up the conversation with the context it needs. Define access and ownership around the people your institution serves.

  • Relevant student context
  • Department-level access
  • Clear handoffs
  • Institutional data ownership

How we work

Progress that fits
your academic calendar.

Central IT and campus teams.
One coordinated plan.

  1. 01

    Align

    Bring departments and central IT together.

  2. 02

    Connect

    Configure workflows and campus integrations.

  3. 03

    Prepare

    Validate data and train the people using it.

  4. 04

    Roll out

    Phase delivery around academic priorities.

Expertise you can see

Our Certifications & Awards

Salesforce Certified AdministratorSalesforce Certified Advanced AdministratorSalesforce Certified Platform App BuilderSalesforce Certified Platform Developer ISalesforce Certified Sales Cloud ConsultantSalesforce Certified Service Cloud ConsultantSalesforce Certified Field Service ConsultantSalesforce Certified Experience Cloud ConsultantSalesforce Certified CPQ SpecialistSalesforce Certified Pardot SpecialistSalesforce Certified OmniStudio DeveloperSalesforce Certified Agentforce Specialist
Historical Zivoke Clutch and UpCity award artwork
Clutch & UpCity recognition

Independent perspectives.
Long-standing partnerships.

Read current Clutch reviews Historical award artwork; current review scores may differ.

Why Zivoke

Your institution.
A long-term partnership.

  • Admissions, services and advancement context
  • Central IT and department stakeholders aligned
  • Support beyond the initial implementation
Explore Salesforce case studies ↗
Ohio Foundation
“The Zivoke team was responsive and knowledgeable. They cared about meeting our needs and were a pleasure to work with.”
Bill SpikerPresident, Ohio FoundationFrom Zivoke’s client feedback

Common questions

Salesforce for higher education.
Your questions answered.

Talk through your requirements ↗
What can Salesforce do for higher education?

A higher education CRM can connect recruitment, admissions, student engagement and advancement. We configure Salesforce around your institution’s priorities so departments can coordinate their work with the relevant relationship context.

Do you implement Salesforce Education Cloud?

Yes. We assess Education Cloud and your current Salesforce environment against the workflows you need. Product selection, licensing, data architecture and migration scope are confirmed during discovery.

Can Salesforce integrate with our student information system?

We assess systems including Ellucian Banner, PeopleSoft and Jenzabar, along with available interfaces and campus policies. The integration plan defines which system owns each record and how updates are shared.

Can you support admissions and advancement on the same program?

Yes. We work with admissions, advancement, student services and central IT to define shared data and department-specific workflows. Access and ownership are designed around your institutional governance model.

Can you improve an existing Salesforce org?

Yes. An assessment can identify configuration, data quality, integration and performance issues. We prioritize the changes that support your current needs and plan any migration separately.

Can we roll out by department or academic cycle?

Yes. Delivery can be phased by function, department or agreed milestone. We plan data migration, user acceptance, training and cutover with your teams around key institutional dates.

How do you approach student data and ongoing support?

We agree data access, ownership and handling requirements with your institution, then include them in configuration and testing. After launch, managed support can cover administration, enhancements, performance and connected systems.

Let’s talk about what’s next

Connect your institution.
Support every relationship.

Bring your priorities and current systems.
Let’s define the next step together.