Salesforce Solutions
for Universities &
Higher Education
Institutions

Zivoke helps universities and higher education organizations streamline admissions, advancement, student services, operations and all other department specific initiatives using Salesforce Cloud and custom Salesforce solutions.
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Trusted icon Trusted by higher education institutions
Trusted icon Salesforce Partner
Trusted icon Experience with Public and private universities
Trusted icon Ohio Foundation of Independent Colleges
Trusted icon University of South Florida
Existing Clients? Access Your Portal
Log in to manage your projects, track support requests and access detailed reports.
WHO WE WORK WITH
Mission-driven and education-
focused organizations
Our experience includes institutions such as the Ohio Foundation of Independent Colleges and the University of South Florida, delivering scalable Salesforce solutions for higher education.
  • Public Universities
  • Private & Independent Colleges
  • University Foundations & Advancement Offices
  • Continuing Education & Extension Programs
  • Research & Academic Institutions
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UNIVERSITY SALESFORCE USE CASES
How Universities Use
Salesforce with Zivoke
Zivoke configures Salesforce around how universities actually operate—connecting advancement, student-facing services and foundation activities in one unified platform.
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Advancement & Fundraising

Prospect management, campaigns, pledges, stewardship, and leadership dashboards

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Scholarships & Donor Stewardship

Application workflows, review processes, award tracking, and donor impact reporting

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Enrollment & Outreach

Lead capture from forms and events, engagement journeys, and conversion tracking

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Corporate & Continuing Education

Corporate partner management, contract training, and renewals

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Alumni & Career Services

Alumni engagement, mentoring programs, employer relationships, and events

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Executive Reporting

Real-time dashboards for grants, fundraising pipelines, research projects, and program performance

WHY UNIVERSITIES CHOOSE ZIVOKE
Universities and Zivoke
Zivoke combines higher-education domain expertise with deep Salesforce implementation and integration experience, acting as a practical, long-term partner rather than just a technical vendor. We help universities deliver value faster while maintaining strong governance, transparency and scalability.

Higher-Ed Salesforce Expertise

Domain-led delivery

End-to-End & Integration-First
Delivery

Build. Integrate. Scale.

Agile, Transparent & Scalable
Support

Deploy. Govern. Evolve.

Salesforce Services for Universities
Salesforce services
Zivoke offers a focused set of Salesforce services designed specifically for higher education institutions.
01
Salesforce Education Cloud
Implementation
02
Admissions & Advancement
Customization
03
Data Migration from Legacy University
Systems
04
Salesforce Integrations (Finance, SIS,
Marketing)
05
Managed Support & Ongoing
Enhancements
06
Reporting, Dashboards & Executive
Insights
Flexible and Long-Term Salesforce Support for Universities
Ongoing Salesforce Support for Universities
Universities evolve continuously — and so should their Salesforce platforms. Zivoke provides: Dedicated Salesforce support for higher education teams Enhancements aligned with academic cycles Proactive system optimization Transparent communication and reporting Our goal is to serve as a long-term Salesforce partner, not just an implementation vendor.
Security, Compliance &
Trust
Security, Compliance & Data Protection
We understand the importance of data privacy and compliance in higher education. Zivoke follows industry best practices to ensure: Secure access controls and role-based permissions Compliance with institutional data governance standards Audit-friendly reporting and documentation Reliable uptime and support processes This ensures universities can confidently manage data on Salesforce.
Schedule a Free University Salesforce Consultation
Get expert guidance on how Salesforce can support admissions, advancement, scholarships, alumni engagement and institutional reporting—tailored to your university’s needs.

Frequently Asked Questions

Can Zivoke integrate Salesforce with
our existing SIS?

Yes. We specialize in integrating Salesforce with major SIS platforms including Ellucian
Banner, PeopleSoft and Jenzabar to ensure real-time data synchronization.

Do you support private colleges and
consortiums?

Absolutely. We have extensive experience working with consortiums like the Ohio
Foundation of Independent Colleges to manage multi-tenant environments.

Can you work with both central IT and
college-level stakeholders?

Yes. Zivoke is used to multi-stakeholder university projects and will align with your
governance model, including central IT, advancement, finance and individual colleges or
schools.

Do you support phased rollouts instead of
a “big-bang” launch?

Absolutely. Many universities prefer pilots or phased deployments by unit or function, with
clear cut-over plans and change management to reduce risk and keep teams comfortable.

Can you take over and improve an existing
Salesforce org?

Yes. Zivoke can audit your current Salesforce org, remediate issues, optimize configurations
and provide ongoing managed support rather than forcing a full rebuild.

Do you work with public universities and
nonprofit institutions?

Yes. Zivoke has extensive experience working with public universities, private colleges and
nonprofit education foundations.

Can Salesforce be customized for university-specific
processes?

Absolutely. We design Salesforce solutions around admissions, advancement, student
services and institutional reporting needs.

Do you provide ongoing support
after implementation?

Yes. We offer managed Salesforce support tailored for higher education institutions.