Education

Empowering Universities & Colleges with Connected Student Journeys

Higher education institutions face growing pressure to deliver quality, affordable, and equitable learning experiences while managing disconnected systems and siloed data. Many rely on separate Student Information, Financial, and ERP tools, creating fragmented insights across the student lifecycle.

Eigen X helps colleges and universities unify their data and engagement strategies through Salesforce Education Cloud, Data Cloud, Tableau, Snowflake, and more. With over 20 years of higher ed experience, we design scalable solutions that enhance recruitment, retention, and alumni engagement—empowering institutions to make smarter, data-driven decisions and deliver a connected campus experience.

Partnerships That Drive Impact

Logo of the University of California, Berkeley featuring a beaver, with text 'CIF MOON' and 'RUTGERS' and various colors and design elements.

“We could not do it without Eigen X. Their staff is knowledgeable, flexible and is always there for us, especially in emergency situations. I consider a few Eigen X staff as my own team members. They are awesome!”

Education Client

Industry-Specific Offerings

  • Closely track Return on Investment: Tracking and understanding the touch points (submitting an inquiry or application, attending an open house, stopping by a booth at a college fair) in a student's journey from their time as a prospect to enrollment is key driver for recruitment. We work with colleges and universities to craft data driven marketing strategies based on these insights and deploy technologies (Pardot, Marketing Cloud, etc.) to make the most of every marketing dollar. Our goal is to make decisions data-driven.

    End reliance on spreadsheets: Many schools lack a complete view of their admissions pipeline because their existing SIS or CRM solution cannot access the significant amount of institutional data living in spreadsheets. As data continues to collect in spreadsheets, errors proliferate, edits are untraceable, and value is lost. We have a proven approach to rid universities of spreadsheets and migrate them to the Salesforce Higher Education Data Architecture with minimal investment. Once empowered with a full complement of institutional data and best in class analytics, recruiting teams can easily reach out to the right prospects at the right moment.

    Maximize the value of external Application Portal:Revamping outdated online applications, streamlining application review processes, simplifying communications with applicants, and better tying prospects to enrollments are all ongoing challenges for institutions. Whether it is integrating with centralized application services (i.e., Common Application, LiasonEDU), designing a better application experience or simply creating a better internal experience for reviewers, our team has the expertise to build custom portals or help select an external vendor to do so.oes here

  • Identify early indicators for student success through a unified view Meeting with the financial aid office, signing up for housing, sitting down with advisors, participating in a club, or canceling a meal plan are all critical activities in a student’s journey. We work with universities to migrate or integrate critical student touchpoints into a single student view within Salesforce. By pairing this approach with predictive analytics, we can help highlight "at risk" students in advance and keep them on a path to success.

    Turning student success into alumni success The transition from student to working adult is filled with challenges, perhaps none greater than finding the right job. Eigen X can transform an institution’s job placement data (career fairs, alumni networks, coops/internship programs etc.) into interconnected relationships and provide tools that connect soon to be graduates with right opportunities.

  • Track alumni participation in events or mentorship: A school’s relationship with its students doesn’t stop at graduation and neither should its data. We work with alumni affairs teams to ensure their understanding of every student’s journey continues seamlessly after graduation by creating data driven marketing strategies that keep alumni engaged. This continued engagement helps provide an up-to-date picture of their contact information, time, resources, employer and job opportunities.

    Connect alumni with each other over shared interests: Fostering continued relationships beyond graduation means delivering more value to alumni than ever before. Launching a platform with Salesforce communities will enable institutions to easily market events to alumni, share cultivated content with alumni aligned with their interests, and maintain an accurate alumni profile. The community also becomes a platform for the alumni to connect with each other and current students to share ideas, job opportunities, and mentorship.

  • Target your marketing spends and improve enrollment percentages: We work with a number of continuing and professional education departments to improve their use of data driven marketing strategies and deploy automated marketing technologies (Pardot, Marketing Cloud, etc.) to make the best use of every marketing dollar. When armed with our best in class analytics, recruiting teams can easily identify prospects with the right fit at the right time.

  • Continuing Education programs are increasingly expected to deliver consumer‑grade digital experiences—without adding operational complexity. Salesforce Commerce solutions enable colleges and universities to centralize course catalogs, registrations, payments, and learner data on a single, scalable platform. With Salesforce Commerce integrated into Education Cloud, institutions can streamline enrollment, support flexible pricing and discounts, and deliver seamless self‑service experiences for lifelong learners. Eigen X helps Continuing Education teams move beyond disconnected systems to a modern, data‑driven commerce experience that improves learner engagement, accelerates revenue, and scales with program growth.

Why Eigen X for Education?

In higher education, relationships are everything. Strong connections with prospects drive enrollment, meaningful engagement helps students thrive, and lasting bonds with alumni sustain the institution’s future. But managing those relationships takes more than just a CRM—it requires trusted data, clear insights, and connected systems.

At Eigen X, we help colleges and universities bring those pieces together by combining the power of Salesforce with modern analytics and data platforms such as Snowflake and Tableau. Our team understands both the technology and the people behind it, building solutions that make data easier to use, insights easier to act on, and relationships stronger at every stage of the student journey.

Where Expertise Meets Innovation

Agent-Powered Recruitment

Empower internal recruitment teams by deploying Agentforce to support recruiters, automate inquiries, and streamline applicant engagement from end-to-end enrollment.

CRM + AI

Student Success Engine

Identify at-risk students and activate early interventions by unifying tutoring, alerts, and advisor engagement in one predictive success platform.

CRM + Analytics

Global Engagement Hub

Streamline international education operations by centralizing student mobility data and enabling proactive support for globally engaged learners and programs.

CRM

Student Engagement Hub

Improve student engagement by streamlining campus health processes and resolving communication bottlenecks through an integrated messaging platform.

CRM

Data Warehouse Modernization

Modernize enterprise reporting by establishing a unified cloud data warehouse that integrates diverse systems and accelerates campus-wide analytics adoption.

Analytics

Enrollment & Admissions Ops

Streamline undergraduate admissions by consolidating systems, automating intake workflows, and enabling reviewers to process applications faster.

CRM

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