CoPilot - A 360 Degree View of Student Success

Transformational. Cutting-edge. Delivers student success outcomes.

IDEA Public Schools is a multi-state, multi-region charter managed organization (CMO), operating 147 schools across four states. Our approach to alumni relationship management is grounded in our commitment to deliver extraordinary postsecondary outcomes amongst our former students. As we scaled from 3K to 15K IDEA graduates from 2021 to 2024, Co-Pilot (from College Possible) has enabled our organization to scale our alumni program in a world of limited financial and people capital. In fact, we have moved the needle on our 6-year college completion outcomes from 42% to 50% in 36 months. We were able to achieve this given Co-Pilot’s ability to produce undergraduate performance analysis, insights that are actionable, and most importantly, the power of turning our program strategy into a best-in-class suite of operations for & by our IDEA graduates. Moreover, their in-house support team joins you on your organization’s Salesforce journey, as they have moved us from beginners & novice to proficient in our adoption, usage, implementation, and overall instance administration. At IDEA, on the Alumni Affairs Team, we are clear: we could not scale our alumni supports without our CRM, generally, and certainly without the services and value of Co-Pilot, specifically. We are on the horizon as we scale from 15K alumni to 50K alumni over the next 48 months, and we know that our partners (Derick and Veronica) at College Possible with their Co-Pilot expertise will be of paramount importance to ensure IDEA Public Schools delivers on our brand promise of College FOR ALL.

Friendly & Knowledgable Staff

Higher Edge has been a customor of Sales Force - College Possible - for about 7 years. Since strengthening this relationship last summer, our team of consultants, Craig and Brian, have been more than helpful. Walking us through our questions, offering easy to navigate training and checking in periodically. Not only does Craig understand Higher Edge's programming and the needs of our organization for data collecting; he gets to know our staff. This allows meetings to flow organically and involve humor and fun. It's a very personable experience.

Customer Service and Amazing Team!

First Graduate often times relies on support from Co-Pilot to navigate our work with first generation college students. The Co-Pilot team is super helpful and quick to respond. We work with Veronica A. and Derick H. and they have both always gone above and beyond to help. A feature we’ve really enjoyed has the been the NSC data. We are able to confirm the college enrollment status of our students.

More Than Just a CRM

CoPilot has been an essential partner for my organization, Cooperman College Scholars. We are a non-profit scholarship provider and we use CoPilot to power our data-driven approach. CoPilot provides a suite of built-in Salesforce objects and automations which allow us to track academic data across terms, produce high-quality reports, and ensure that all of our scholarship recipients are making satisfactory progress towards graduation. CoPilot has grown along with us, anticipating many of the tools we need to ensure that the students we work with are thriving academically. The customer service and support team members are responsive, knowledgeable, and eager to ensure that all of our needs are met. We've been very satisfied with CoPilot. That said, CoPilot is more than just a CRM. College Possible provides a variety of ways to stay engaged and connected with CoPilot and their partner community. I have greatly benefitted from their Salesforce Admin training course, which covers all of the essential knowledge for new Salesforce users and existing users wishing to increase their understanding. Their webinars focus on topics that are timely and relevant, with useful Q&As that are accessible to users of all skill levels. CoPilot is always eager to learn how organizations use the platform and what tools we're interested in, such as a National Student Clearinghouse integration. Overall, CoPilot provides both an out-of-the-box CRM solution for organizations operating in the education space and pairs it with exceptional customer service and interactive programming that has been pivotal for my organization.

Six Stars

Using CoPilot through Salesforce is a blessing and game changer for any company interested. If you are hesitant just do it! It is like no other and worth the cost. As a data specialist, I rely on CoPilot daily and our CoPilot customer success manager Hannah is a joy to work with. I always look forward to our meetings because she is always ready and willing to help, has such a great and cheerful attitude every time, and goes above and beyond for all of my CoPilot needs. If I could give six stars I would! Overall, CoPilot and their team makes my job so much easier, and did I mention that it is user friendly and customizable based upon company needs and goals. I love working with them for all of my data needs.

Great tool, even better service

Salesforce and CoPilot are great platforms to help drive our processes. When we have questions or need additional support, Veronica and Derick are great resources that go above and beyond to deliver on our requests.

I work for a Advise TN and utilize Salesforce daily. It is a wonderful assett to my job.

Salesforce allows me to track my progress and program metrics with almost 200 high school seniors. With the help of Salesforce, I can insure that no student gets left out. The app is easy to use and extremely user friendly. I would definatly recommend it to others.

Love!

Salesforce makes my everyday work life so much easier! I work with AdviseTN and have over 100 high school students to document and track within Salesforce. The dashboard helps me stay on track with meeting my goals! I am able to see how many students need to complete certain college requirements. Also, I am able to keep up with which students I need to follow up with! The task option is great in it helps to remind me of students to meet with and what they need to do. A texting platform in Salesforce would be even better!

The BEST for College Access

For context, I work for a state wide College Access program (Advise TN) that serves over 10,000 students a year. I cannot sing the praises of Co-Pilot loud enough. It has revolutionized our work from the spreadsheet we started with. Our advisors LOVE the dashboards as it helps show them their work in real time. The student profiles are easy to navigate and anything we have needed added or refined has never been an issue for Co-Pilot to do. Our account manger is AMAZING and the customer service is unmatched. Their reporting features are well suited to our needs as well and have helped us evaluate our outcomes in a much shorter time frame which enables us to make necessary service changes to better service our students. The only "improvement" I wish they would make is to develop their own texting service :).

Powerful Tool for College Access

CoPilot has allowed our organization to move away from spreadsheets and consolidate all of our student data and their milestones in one spot. The dashboards and reports that we can now generate give us insights that we weren't able to see so easily before. The new integration with National Student Clearinghouse allows us to gauge the persistence of our students at the college level which helps us demonstrate our impact over time for stakeholders and funders. I highly recommend CoPilot for organizations looking to track students' progress on their postsecondary admission journey.