Transforming student engagement and operational efficiency with a unified Salesforce solution
Sales Cloud, Experience Cloud, Marketing Cloud, Nonprofit Success Pack, Einstein Analytics
London, UK
Education
Comprehensive Salesforce implementation and continuous optimisation to enhance student lifecycle management, donor engagement, and administrative operations
This UK-based educational institution has a long-standing legacy of academic excellence, serving thousands of students across undergraduate, postgraduate, and professional programmes. With a mission to create a dynamic, student-first experience, the institute has expanded its digital footprint in recent years, aiming to meet evolving expectations around accessibility, personalised communication, and data transparency. As the institution embraced digital transformation, it became clear that a unified, future-ready platform was essential to support students, staff, alumni, and donors alike.
Rapid institutional growth brought both opportunity and complexity. While course offerings and enrolments had significantly increased, core systems struggled to keep up. Departments used disparate platforms: student records were siloed from admissions data, donor information lived in isolated databases, and marketing relied on outdated tools for outreach.
Key challenges included:
The institution needed a digital backbone that would unify operations and support an intelligent, scalable approach to student and stakeholder engagement.
The goal was to modernise the institution’s digital infrastructure by implementing Salesforce as a centralised platform to:
The institution also wanted to ensure flexibility for future enhancements and integrations as their digital strategy evolved.
Logic Mount undertook a phased, agile implementation approach, engaging stakeholders from admissions, development, marketing, and IT to define key requirements and pain points. Based on these insights, we delivered a holistic Salesforce ecosystem tailored to the education sector.
This multi-phase project followed Logic Mount’s proven Agile Delivery Framework, ensuring transparency, speed, and alignment with institutional priorities.
Discovery & Planning
We facilitated workshops across departments to understand current workflows and future ambitions. Persona mapping and stakeholder interviews provided the foundation for our technical blueprint.
Configuration & Development
Our team customised Salesforce Sales Cloud and NPSP to reflect institutional processes. Custom objects were created for student records, course preferences, and funding history. Apex triggers and Visualforce components were used to extend Salesforce functionality where needed.
Marketing Cloud Deployment
Marketing automation was rolled out to support student recruitment and alumni outreach. Journeys were configured for prospective students, enrollees, and donors, with real-time performance monitoring.
Portal Launch (Experience Cloud)
The student and alumni portals were developed using Experience Cloud. Features included secure logins, document uploads, event registration, donation forms, and discussion boards.
Integration Phase
Data exchange between Salesforce and external systems (SIS, LMS, and accounting tools) was established with secure, bidirectional sync. This enabled real-time student progress tracking and automated reconciliation of payments and donations.
Training & Support
We conducted role-specific training sessions for admissions officers, faculty, development staff, and marketing teams. An on-demand knowledge base and regular check-ins ensure ongoing support and user adoption.
With Logic Mount’s strategic implementation, the institution now operates on a unified Salesforce ecosystem that improves every aspect of their student lifecycle, creating smooth experiences from the first enquiry through to alumni engagement.
At Logic Mount, we help educational institutions transform how they recruit, engage, and support students, using the full power of Salesforce. Smarter systems. Stronger connections. Better outcomes.
Contact us today to explore how Salesforce can bring clarity, connection, and growth across every stage of the student lifecycle.
Tyler Scott, Product Director
Brian Turner, Head of Solutions
Rachel Kim, CRM Operations Lead
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Zakir Hussien, Head of Digital Performance
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