Every Student Interaction Is a Moment You Can’t Afford to Miss

Higher Education Is Facing Its Most Challenging Decade. The Right Technology Is the Difference Between Thriving and Surviving.

The enrollment cliff is here. U.S. high school graduates peaked in 2025 and are projected to decline significantly, driving increased competition, closures, and consolidation across higher education.


Institutions that succeed will recruit more effectively, improve retention, and operate with greater efficiency. Engaging students, alumni, and donors with better data and systems is no longer optional.

At the same time, the technology landscape is shifting. Modern platforms like Salesforce Education Cloud, Data Cloud, and NetSuite are replacing legacy systems, enabling unified data, AI-driven experiences, and more efficient financial and operational management.

“We had an Excel spreadsheet that was very complicated and relied on macros extensively… if a link inside the spreadsheet ever broke, it would take at least an hour every time to even diagnose what the problem was before the Finance team could fix it.”

— Lindsey Stringer, VP for Technology and Business Operations,
National Math and Science Initiative

Recommended Solutions for Education

END-TO-END CAMPUS OPERATIONS

Education Cloud

Manage the full student lifecycle from prospect to alum with a connected system. Streamline operations, empower advisors, and engage donors using shared data and AI-driven insights. This reduces complexity while improving outcomes across the institution.

PERSONALIZED ENGAGEMENT AT SCALE

Marketing Cloud

Engage prospective students, alumni, and donors with targeted, multi-channel journeys driven by real-time behavior and data. Automate outreach across email, SMS, and digital channels to increase enrollment, strengthen relationships, and drive giving.

ONE SOURCE OF TRUTH

Data 360

Unify data from across systems into a single, complete view of every constituent. This foundation powers AI-driven insights, personalized engagement, and more informed decision-making across the institution.

SELF-SERVICE, SIMPLIFIED

Experience Cloud

Deliver connected portals for students, prospects, alumni, and families that streamline engagement and reduce administrative workload. Every interaction feeds back into your system, creating a more personalized and efficient experience.


Solutions by Education Segment

Colleges and universities face enrollment pressure, retention challenges, and operational complexity. We implement Education Cloud, Data Cloud, Marketing Cloud, Agentforce, and NetSuite to unify the student lifecycle and modernize financial and operational systems.

Community colleges serve diverse populations while managing enrollment pressure and limited resources. We focus on streamlined recruitment, student success for nontraditional learners, and modern financial systems that reduce manual work.

K-12 institutions use Salesforce to manage enrollment, parent engagement, and fundraising. We implement connected solutions for communication, portals, and financial management across multi-school networks.

EdTech companies operate like SaaS businesses, requiring strong sales, billing, and revenue systems. We connect Salesforce and NetSuite to support subscription models, revenue recognition, and scalable growth.

These organizations need flexible systems for non-traditional programs and billing models. We implement solutions for enrollment, marketing, and financial management that support diverse learning formats and funding structures.


What Makes Plative Different for Education

ONE CONNECTED STACK

Cross-Platform Depth

Unify CRM, ERP, and AI to connect enrollment, advancement, and financial data in one complete view.

DESIGNED WITH AI

AI-Native from Day One

Deploy AI across recruitment, advising, and operations from day one with connected data powering every workflow.

PROVEN INDUSTRY INSIGHT

Adjacent Industry Expertise

Apply proven models from nonprofit, financial services, and membership organizations to accelerate results in education.

FASTER TIME TO VALUE

Proprietary Accelerators

Leverage pre-built tools to speed migrations, integrations, and AI deployment from months to weeks.

BUILT FOR EDUCATION FINANCE

Financial Expertise

Support complex structures like fund accounting, grants, and multi-entity reporting with systems aligned to compliance needs.

Ready to Modernize Your Institution’s Technology?

Whether you’re evaluating Education Cloud for the first time, planning a SIS migration, deploying Agentforce agents, replacing Raiser’s Edge, or implementing NetSuite for institutional financial management, Plative brings the cross-platform expertise, AI-native approach, and accelerators to get your institution running on connected, intelligent systems.


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