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Education

Enhance institutional effectiveness and foster student success

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Education Industry Salesforce Deduplication

Data integrity is crucial for educational institutions seeking to engage with students, alumni, and donors effectively.

Salesforce research finds institutions with high digital maturity demonstrate greater confidence in online donations, volunteer engagement, and supporter acquisition.

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Data you can depend on

Data is integral to operations and decision-making. Admissions and enrollment, financial aid, student records and services, alumni engagement, fundraising campaigns and donor management all require clean, accurate data.

By ensuring the reliability and accuracy of your data, you can: 

  • Streamline student enrollment and registration 
  • Improve alumni engagement and fundraising  
  • Enhance accountability and reporting  
  • Optimize budgeting and forecasting  

Create seamless experiences

Personalize communications

Connect teams

ENSURE COHESIVE STUDENT EXPERIENCES

Creating a seamless journey, from inquiry to enrollment, is crucial for student success. This requires a reliable, unified view of each student across touchpoints.

DataGroomr simplifies student data management by deduplicating, consolidating, formatting, and validating new and existing student records within Salesforce.

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DELIVER PERSONALIZED COMMUNICATIONS WITH CONFIDENCE

Connected experiences are central to engaging stakeholders. Students, parents, alumni, and donors expect timely and relevant communications that address their individual needs.

Personalized outreach, tailored communications, and timely engagement rely on precise and duplicate-free data. Create and distribute communications that drive engagement and support academic success.

CONNECT YOUR TEAMS

Clean data is the cornerstone of efficient operations and effective decision-making in education. Yet, many organizations struggle with fragmented data management systems, data silos and inefficiencies.

DataGroomr enables seamless data integration and consolidation, empowering educational teams to collaborate effectively and drive better outcomes.

Free 14-Day Trial

No setup or customization required.

Data cleansing that's easy,
fast, accurate, and reliable

POWERED BY MACHINE LEARNING

No need to set up complex rules or normalize data. DataGroomr’s algorithms for intelligent duplicate identification does all the work for you.

MERGE DUPLICATES

Conveniently merge duplicate records in standard and custom objects or even cross-object. Use the side-by-side display or merge en masse.

VERIFICATION ASSURANCE

Ensure that your communications are getting where they need to go by verifying emails, phones and mailing addresses.

MERGE AND MATCHING RULES

Want more control over duplicates and merges? Create your own merge and matching rules designed specifically for your data.

LIGHTNING COMPONENT

Salesforce users can see duplicate records directly in Lightning on any object page layout.

IMPORT AND EXPORT

Leverage the import wizard to deduplicate, merge and append records while importing to Salesforce and export data from Salesforce.

MAINTAIN AND CLEANSE

Ensure that data quality and validity surpasses the competition. Standardize or normalize your data with our prebuilt transformation rules or create your own.

UNIFIED DASHBOARD

View your duplicates history in one intuitive, unified view. Configure easy-to-use modules to monitor insights most important to your organization.

TASK SCHEDULING

Set it and forget it. Automate merges, reports and much more using the built in Scheduler.

Enhance trust, foster meaningful relationships, deliver personalized experiences and streamline operations with reliable, actionable data.

Ready to learn more about how to
deliver clean data for education?

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FAQ

Why is clean data important for educational institutions?

Clean, accurate data is foundational across all areas of education — from admissions and enrollment to financial aid, student services, alumni relations, and institutional reporting. Reliable data streamlines student registration, enhances alumni engagement and fundraising, supports compliance and reporting, and improves budgeting and forecasting accuracy.

What typical data challenges do educational organizations face?

Education institutions often struggle with fragmented systems, data silos, and inconsistent or duplicate records. These issues make it difficult to maintain a single, accurate view of students, alumni, or donors across departments. DataGroomr helps resolve problems like duplicate student records, disconnected data across teams, and inconsistent stakeholder experiences.

How does DataGroomr support the student lifecycle and stakeholder communications?

DataGroomr helps institutions clean, consolidate, and validate data within Salesforce, ensuring that student, alumni, and donor records are accurate and unified. This supports personalized communications, targeted outreach for different stakeholder groups (students, parents, alumni, donors), and smoother collaboration between teams.

What features of DataGroomr are especially useful for education environments?

Key features include: 

  • Intelligent duplicate detection and merging across standard, custom, and even cross-object records in Salesforce. 
  • Email, phone, and address verification for improved communication accuracy. 
  • Import/export tools with customizable matching and merge rules. 
  • Automated scheduling for ongoing maintenance. 
  • Unified dashboards that visualize duplicate history and data-quality insights.
  • Machine learning–powered algorithms that reduce the need for manual rule-writing 

Can DataGroomr work with existing Salesforce setups in education institutions?

Absolutely. DataGroomr integrates seamlessly with Salesforce and appears directly in the Lightning UI. It supports both standard and custom objects, allowing users to identify and resolve duplicates directly from any record page. 

Is there a trial or demo available for education institutions?

Yes. DataGroomr offers a Free 14-Day Trial that requires no setup or customization. Institutions can also Book a Demo to explore how the platform fits their specific data environment and needs.

How does clean data improve alumni engagement and fundraising?

Clean, unified data enables personalized outreach and targeted campaigns. Institutions can avoid duplicate communications, maintain accurate giving histories, and deliver more timely, relevant appeals. As a result, data-driven institutions tend to see higher donation rates, stronger alumni participation, and better supporter retention.

What is the benefit of having a unified student record across touchpoints?

A unified record provides a complete view of each student or stakeholder throughout their journey: from inquiry and enrollment to graduation and alumni engagement. This consistency enhances experiences, supports coordinated communications across departments, and simplifies reporting and performance analysis.

Can DataGroomr’s matching and transformation rules be customized?

Yes. DataGroomr provides intelligent, pre-built matching rules, and it also lets you create and modify your own to suit your institution’s unique data structure, naming conventions, and deduplication logic.

What data maintenance and scheduling features are available?

DataGroomr includes automation and scheduling options that allow users to set up recurring deduplication and validation tasks to help you keep data clean without constant manual intervention. The unified dashboard provides visibility into data health and duplicate resolution history.

Does DataGroomr offer special pricing for educational organizations?

Yes. DataGroomr provides discounted pricing for nonprofit organizations, including educational institutions. It supports Salesforce Nonprofit Cloud and the Nonprofit Success Pack (NPSP) for seamless compatibility.

Can DataGroomr help maintain data integrity across multiple campuses or departments?

Yes. DataGroomr can unify and manage records from different campuses, departments, or systems, helping create a single source of truth across the institution. This is particularly valuable for multi-campus universities or organizations with separate alumni or fundraising offices.

How does DataGroomr enhance reporting and compliance?

Clean, consistent data supports more accurate institutional reporting, compliance with accreditation standards, and government or grant reporting requirements. With verified data, teams can generate reports faster and with greater confidence in their accuracy.

How easy is DataGroomr to use for non-technical staff?

DataGroomr is designed with usability in mind. Its intuitive interface and AI-driven recommendations make it accessible for both technical and non-technical users. Most institutions can start improving their data quality immediately—without requiring coding or complex configuration.