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Higher Education Salesforce Partner

Higher ed is in a moment of real change. We help institutions meet it.

Enrollment is declining. Students need more support than ever. Advisors are stretched thin. And your data is scattered across a dozen systems that don't talk to each other. We work with colleges and universities across the institution, connecting the systems your teams run and the experiences your constituents actually have.

Talk to a Higher Ed Expert
Institutions
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What higher ed is navigating
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Where we focus
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The Complete Constituent
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Why CUBE84
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Leaders
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Insights
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FAQs

We work with institutions whose mission we take seriously.

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Alumni platform mockup with features

Currently building

A live AI-powered alumni portal with a college, a forward-looking proof point for what AI can mean for advancement when the data underneath it is right.

How we work with institutions

Implementation
Optimization
Integration
Managed Services
Roadmap
The challenges don't sit in any one office. Neither should the solutions.

The challenges don't sit in any one office. Neither should the solutions.

Enrollment decline. Advisor capacity. Data unification. AI expectations. Alumni engagement. Every one of these moves across the institution.

We've spent years inside these environments, working with student affairs, advancement, and central IT. We know the vocabulary, the politics, and the pace.

We connect the systems you already run, give staff the visibility they need to act, and build the portals and apps your constituents actually use. Real progress, without the weight of programs that don't fit the moment.

Opening quotes

What we hear in a first meeting

We didn't need another system. We needed the systems we already have to actually work together, and someone who understands why that's hard in a university.

Closing quotes

The numbers every higher ed leader is working with.

13%Projected decline in U.S. high school graduates

Between the 2025 peak and 2041. The enrollment cliff is no longer a forecast, it is arriving.

8.7% → 5.6%Drop in alumni participation over the past decade

The long-term pipeline problem, not just aone-year story. Fewer annual givers today means fewer major donors a decade from now.

61%Nearly four in ten students still don't finish in six years

Six-year completion has held at recent levels across four consecutive cohorts. Completion shapes rankings, accreditation, and state funding.

Four areas where we go deepest, and where higher ed teams bring us in.

Student Engagement

Student Engagement

"How do advisors see a complete picture of a student before it's too late to act?"

Students don't show academic trouble first. They stop coming to club meetings. They skip the events they used to attend. Their LMS logins drop. By the time their grades slip, the warning signs have been there for months. We build the portals, mobile apps, and advising workflows that make those earlier signals visible, plus AI that surfaces who to reach out to, so your staff can act when an intervention still matters.

Alumni Engagement

Alumni Engagement

"How do we deepen the alumni relationship beyond giving?"

Alumni show up in more ways than one. They come back for events. They volunteer. They join affinity groups. They mentor students. They stay connected through digital communities long before they ever give. We build the alumni portals, community experiences, unified engagement and giving views, and AI-powered personalization that make all of that visible, so your engagement teams and gift officers see the full relationship, not just the giving history.

Advancement

Advancement

"How do we get more from the advancement platform we run, and give donors a giving experience worth coming back to?"

Advancement teams have the platform. What's missing is two things. The platform working as hard as it should for the gift officers who depend on it. And the public-facing giving experience donors actually want to use. We optimize your advancement platform, build donor 360 views your team will use daily, and design the public giving pages and portals that turn intent into action. Our work pairs deep platform optimization with the design strength that makes giving easy.

Corporate Engagement

Corporate Engagement

"What does our institution's full relationship with our top corporate partners actually look like?"

Corporations show up in more places than one. They hire your students. They sponsor research. They partner with academic units. They give philanthropically. They sit on advisory boards. And the president's office holds the top-tier relationships that depend on all of it. But no one can show leadership the whole picture. We build the Corporate Engagement layer that brings every part of a corporate relationship into one place, with cross-unit reporting the president can use and the data unification that turns fragmented partnerships into coordinated ones.

The Complete Constituent

One view of every person connected to your institution.

How do we connect what we already run without a multi-year rip-and-replace?

Most institutions already have rich constituent data. The challenge is that it lives in places that don't talk to each other. Enrollment sees one slice. The registrar and academic units see another. Student Success, Career Services, Advancement, and Alumni Relations each hold their own.

The work is bringing those views together, so any unit can draw from the full picture, and so the institution is ready for what AI can do once the data underneath is right.

Plenty of Salesforce partners work in higher ed. We're built for it.

We know the systems you're already running. icon

We know the systems you're already running.

Banner, Colleague, Workday Student, Slate, Ascend, Hivebrite, Canvas, Ellucian. We work with these environments. We know what integration really costs, and how to minimize it.

Design is how it gets used. icon

Design is how it gets used.

Most Salesforce implementations in higher ed are technically correct and practically unused. We treat design as core, not polish. Portals, apps, and workflows built around how higher ed teams actually work.

A decade of higher ed work. icon

A decade of higher ed work.

10 years in higher ed. 20+ engagements delivered. 5 anchor institutions. 40+ Salesforce certified consultants across Education Cloud, Experience Cloud, Data Cloud, Service Cloud, Marketing Cloud, and Agentforce, building on what we’ve learned about how higher ed actually moves.

Meet the team you'll work with.

Photo of Prabitha

"Higher ed doesn't need another vendor pitching transformation. It needs a partner who understands the pace, the people, and the pressure."

Prabitha leads CUBE84's higher education practice and is responsible for how the firm delivers its work. She stays close to every engagement, focused on the kind of consistency, communication, and follow-through institutions actually need from a partner.

Connect on LinkedIn
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Technology should seamlessly integrate behind the scenes to let educators focus on what truly matters: the student journey.

Siddharth oversees technical architecture and data integration strategies, ensuring that complex multi-cloud ecosystems talk to each other seamlessly while maintaining institutional data security.

Connect on LinkedIn

Short pieces, deep dives, and work we've delivered.

Private Research University – Salesforce Staff Augmentation
CASE STUDY

Private Research University – Salesforce Staff Augmentation

Mastering Salesforce for Higher Education
eBook

Mastering Salesforce for Higher Education

EverFi Carves Out Independence from Blackbaud with Salesforce
CASE STUDY

EverFi Carves Out Independence from Blackbaud with Salesforce

The Biggest Mistakes Universities Make When Using Salesforce
BLOG

The Biggest Mistakes Universities Make When Using Salesforce

AI for Alumni Engagement: A Practical Guide for What You Can Do Today
BLOG

AI for Alumni Engagement: A Practical Guide for What You Can Do Today

Implementing Salesforce Education Cloud: Step-by-Step Guide for Universities
BLOG

Implementing Salesforce Education Cloud: Step-by-Step Guide for Universities

How to Connect Ellucian Banner or Colleague to Salesforce Without Enterprise-Scale Costs
BLOG

How to Connect Ellucian Banner or Colleague to Salesforce Without Enterprise-Scale Costs

From Application to Graduation: Leveraging Salesforce Data Cloud to Transform Education
BLOG

From Application to Graduation: Leveraging Salesforce Data Cloud to Transform Education

FAQs

We work across Education Cloud, Experience Cloud, Data Cloud, Service Cloud, Marketing Cloud, and Agentforce. These are the Salesforce products with the deepest fit for higher ed, covering student lifecycle management, constituent portals, unified data, case management, multi-channel constituent communications, and AI. We pick the right combination for your institution based on what you already run and what you actually need, not a one-size-fits-all stack.
Yes. We implement Education Cloud as the constituent relationship management layer across the institution, including recruitment, advising and case management, student services, communications, and alumni relationships. We integrate Education Cloud with the systems your institution already runs, including Banner, Slate, the SIS, and your advancement platform. For institutions new to Education Cloud, we deliver new implementations. For institutions already on the platform, we optimize what's there.

Yes, Salesforce is one of the strongest platforms for student engagement when implemented well.

  • Education Cloud handles student lifecycle data
  • Experience Cloud powers student portals and mobile apps
  • Service Cloud runs case management and advising workflows
  • Marketing Cloud drives multi-channel student communications
  • Data Cloud unifies student data across systems, the foundation for AI and personalization
  • Agentforce surfaces who needs outreach

These can come together as an integrated platform, or each can stand on its own. Many institutions start with one and add others as priorities evolve. We help you sequence what makes sense for where you are, not push the full stack on day one.

Yes, Service Cloud is well-suited for one-stop service models in higher ed. It can consolidate case management across student services, IT support, registrar, financial aid, advancement inquiries, and parent communications into a single platform. We've built one-stop service experiences that route requests across departments, keep a unified history of every interaction, and give staff visibility into the full constituent relationship.

Salesforce acts as the operational layer that connects data, workflows, and visibility across teams.

Many nonprofits are already moving in this direction. According to the Salesforce 2025 Nonprofit Trends Report, over half of nonprofits are piloting or using AI in day-to-day work — including reporting and operations, not just content.

Our work aligns with how the sector is evolving.

Yes. We support Ascend by Kindsight (formerly UC Innovation) at the institutional level, and we work with Salesforce alongside other advancement CRMs including Raiser's Edge and Affinaquest. Our focus is optimization and integration, not replacement. Most advancement teams don't need a new system. They need their current one to work better and connect cleanly with the rest of their stack.
Usually, no. The engagement layer we build sits on top of the SIS, not inside it. That means the Salesforce work can continue alongside a migration and survive the transition. We can scope the work to complement your migration timeline rather than compete with it, and the systems we build will connect to your new SIS once it's in place.
Most higher ed Salesforce implementations run between 3 and 9 months for a focused engagement. A student portal might take 4 to 6 months. A Data Cloud unification project might take 4 to 5 months. Larger multi-cloud programs run longer. Timeline depends on scope, integration complexity, data readiness, and how decisions move through your institution. We scope honestly, we commit to the timeline, and we deliver against it.
ROI in higher ed shows up in specific, measurable ways: reduced advisor caseload time, higher alumni engagement and giving rates, faster gift processing, cleaner data across systems, fewer manual handoffs, and improved student retention. We define success metrics with you at the start, tied to what actually matters at your institution, and we track and report against them. We don't promise a percentage lift before we've seen your environment. Anyone who does is guessing.
We lean on configuration, modular features, and targeted custom work. Custom logic only where it earns its keep. We've seen what happens when a system is over-engineered at launch and then can't be maintained by a small or medium-sized IT team. We build for the team that will actually run the system, not the one a vendor wishes existed, and we offer managed services for institutions that want us to run parts of it ongoing.
We design with security, privacy, and accessibility built in from day one. We help define roles, permissions, change governance, and audit policies. For higher ed clients, this includes designing with FERPA in mind, and we build public-facing portals and apps to WCAG 2.1 AA standards for ADA compliance. We build systems that are compliance-ready and that your institution's privacy, security, and accessibility teams can sign off on with confidence.
Go-live is the start of real value, not the end. We align with you on success metrics before implementation begins, so we're building toward something measurable from day one. Right after go-live, we focus on change management and adoption, partnering with your team to make sure the system gets used. From there, our work covers managed services, enhancements, training, and roadmap evolution. The system evolves with your institution, and we keep navigating toward the success metrics we set together. Institutions stay with us for years after go-live for exactly that reason.

Not sure where to start?

Many of our best conversations start with "we're not even sure what we need yet." That's fine. Tell us what's not working and we'll go from there.

Let's have that conversation
Not sure where to start?Not sure where to start?
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