Academic advising
You see ten systems. Nowhere the whole student.
The degree audit lives in one tool, your notes in another, the early-alert flag in a third, and the registration that explains all of them in a fourth. Advising is the office the institution expects to see the whole student — at scale, on deadline, with retention on the line — while working from the most fragmented view on campus.
How we show up
What we do for advising.
Salesforce is well established for advising. Our work puts it on the whole student record — so an adviser sees enrollment, progress, aid status and account in one place.
- Advising on the student record
- Appointments, notes and plans on the same record as registration and academic history — not in a sidecar tool that has to be reconciled with it.
- Degree audit and what-if, native
- Degree progress and what-if analysis run in the platform itself — so “can I still graduate on time if I switch?” is answered in the meeting, not referred to another office.
- Slack for Education
- Advising and support in shared channels, with student record context available without leaving Slack — and handoffs between offices that leave a trail.
One record
The whole student, on the screen you advise from.
An advising conversation is only as good as what you can see: the registration, the progress toward the degree, the hold, the balance flag, the note a colleague left last term. When those live on one record, preparing for a meeting stops being an assembly job across browser tabs — and the student stops re-telling their story to every office that owns a different fragment of it.
Start here
Show us what advising cannot see.
A discovery call is a working conversation. Bring the tabs you keep open for one student meeting — we will tell you candidly which of them one record would close, and which it would not.