HIGHER EDUCATION SALESFORCE CONSULTING

Salesforce for the business of higher education.

Redpath helps colleges and universities connect the people, data, workflows, and relationships that drive institutional growth — across advancement, alumni, research, corporate engagement, continuing education, admissions, public media, and tech transfer.

Summit

Salesforce Partner

17+

Years in higher ed

450+

Organizations served

3,000+

Projects delivered

THE HIGHER-ED CRM PROBLEM CHANGED.

The work is connected. The systems usually are not.

A university relationship rarely belongs to one office. The same person or organization may touch advancement, alumni relations, research, recruiting, continuing education, tech transfer, and public media — but the data often lives in different systems, with different owners and different definitions of success.

That is where Salesforce either becomes the institutional operating layer — or another expensive place to store partial information.

One relationship · many parts of the institution

The samerelationship
Advancement & Alumni
Recruiting & Admissions
Continuing Education
Research Administration
Tech Transfer
Public Media
Career & Employer
Corporate Engagement
WHAT GETS HARDER WITHOUT A SHARED MODEL

When every unit has its own version of the relationship, growth slows down.

The cost is rarely one big failure. It is a hundred small ones — revenue that never gets seen, outreach that steps on itself, and a platform people quietly stop trusting.

01

Missed revenue

Gifts, sponsorships, contracts, licensing, memberships, and program enrollments are harder to see when they live in separate systems.

02

Uncoordinated outreach

Different teams can ask the same person or organization for different things — without knowing what else is already in motion.

03

Low trust in the platform

If Salesforce does not reflect how the institution actually works, teams work around it. Then the data gets worse.

ACROSS THE INSTITUTION

Built for the teams that drive institutional growth.

Advancement, admissions, research, continuing education, and more — each has its own people, its own data, and its own definition of success. We build for each of them on one Salesforce foundation, so the institution stops re-explaining itself to its own systems.

Advancement & Alumni

Modernize donor, alumni, and constituent engagement. Unify giving history, relationships, campaigns, stewardship, and next-best actions — without losing the nuance advancement teams rely on.

Continuing Education

Support adult learners, corporate learners, certificate programs, and executive education from inquiry to enrollment to renewal.

Public Media

Connect membership, donor engagement, sponsorship, events, underwriting, and audience relationships in one place.

Recruiting & Admissions

Create clearer journeys for prospects, applicants, families, counselors, and enrollment teams — with data that supports action, not just reporting.

Research Administration

Track sponsored projects, partners, proposals, awards, compliance milestones, and faculty relationships with less manual follow-up.

Tech Transfer

Manage invention disclosures, IP, licensing, startups, industry partners, and commercialization activity with better visibility across the pipeline.

A closer look

Corporate Engagement

Coordinate industry relationships across philanthropy, research, talent, sponsorships, executive education, and innovation — on a single account model.

Explore Corporate Engagement
THE REDPATH POINT OF VIEW

The implementation is not the hard part. Sustained institutional adoption is.

Most Salesforce problems are not caused by bad technology. They are caused by unclear ownership, uneven process maturity, disconnected data, and platforms built faster than teams can absorb them. Redpath helps institutions close that gap — we advise, build, coach, govern, and stay close enough to make Salesforce useful after launch.

We know higher ed.

We understand the offices, politics, constraints, and handoffs that make higher-ed Salesforce work different.

We challenge with care.

We will tell you when the process is too complex, the data model will not hold, or the rollout is asking too much of your team.

We make it easier to sustain.

We build for real users, real governance, and the next three years — not just go-live.

SERVICES

The right help for the stage you are in.

FOR DECISIONS THAT MATTER

Advisory.

Roadmaps, architecture, governance, stakeholder alignment, operating models, readiness assessments, and Salesforce strategy.

Explore Advisory →

FOR BUILDS THAT LAST

Implementation.

Education Cloud, Experience Cloud, integrations, migrations, workflows, data models, dashboards, automation, and cloud configuration.

Explore Implementation →

FOR DATA YOU CAN TRUST

Migrations.

Data cleanup, mapping, validation, and cutover, including Raiser's Edge to Salesforce, so nothing critical is lost in the move.

Explore Migrations →

FOR PLATFORMS THAT GROW

Managed Services.

Ongoing optimization, admin support, releases, adoption, reporting, enhancements, and platform stewardship.

Explore Managed Services →

Common Redpath engagements

Co-Delivery / Architect ServicesMessy Org Cleanup or RebuildRaiser's Edge to Salesforce MigrationsCorporate Engagement ArchitectureEducation Cloud Readiness
HIGHER-ED WORK, IN THE REAL WORLD

Trusted by institutions doing serious Salesforce work.

Georgia Southern University campusFEATURED ENGAGEMENTCredit: Courtesy of Georgia Southern University
CASE STUDY · CORPORATE ENGAGEMENT

Georgia Southern unifies corporate and industry engagement on Salesforce.

A Salesforce-powered platform gives the Office of Business Engagement one centralized, scalable way to manage partnerships across research, innovation, philanthropy, and workforce initiatives.

“This platform strengthens how we manage and grow relationships with our corporate and industry partners.”
John Stevenson, Associate Vice President
Read the Georgia Southern case study →

A few of the 450+ organizations we've supported

Georgia Tech
Georgia Southern
University at Albany
UW–Stout
Bunker Hill CC
Middle Georgia State
Ponce Health Sciences
Minerva

BLUEPRINT · 15 MIN READ

Corporate engagement on Salesforce: the end-to-end blueprint for universities.

How universities move beyond siloed research partnerships to a 360-degree, platform-driven approach to corporate engagement.

Read the article →

TRENDS · 8 MIN READ

5 Salesforce trends driving higher-ed partnerships, innovation, and revenue.

How institutions use Salesforce to improve partnership visibility, analytics, AI, and cross-campus coordination.

Read the article →

AI · 4 MIN READ

How to start using AI in higher education without overhauling your strategy.

Practical steps to bring AI into your institution today, creating efficiency and better student engagement without a major overhaul.

Read the article →
HOW REDPATH WORKS

Embedded enough to understand the work. Senior enough to challenge the plan.

We do not disappear into a build room and return with a platform your team cannot sustain. We work alongside your stakeholders, admins, and leaders so the system reflects the operating model — and the operating model is ready for the system.

01

Advisory before overbuilding. We pressure-test the plan before we build the platform.

02

Co-delivery with your team. We work alongside your stakeholders, admins, and leaders.

03

Governance that prevents drift. Structure that keeps the system honest after go-live.

NEXT STEPS

Build Salesforce around how your institution actually grows.

If your higher-ed Salesforce work spans offices, revenue streams, relationships, and systems, Redpath can help you find the clearest path forward.