slate crm implementation

Melissa Goodwin, Pete Lien, Mary Ellen Brewick, Administrative planning and setup (strategy, guidelines, forms, etc. Explore now. Different from other higher education marketing agencies. Deliverables: Design/Implement CRM Fields ; Build/Configure Data Loads (import/export) Build/Configure Forms, Events and Business Logic within Slate (Inquiry, Visits, Friday's at the Fort, Territory Assignment, etc.) Check out our case studies: University of Texas, Arlington - CRM Selection With Achievable Expectations; University of La Verne - Slate CRM Implementation Once again this is embedded directly in the website rather than linking over to a Slate portal sub-domain. And once you’ve got the people part down, is the rest of the answer really Slate? As we look to expand communications across additional units, it will allow us to provide the same level of high-touch communication across the campus, ensuring the best customer service and experience possible. Right now you have to go to the Reports Tab, find the report template and run it. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Sending and Resending an Email from Slate.pdf Documents the process if a student wishes to defer (or take a gap year) their round or entry term or change their degree program. with photos or video. Purpose: Satisfy CRM requirements of the Admissions and Alumni offices with enterprise-wide compatible system. Case Study: Slate CRM Implementation. Candidates should be comfortable with the technical aspects of the position including implementing the Slate CRM utilizing Technolutions' best practices, as well as providing hands-on support for clients. Monthly insights delivered to your inbox. The URL is also “cleaner” and from a Google Analytics set-up tracking is more streamlined. ). Read about Title IX. Additionally, we are seeking further data analytics to provide trending and deeper insights into behaviors throughout the students and families decision process. Helping to ensure U of I is a safe and engaging place for students to learn and be successful. Slate is a Customer Relationship Management (CRM) tool that allows OSU and it's colleges to manage prospective student information, like contact information, accounts and leads in one location. Information about implementing U of I's new enrollment CRM, Slate. By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Here’s a second example from Hardin-Simmons University: As you can see, pretty much the identical layout. All rights reserved. We’ve taken three different approaches with prospective student request information forms: Below is an example of a basic prospective student request information form from Dickinson College generated by Slate CRM. Some best practices to consider to maximize conversions: © 2020 OHO Interactive. The purpose of the project is to implement Slate as the comprehensive admissions system for undergraduate admissions and the graduate school. Discover which questions to ask to help you more efficiently and effectively implement Slate CRM at your college or university. OHO Interactive is a digital marketing agency specializing in user research, higher education websites, CMS development, content strategy, and digital marketing for enrollment marketing and overall education marketing. Here are some of the best customer relationship management examples that delve important customer interactions. Enrollment Management - Math/Comp Placement Automation Slate CRM Implementation: Request Information & Lead Generation Forms First off, all schools want to get their lead generation forms connected from the website into Slate CRM. Strong organizational, communication and problem-solving skills are preferred. Slate is a Customer Relationship Management (CRM) tool that allows you to store and manage prospective student information, like contact information, accounts and leads in one location and streamline the whole process — from initial point of contact and advertising through application and enrollment. If the style sheets are shared, the form can take on the styling of the website. Room 137 Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … In general, this is a reasonable pace to expect. Supporting the configuration and implementation of the newly purchased Admission CRM, Slate. Online magazine of news, politics, technology, and culture. With over 85% of prospective students ranking the website as the top research tool during a school search, a critical part of any website project is connecting prospects with admissions counselors — by means of request information forms, campus visit forms, and admission microsites. Here’s an example of the experience from Bryant University: The layout is pretty structured and there isn’t much opportunity to inspire prospects to come to campus. However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. This form is embedded within the Drupal page and the numbered steps are designed within the layout. Here are more examples of the linked implementation of Slate CRM request information forms: For Holy Cross, we used the request information form that is generated by Slate CRM above, however we embedded the request information form directly into the main website page through the content management system — in this case Drupal. We have a fair amount to say on this topic, as you might imagine. Let’s dive into the various methods of integrating Slate CRM functionality into your website — these are examples that are being used with a wide range of CMS solutions including Drupal and WordPress. © 2020 University of Idaho All Rights Reserved. Update: We are updating our application system to upgrade your experience the system will be offline starting December 5 and will reopen shortly thereafter. How will Slate assist with our recruitment goals? Combines humor and insight in thoughtful analyses of current events and political news. From the initial point of contact, through the prospective student journey, all the way through application and enrollment. Check dates. Enrollment Management - Admission CRM (Slate) Implementation. The form fields can be added to the form through the Slate admin and published out directly to the website. Enrollment CRM Slate Implementation CRM tools focus on the need to identify and communicate with prospective students who consider, apply to, and enroll at Boston College. By "owning" our data and trusting in the automated system from beginning to end, we've eliminated extraneous processes and unlocked meaningful information. Bruce Pitman Center Technology Support Services Statistics If the project timeframe permits, a good strategy is to have Slate Captains focus their efforts on at least one Roadmap box per week. Supporting the implementation of the new CRM for Advancement. Implementation and deployment of Slate/Technolutions. The downside of this implementation is that if the main navigation changes on the main school site, the form navigation needs to be separately updated. Advancement - Advancement CRM (Raiser's Edge and Financial Edge) Implementation. How To: If you want to learn more about the technical process of configuring and deploying Slate forms, the University of Colorado has a single-page tutorial that covers how to embed a Slate CRM form on your website. U of I's web-based retention and advising tool provides an efficient way to guide and support students on their road to graduation. It’s important to think about how to increase conversion within the website from lead generation forms — it’s not enough to just put up the college admission CRM forms on your higher education website. how to embed a Slate CRM form on your website. Using the out-of-the box features in Slate helps to make the process of collecting information from web forms and populating the information in the CRM seamless. Intead Plus members have access to our Essential Guide to Academic CRM’s – a terrific and streamlined CRM implementation guide with a heavy focus on the people part. Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … Slate is designed to streamline all aspects of the application review process. and CHARLOTTE, N.C. (PRWEB) September 21, 2020 PlatformQ Education, the leading developer of virtual engagement strategies and software and Underscore, the world’s first Slate Platinum Preferred Partner, announce a strategic partnership to provide data and reporting integration support, powered by Underscore, to institutions leveraging the Conduit virtual … First off, all schools want to get their lead generation forms connected from the website into Slate CRM. Slate will replace Emas pro and banner applications to provide one integrated system for all recruitment, events, reporting, and application processing for undergraduate admissions and the graduate school. U of I uses the Slate CRM to manage data, interactions between recruitment and advising teams and their student populations, manage direct marketing campaigns and application processing, organize events, and run reports. This extra work is the reason most schools opt for a more simplified navigation bar without all of the navigation choices (such as Dickinson has done). Announcing Slate Implementation for Admissions Offices October 24, 2018 The Office of Undergraduate Admission and the Graduate School, together with IT, are implementing a new system called Slate to streamline the admission process for incoming students. Moscow, ID 83844. The Slate CRM fundamentally allow us to personalize and automate much of our communication with prospective students. The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. Here’s another example of an embedded lead generation form on the Bryant University Admission site, but the design has been modified to make the form less overwhelming. The Slate Reader centralizes all the materials necessary for the entire review process. ), Technical planning and setup (integrations, etc. • Initiated requested projects in Zoho for SLATE CRM Implementation, GitLab Code Repository Expansion, Electronic I9 System Implementation, and Emergency Alert Replacement System. How will Slate help our prospective students and families? Slate CRM Implementation. Slate is a Customer Relationship Management (CRM) tool that allows you to store and manage prospective student information, like contact information, accounts and leads in one location and streamline the whole process — from initial point of contact and advertising through application … Slate Implementation Oct 2017 - Mar 2018 Was a key project member for the development, roll out and support of the Slate (CRM) solution at Albertus Magnus College. For Wheaton College, we partnered with their web and enrollment teams to build out paid search lead generation pages in Slate. Directs activities related to the development, maintenance, and enhancement of current university academic and financial systems, with a focus on enrollment management and the Slate CRM implementation. Learn about how knowing the who, what, when, where and why of your institution's higher ed enrollment marketing efforts can make the how of your implementation more successful. How does U of I use Slate to recruit students? Supporting the implementation of Slate for Admissions. Using the out-of-the box features in Slate helps to make the process of collecting information from web forms and populating the information in the CRM seamless. The CRM cleared the slate for us, exposing weaknesses and overlap in our existing systems and forcing us to review a 20-year old data model. Admission CRM - Slate - Implementation . Initially, this service was to revitalize the their incumbent CRM as part of the Enrollment Improvement Initiative (EII) of which SIG served as a permanent member for the duration of the project. Published on November 24, 2019 Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. Provides project management and business analysis for all facets of university student system projects. Get a Quote. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. 709 Deakin Avenue By streamlining the process for students and ensuring continuity of services as they are communicated with by various units across campus – from Strategic Enrollment Management (SEM) to University Communications and Marketing (UCM) to college advisors and faculty. This form also includes a limited main navigation bar. Login to VandalStar. Also shows how to bcc Slate so that an email sent through Outlook is added to a student record. Learn how we approach your challenges – dive into our higher education marketing blog. Slate Implementation on Your Campus Precisely–and Quickly You might also like: Texting in Admissions with Technolutions Slate If you’ve been in the world of enrollment management for more than, well, about five minutes, you’re probably aware that texting is a key communications platform for prospective students. Implementation Pace. request information form from Dickinson College. MS 4259 5 Tips for Successful College Landing Pages, 10 Higher Ed Website Personalization Ideas &, 9 Higher Ed Digital Marketing Objectives for 2020, 3 Pillars of a Successful Higher Education Content Strategy, 7 Key Steps To Preparing for a College or University Website Redesign, digital marketing for enrollment marketing and overall education marketing. The largest Vandal Family reunion of the year. With SIG’s help, some institutions have accelerated their implementation timeline from 18 months to just five months. View our extensive list of services which include rapid implementation, build out of modules, portal construction, data integrations, automation, microsite landing pages, and various other services around the Slate CRM, then contact us for a quote. Slate Implementation Strategies Follow Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. For a great example, check out Saint Martin’s University — their site includes a visually rich landing page that really sells the school before sending the prospect over to the campus visit registration form. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … Learn how we approach your challenges – dive into our higher education, healthcare, and arts &.... Across industries including higher education, healthcare, and alumni/advancement much of our communication with prospective students will... Are slate crm implementation of the website into Slate CRM at your college or university ’ s help, institutions. Satisfy CRM requirements of the best customer relationship management examples that delve important customer.. Center 709 Deakin Avenue Room 137 Moscow, ID 83844 search lead generation pages in Slate able surface..., forms, etc kickoff was held connected from the initial point of contact, through the prospective student,. Graduate school on dashboard how we approach your challenges – dive into our higher education, healthcare and. Surface analytics about the page within the Slate Reader centralizes all the materials necessary for the review... The materials necessary for the entire review process `` button ( s ) '' dashboard. Your application prior to December 5 you will need to start a application. ( integrations, etc off, all the way through application and enrollment management, student success, arts! Initial point of contact, through the Slate CRM offers a calendar and registration tool for visits. On dashboard not need technical expertise to maximize conversions: © 2020 OHO Interactive dive into our higher education healthcare. 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