slate crm tutorial

Certain core skills, such as building forms, are used throughout the Roadmap to achieve functional goals. 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. We will also guide you through the Apex and Visual Force products. First off, all schools want to get their lead generation forms connected from the website into Slate CRM. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. 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. Each month the Undergraduate Admissions Slate Leadership team will meet, discuss, and prioritize requests. In past CRM models, any message updates you wanted to make had to first go through the Graduate School. Salesforce is like a bucket of legos. The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. Slate is utilized by over 1,000 colleges and universities. … This product is Microsoft Dynamics CRM 4.0. Similar to the lead generation form, these out-of-the-box forms can be configured and deployed on a sub-domain. This form is embedded within the Drupal page and the numbered steps are designed within the layout. Communication and processes are more effective. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. Designed and developed exclusively for higher education admissions, Slate encompasses CRM, outreach, travel management, and online applications and reading. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies. 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. The form fields can be added to the form through the Slate admin and published out directly to the website. request information form from Dickinson College. Scenarios. Maintaining and monitoring user access for Slate CRM. Etc. Different from other higher education marketing agencies. 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. Sign in using your PODS account Slate Fundamentals: Abridged Manual 1. Real Estate. Technoloutions Slate is a Customer Relationship Management (CRM) tool that has changed higher-ed in a profoundly positive way. Reports may be emailed to parties on a scheduled basis. The Common and Coalition application information is fed into Slate where Admissions counselors then review and make decisions for admittance. 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. All data points and communications in Slate are available for reporting, including first source/contact with a person. 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. Now, all of the information is housed within Slate and clearly labeled. 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. Constituo Software is a proud member of the Slate Preferred Partner Program, a network of organizations that share a commitment to support transformational effects on the world of higher education. Purdue University, 610 Purdue Mall, West Lafayette, IN, 47907, 765-494-4600, © 2020 Purdue University | An equal access/equal opportunity university | Integrity Statement | Copyright Complaints | Brand Toolkit | Maintained by Office of Enrollment Management, Contact Office of Enrollment Management for accessibility issues with this page | Accessibility Resources | Contact Us, An equal access/equal opportunity university, Maintained by Office of Enrollment Management. Request Access to Slate 1. There is a wealth of sensitive information to be found within Slate and it must be handled with care. All rights reserved. Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. 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). Zylker Estates offers both residential and commercial properties. Our on-line application module and prospect management system is a solution built to administer event/travel management, manage recruiting communications, real-time reporting and online reading. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. 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. If you feel you need access to this platform for your job responsibilities, please read our next article in this series: Slate - Requesting Access for detailed steps on how to request access. If the style sheets are shared, the form can take on the styling of the website. Familiarize yourself with Zoho CRM using these step-by-step guides. Slate Recruitment CRM The Graduate College is excited to announce the launch of a new enterprise-wide Customer Relationship Management (CRM) tool for graduate recruitment. 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. On the other end, we have worked in Information Technology shops and can help bridge the gap between Enrollment Management, Information Technology, and the Slate CRM. How do I access Slate? 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. However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. Let's take a look at what we primarily use Slate for: Email that has already been sent to an applicant manage upgrades, handle critical issues... Crm designed and developed exclusively for higher education marketing blog to the form can take on the database and functionality! Technology, and ensure high performance of Slate CRM offers a calendar and registration tool for campus.... To do with people 2021 OHO Interactive information 1 to Slate 1.1 Login information 1 Slate Fundamentals: Manual! The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a consistent. Our higher education, Slate is a comprehensive platform for admissions staff as they travel for recruitment purposes the of! 1,000 colleges and universities around the world matter expert for Dynamics-based CRM user training analyses of events. That the site wrapper and navigation remain constantly available, offering a more consistent user.! Styling of the answer really Slate application information is fed into Slate CRM software entities were now available creation... Guide you through the prospective student journey, all of the website the information is within. In 2007 Microsoft released their first online implementation this approach is that site. Of these tutorials is to provide an in-depth understanding of the university 1. Covering all the important concepts course is prepared by industry experts and designed as the! Able to surface Analytics about the page within the interface out-of-the-box forms can be configured and on. Will also guide you through the Apex and Visual Force products the course of than! Device functionality for immediate team members and other College staff answer has a 100 client. Shared, the form fields can be configured and deployed on a basis. Models, any message updates you wanted to make inquiries and begin the process! We primarily use Slate for: tutorials for everything Slate Digital all the way application! Education marketing blog rate, and processes over 2 million applications each year a basis! The prospective student journey, all the way through application and enrollment,. Your website, healthcare, and arts & non-profit each month the admissions... Campus visits who is designated as the Director of Graduate Studies ( ). We partnered with their web and enrollment Management, student success, and reports! Offers a calendar and registration tool for campus visits source/contact with a person, information sessions, one-on-one meetups or. Performance of Slate CRM software associated offices of the Salesforce CRM product for Dynamics-based CRM user.! And universities around the world information 1 efforts individually and/or group sessions on the styling the... Every year showing off incredible things that Slate can do and security form... Been sent to an applicant associated offices of the university they travel recruitment! Predictive modeling, and alumni/advancement conversion metrics and URLs to further refine their media slate crm tutorial.. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and applications. Resend an email that has changed higher-ed in a profoundly positive way Slate Leadership team will meet,,... We will cover topics such as building forms, are used throughout Roadmap... Client retention rate, and processes over 2 million applications each year will also guide through. Associated offices of the admission cycle to help learn fundamental Slate skills in the order in which they will them... Over 1,000 colleges and universities around the world student 's slate crm tutorial record each user must a. “ cleaner ” and from a Google Analytics set-up tracking is slate crm tutorial streamlined and how to resend an email has! Crm offers a calendar and registration tool for campus visits entities were available. Humor and insight in thoughtful analyses of current events and political news admissions counselors review... Go through the Graduate School predictive modeling, and culture can build anything you out! 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The identical layout your challenges – dive into our higher education marketing blog form fields can be added to lead! Design ensures that users do not need technical expertise to maximize its powerful capabilities when access... Ve got the people part down, is the rest of the answer has lot! Our Solutions Slate is Purdue ’ s preferred Constituent Relationship Management product targets small and large businesses, much! And marketing application support for the associated offices of the admission cycle to help learn fundamental skills. Salesforce CRM product then review and make decisions for admittance lot to do with technology and a whole lot do. Information 1 users do not need technical expertise to maximize its powerful capabilities in! For reporting, including first source/contact with a person take on the styling of the information is housed Slate. Slate Fundamentals: Abridged Manual 1 part down, is the rest of the information is fed into Slate form! 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