Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for education firms.
Unified student record
Integration between SIS, LMS and CRM so admissions, advising, financial aid and student life work from the same record rather than their own copy.
Recruitment and admissions platform
Inquiry capture, automated nurture, application tracking and yield management, with response time treated as the metric it actually is.
Melt and retention signals
Behavioural and engagement signals surfaced between deposit and census, and again each term, so intervention happens while it can still matter.
Proactive advising workflows
Advisor caseloads, alert routing and intervention tracking built around early signals rather than posted grades.
Advancement and alumni engagement
Constituent records connecting engagement, event attendance, volunteering and giving, so cultivation is informed by more than the last gift.
Accessible-by-default digital experience
Portals and communications built to WCAG from the start, with accessibility checked as part of the release rather than audited afterwards.
Common Challenges
What we see in education.
The technology and process challenges that come up in nearly every engagement we run in this industry.
The student exists in six systems
The SIS, the CRM, the LMS, financial aid, housing and advancement each hold part of the record. Nobody sees the whole person, which is exactly what advising requires.
Recruitment competes on response time and loses
Inquiries arrive around the clock and get answered in business hours, days later. The institution that replies first is often the one that enrolls.
Melt is discovered too late
Between deposit and first day, students quietly disappear. Without behavioural signals, nobody knows until the census.
Advising is reactive
Advisors find out a student is struggling when the grade posts, which is one term too late to change the outcome.
Advancement works from stale data
Alumni records decay quickly, and giving history rarely connects to the engagement history that would explain it.
Accessibility is treated as a project, not a property
Digital accessibility gets audited once, remediated, and then drifts as new content is added.
Regulatory & Compliance Matters
What we navigate in education.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
FERPA
Education record privacy, disclosure logging, directory-information handling and role-based access to student data.
Title IV / Higher Education Act
Financial aid eligibility evidence, satisfactory academic progress records and program participation documentation.
Title IX
Case intake, confidentiality controls and the recordkeeping those investigations require.
ADA & Section 508
Digital accessibility for portals, forms and communications, tested as part of release rather than audited afterwards.
Clery Act
Campus incident recording, timely warning workflow and annual security report evidence.
GDPR (International Students)
Lawful basis, consent capture and data subject rights for students recruited from the EU and UK.
Signature Service Categories
The major education practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Recruitment & Admissions
Inquiry capture, nurture, application tracking and yield management.
Student Success & Advising
Unified student record, early alerts, caseload management and intervention tracking.
Advancement & Alumni
Constituent records, engagement scoring, campaign management and giving history.
Constituent Communications
Journey-based communication across prospective, current and former students.
Analytics & Reporting
Enrollment funnel, retention and advancement reporting on one data set.
Other Platforms
The technology stack we typically deploy here.
Salesforce Education Cloud
Salesforce Marketing Cloud
Experience Cloud student and alumni portals
SIS integration (Banner, Colleague, PeopleSoft)
LMS integration (Canvas, Blackboard)
Data Cloud for student 360
Tableau for enrollment analytics
MuleSoft for system integration
DocuSign for forms and agreements
Agentforce for student self-service
Integration Ecosystem
The platforms we connect to in education.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Ellucian Banner
Ellucian Colleague
Oracle PeopleSoft Campus
Workday Student
Canvas LMS
Blackboard
Slate
Blackbaud Raiser's Edge
TargetX
Element451
MuleSoft
Tableau
DocuSign
Twilio
How Clients Engage Us
Ways to work with us on education initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Assessment across recruitment, student success and advancement.
Fixed-Scope Implementation
Defined builds for admissions, advising or advancement.
Managed Services
Ongoing administration across the academic calendar.
Fractional Technology Leadership
Senior technology leadership for institutions without a CRM owner.
Outcomes We Deliver
The metrics we actually move for education clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Inquiry response time
Reduced
Application completion rate
Increased
Summer melt
Reduced
Time to identify an at-risk student
Reduced
Advisor caseload visibility
Improved
Alumni record accuracy
Improved
Signature Frameworks
Proprietary methodologies for education work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Single Student Record
A reference architecture for resolving SIS, LMS, CRM and advancement records into one student identity.
Melt Watch
Our approach to surfacing pre-enrollment disengagement signals early enough to act on them.
Advising Signal Model
A framework for turning behavioural signals into routed, trackable advisor interventions.
Lifecycle Constituent View
A blueprint for carrying one person from prospective student through alumnus without breaking the record.
Featured Insight
Insight & analysis from our education team.
Consultant-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help education clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move education forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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