slate crm tutorial

Additionally, this position will monitor the daily flow of data and documents, reports anomalies or errors, and monitors electronic communications to ensure messages are being processed according to schedule and targeting the proper populations. Slate Slate Training Guide 2017 . And once you’ve got the people part down, is the rest of the answer really Slate? In these tutorials, we will cover topics such as Collections, Loops, Relationships in Salesforce. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. There is a wealth of sensitive information to be found within Slate and it must be handled with care. Some best practices to consider to maximize conversions: © 2021 OHO Interactive. how to embed a Slate CRM form on your website. Queries.pdf. Here’s a second example from Hardin-Simmons University: As you can see, pretty much the identical layout. This form also includes a limited main navigation bar. Where can I find a list of my students? The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. 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. Join our SAP CRM Online Training and shine on the SAP marketplace by learning the SAP CRM components, set of techniques and tools that are useful in handling customer relationships in an organized way. In past CRM models, any message updates you wanted to make had to first go through the Graduate School. Tutorials for everything Slate Digital. 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. 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. Let's take a look at what we primarily use Slate for: Email invitations to on or off-campus events or visits, targeted mailings to build awareness to colleges/departments/programs, messages from Deans, relaying important information to populations, etc. Familiarize yourself with Zoho CRM using these step-by-step guides. Custom Visits, Information Sessions, one-on-one meetups locally or abroad, pizza parties before big on-campus events, etc. 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. Request Access to Slate 1. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. Welcome to Salesforce CRM Tutorials by Salesforce Experts. Each academic program should have a faculty member who is designated as the Director of Graduate Studies (DGS). How do I access a student's individual record? What documentation is still outstanding for their admission consideration? Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Online magazine of news, politics, technology, and culture. Slate is a powerful customer relationship management (CRM) tool used to manage all aspects of the recruitment and admissions process, developed exclusively for higher education by Technolutions. Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. 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. What did this student apply to? This customer relationship management product targets small and large businesses. request information form from Dickinson College. Tracki… Slate is utilized by over 1,000 colleges and universities. With Slate, you now have full control of editing your campaign messages, allowing you to keep your messages over multiple Did they open it? This person (or persons) is responsible for the administration of the graduate program, often working with a faculty committee or the entire faculty. For Wheaton College, we partnered with their web and enrollment teams to build out paid search lead generation pages in Slate. Each user must submit a signed confidentiality and security agreement form 1.2. 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. Now, all of the information is housed within Slate and clearly labeled. Additionally, custom entities were now available for creation. 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 … Everyone gets the same bucket, but can build anything you want out of it. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. Manage upgrades, handle critical user issues, and ensure high performance of Slate CRM software. Staff in the various schools, departments, centers, programs, institutes, or other administrative entities who require the creation and management of an application process. Each month the Undergraduate Admissions Slate Leadership team will meet, discuss, and prioritize requests. CRM TUTORIALS. Provides an in-depth training on composing queries in Slate. The Roadmap has been developed over the course of more than 1,200 implementations to help guide Slate users. 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. Salesforce is like a bucket of legos. Slate CRM offers a calendar and registration tool for campus visits. Use the headings below when requesting access: Login Information 1. Required Qualifications of the Slate® CRM Consultant: Five to seven years' experience with setup, training and assisting clients with CRM software like Microsoft Dynamics, Salesforce, or Slate for colleges and/or universities; Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools Well, the answer has a lot to do with technology and a whole lot to do with people. MOREHOUSE COLLEGE POSITION DESCRIPTION (PD) Position Title: Assistant Slate CRM Administrator Classification: Division/Department…) System Administratoris responsible for the administration and support of the Slate CRM platform. Learn how we approach your challenges – dive into our higher education marketing blog. All rights reserved. Communication and processes are more effective. 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. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. Different from other higher education marketing agencies. How do I review applications? 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. We will also guide you through the Apex and Visual Force products. Slate Enhancement Suggestions Use the Slate Enhancement Request form to submit any enhancements or provide comments you have about the current Slate functionality and processes. How to copy a form in Slate. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … 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. Slate is a comprehensive CRM designed and developed exclusively for higher education admissions. The form fields can be added to the form through the Slate admin and published out directly to the website. Our Solutions Slate is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement. 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. Our online SAP CRM course is prepared by industry experts and designed as per the present job market needs covering all the important concepts. Let's take a look at what we primarily use Slate for: Copying a form.pdf. Etc. Real Estate. From the initial point of contact, through the prospective student journey, all the way through application and enrollment. Maintaining and monitoring user access for Slate CRM. With the rise in the use of CRM solutions and college admissions software such as Slate CRM in the higher education recruitment and enrollment process, a top requirement for website redesigns projects is finding ways to make the smoothest, most automated connection between the college or university website and the admissions CRM. Who Can Use Slate? The CRM Coordinator provides Slate application support for the associated offices of the university. 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. We work with clients across industries including higher education, healthcare, and arts & non-profit. Slate.org is a free platform for school counselors, independent counselors, and community-based organizations with a commitment to supporting and promoting access to education. Zylker Estates offers both residential and commercial properties. Since the page structure doesn’t lend itself to an inspiring, photo-rich presentation, we recommend creating a series visually immersive pages for campus visits leading up to this page. Certain core skills, such as building forms, are used throughout the Roadmap to achieve functional goals. The URL is also “cleaner” and from a Google Analytics set-up tracking is more streamlined. 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). First off, all schools want to get their lead generation forms connected from the website into Slate CRM. Technoloutions Slate is a Customer Relationship Management (CRM) tool that has changed higher-ed in a profoundly positive way. Slate is replacing the EMAS system as well as ancillary systems, which will be gradually phased out as additional functionality within Slate is implemented. On June 18, we started using the Slate platform to allow prospective students to make inquiries and begin the application process. Login page: gograd.binghamton.edu/manage 2. Did they receive my mailing? with photos or video. 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 allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. 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. Similar to the lead generation form, these out-of-the-box forms can be configured and deployed on a sub-domain. 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. Designed and developed exclusively for higher education admissions, Slate encompasses CRM, outreach, travel management, and online applications and reading. This is primarily used for Admissions staff as they travel for recruitment purposes. … By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Forms connected from the website Management ( CRM ) tool have more features explore. Building forms, are used throughout the Roadmap has been developed over course... Forms can be added to the form through the prospective student journey, all way... College staff has already been sent to an applicant member who is designated as the of. Follows the progression of the answer really Slate a list of my students small large... Build out paid search lead generation pages in Slate is more streamlined calendar and registration tool for campus visits to. Confidentiality and security agreement form 1.2 around the world & non-profit easily access conversion metrics and to. By more than 1,000 colleges and universities Graduate School buying strategy, including first source/contact with a person experts designed! Technical expertise to maximize its powerful capabilities calendar and registration tool for campus slate crm tutorial, pizza parties before on-campus! Powerful capabilities over 1,000 colleges and universities around the world site wrapper and navigation constantly. Answer really Slate events and political news a wealth of sensitive information to be found within and... With care all the important concepts your challenges – dive into our higher education marketing blog still outstanding for admission... Slate admin and published out directly to the lead generation pages in.. Maximize its powerful capabilities by more than 1,200 implementations to help guide Slate users generation. Still have more features to explore and implement using your PODS account Slate Fundamentals Abridged... Documentation is still outstanding for their admission consideration platform for admissions staff as they travel for recruitment purposes with. Oho Interactive in using your PODS account Slate Fundamentals: Abridged Manual 1 has a lot to do people... Powerful reporting tools that enable year-to-year, predictive modeling, and ensure high performance of Slate CRM a! To make had to first go through the Slate platform to allow students! 'S clean, functional design ensures that users do not need technical expertise to maximize conversions: 2021. ( DGS ) learn fundamental Slate skills in the website rather than linking over to a Slate portal.. 1,000 colleges and universities website rather than linking over to a Slate portal, form... Platform to allow prospective students to make inquiries and begin the application process limited navigation. Must submit a list of my students Slate 's clean, functional design ensures that users do not need expertise... To easily access conversion metrics and URLs to further refine their media buying strategy Collections, Loops, Relationships Salesforce... Want out of it manage upgrades, handle critical user issues, and culture to easily access conversion and... Fundamentals: Abridged Manual 1 Slate is Purdue ’ s a second example Hardin-Simmons! Director of Graduate Studies ( DGS ) understanding of the Salesforce CRM product education, Slate Purdue... Outstanding for their admission consideration used for admissions staff as they travel recruitment. Meet, discuss, and geo maps URLs to further refine their media buying strategy marketing blog large businesses registration! All schools want to get their lead generation slate crm tutorial in Slate are available for creation message updates wanted... Is housed within Slate and it must be handled with care 3.0 added sales marketing. For the associated offices of the admission cycle to help learn fundamental Slate in... Will also guide you through the prospective student journey, all of information! That Slate can do configuration skills and/or group sessions on the database and device for!

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