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Regent Award for Salesforce
Financial Aid insights for recruiting and advising staff
Overview
Regent Award plus Regent Award for Salesforce delivers a student-centric experience by providing a rich, extensible integration of financial aid indicators to recruiters to serve as enrollment indicators and to advisors to identify at-risk students.
Regent Award plus Regent Award for Salesforce help deliver a cohesive, student-centric experience across the entire lifecycle. The solution provides a rich, extensible integration of financial aid indicators from Regent’s product suite.
Insights are displayed to institutional Salesforce users using the native Salesforce security framework and are customizable to conform to the institution’s privacy policies.
Through Regent Award for Salesforce, enrollment and student-success teams have access to key financial aid insights in their CRM, in context of the student record.
Recruiters can: - Identify the presence of a FAFSA at the institution as well as the student’s awarding status to help with proactive outreach for students of interest; and - Spot tasks or documents blocking awards or disbursements and direct students on next steps. Advisors can: - Detect if an issue with a student’s financial aid places the student at risk and direct them accordingly; - Recognize if a student is experiencing academic issues that may affect access to financial aid and engage the right resources.
Categories
- Business Needs
- Customer Service
- Industries
- Education
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package