Consolidated Data that Drives Insight

Education organizations work with a broad set of constituents and capture extensive data. Excel spreadsheets, manual processes, siloed databases, and disconnected legacy systems waste staff time and hamper your ability to adapt and grow based on results data. Our solutions are tailored to your specific programs and services, and they leverage our best practice frameworks, such as our Solution Accelerators. These Accelerators represent common education data management needs in Salesforce including: tracking attendance, enrollment, four-year plans, college lists, report card data, and more. You get a proven solution, a better user experience, and a more cost-effective implementation. Your staff also benefit from fast, easy access to all your data insights, in the office and in all your locations.

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  • Manage student, teacher, and constituent data
  • Build a stakeholder database
  • Measure program participation and engagement
  • Manage risks and interventions
  • Track performance data such as grades and test scores
  • Manage email, SMS, and live communications
  • Keep track of alumni
  • Automate application processes
  • Support college to career pipelines
  • Track mentor, volunteer, and advocate engagement
  • Create online communities
  • Connect with fundraising, communications, and LMS systems
  • Evaluate results and outcomes


  • College Access & Success
  • Charter & Independent Schools
  • Education Reform Organizations
  • Afterschool & Out of School Programs
  • Academic Support Organizations
  • Teacher, Administrative, & Staff Support Organizations
  • Policy Organizations



We have built solutions that grow with your organization as you evolve and adapt. Case in point, we’ve worked with the KIPP Foundation for over 5 years as they’ve almost doubled from 99 to 183 schools.

Photo Credit: A Reading Partners student works with a community volunteer to improve his literacy skills.

Services for all Stages and Sizes

Whether you are a small local program or a national organization that’s helping students across the country, we adapt our services to you. We have expertise across the Education Sector to guide you in all steps in your journey: from your initial technology strategy to implementation and ongoing support.


Organizations that start with a strategic foundation for their technology are more successful in choosing, adopting, and maintaining their crucial systems. Our whole organization philosophy ensures that we look at your organization’s needs holistically. Examples of projects include: System Assessments, Technology Roadmaps, and Collaborative System Planning.


The most effective solutions are tailored to the unique aspects of your organization. We focus on business process analysis to understand your mission, your outcomes and results objectives, and the way your staff works. We develop a solution specific to these attributes. Planning engagements create blueprints for your system that are as singular as your organization.


Whether you require a small tune-up for your existing Salesforce solution or a completely new enterprise-scale implementation, our team consists of the right resources. Consultants, solution architects, data migration specialists, and software developers provide you solutions consisting of all facets of Salesforce technology, including configuration, code, and app integrations. Our staff hold over 26 Salesforce certifications.


You might be looking for regular guidance in managing your Salesforce system - or you might only need occasional help updating complex configuration. Our support plans provide all levels of service depending on your needs. As compared to other Salesforce support plans, our customer success managers have broad experience working with nonprofit organizations, both as consultants and employees.


Reach out today to discuss how your organization can reduce manual work and get a full picture of your impact.

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Education Client Success

With over 100 Education clients, we’ve created a wide variety of solutions to enable organizational processes from fundraising to application management to student data tracking to analyzing college persistence. Check out our experience below!

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Education Practice Team

Kathy Dunne

Education Practice Lead

Kathy leads our Education Practice, and provides the solution architecture for all our education projects. With more than 15 years of experience as a business analyst and project manager in the nonprofit sector, Kathy is familiar with the technology challenges facing education organizations. Before joining Exponent Partners, Kathy had a long career in PBS’ education more ›

Kristi Phillips

Education Account Manager

Kristi Phillips serves as the account manager for our Education Practice. Before Exponent Partners, Kristi worked at Teach For All, where she served as their Director of Data Management. There, she supported 30+ international organizations with their design, configuration, and implementation of Salesforce. Before Teach For All, Kristi was at Education Pioneers… read more ›

Education Resources

6 Ways To Build Capacity at your Education Organization

Wondering how Salesforce can help you? Learn from 6 different education organizations how they’ve leveraged Salesforce and Exponent Partners solutions to better manage data.

Using Data to Deliver Better Education Programs

What impact are you having? Which programs are working? Hear how Springboard Collaborative uses an Exponent Partners Salesforce solution to deliver better programs and services.

Texting for Change: Reaching Students

Considering ways to better engage your students? Texting can be automated with Salesforce integration. Read more about our clients experience using texting for social change.

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