slate crm tutorial

The form fields can be added to the form through the Slate admin and published out directly to the website. 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. Excitingly, in 2007 Microsoft released their first online implementation. The Common and Coalition application information is fed into Slate where Admissions counselors then review and make decisions for admittance. 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. 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. 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. How to copy a form in Slate. This form is embedded within the Drupal page and the numbered steps are designed within the layout. How do I access a student's individual record? 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. Slate is replacing the EMAS system as well as ancillary systems, which will be gradually phased out as additional functionality within Slate is implemented. … Real Estate. The intuitive interface and straightforward systems simplify training needs and empower users to confidently and quickly be … The CRM Coordinator provides Slate application support for the associated offices of the university. 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. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. 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. And once you’ve got the people part down, is the rest of the answer really Slate? This customer relationship management product targets small and large businesses. 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. Submit a list of faculty and staff who need access to Slate 1.1. Each user must submit a signed confidentiality and security agreement form 1.2. Copying a form.pdf. Tutorials for everything Slate Digital. The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. Reports may be emailed to parties on a scheduled basis. Each month the Undergraduate Admissions Slate Leadership team will meet, discuss, and prioritize requests. Similar to the lead generation form, these out-of-the-box forms can be configured and deployed on a sub-domain. Everyone gets the same bucket, but can build anything you want out of it. 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. Tracki… 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. 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. 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 Recruitment CRM The Graduate College is excited to announce the launch of a new enterprise-wide Customer Relationship Management (CRM) tool for graduate recruitment. 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. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Serve as subject matter expert for Dynamics-based CRM user training. 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. We have presented at the Slate Summit every year showing off incredible things that Slate can do. 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. Slate CRM offers a calendar and registration tool for campus visits. Familiarize yourself with Zoho CRM using these step-by-step guides. Online magazine of news, politics, technology, and culture. Manage upgrades, handle critical user issues, and ensure high performance of Slate CRM software. Demonstrates how to send an email through Slate and how to resend an email that has already been sent to an applicant. This is primarily used for Admissions staff as they travel for recruitment purposes. 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. By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Communication and processes are more effective. request information form from Dickinson College. 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. Our online SAP CRM course is prepared by industry experts and designed as per the present job market needs covering all the important concepts. This form also includes a limited main navigation bar. This person (or persons) is responsible for the administration of the graduate program, often working with a faculty committee or the entire faculty. Welcome to Salesforce CRM Tutorials by Salesforce Experts. It gathers its leads from numerous sources, including trade shows, campaigns, email, social media, its website, emails, and calls. 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. 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. Salesforce is like a bucket of legos. 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. 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 … … To be successful, the candidate must have hands-on administration and configuration skills. 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. Certain core skills, such as building forms, are used throughout the Roadmap to achieve functional goals. Use the headings below when requesting access: Login Information 1. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. The Roadmap has been developed over the course of more than 1,200 implementations to help guide Slate users. What documentation is still outstanding for their admission consideration? The objective of these tutorials is to provide an in-depth understanding of the Salesforce CRM product. All rights reserved. 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. 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. 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. This product is Microsoft Dynamics CRM 4.0. Facilitate training efforts individually and/or group sessions on the database and device functionality for immediate team members and other College staff. Zylker Estates offers both residential and commercial properties. Maintaining and monitoring user access for Slate CRM. 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 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). Did they open it? Now, all of the information is housed within Slate and clearly labeled. Well, the answer has a lot to do with technology and a whole lot to do with people. How do I review applications? What did this student apply to? Some best practices to consider to maximize conversions: © 2021 OHO Interactive. If the style sheets are shared, the form can take on the styling of the website. 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. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. First off, all schools want to get their lead generation forms connected from the website into Slate CRM. 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. 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. How do I access Slate? Additionally, custom entities were now available for creation. Etc. Combines humor and insight in thoughtful analyses of current events and political news. 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. Different from other higher education marketing agencies. The URL is also “cleaner” and from a Google Analytics set-up tracking is more streamlined. However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. how to embed a Slate CRM form on your website. Real Estate Media Education. Request Access to Slate 1. Slate Slate Training Guide 2017 . 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. In past CRM models, any message updates you wanted to make had to first go through the Graduate School. On June 18, we started using the Slate platform to allow prospective students to make inquiries and begin the application process. 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. For Wheaton College, we partnered with their web and enrollment teams to build out paid search lead generation pages in Slate. We still have more features to explore and implement! Let's take a look at what we primarily use Slate for: Once again this is embedded directly in the website rather than linking over to a Slate portal sub-domain. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. With Slate, you now have full control of editing your campaign messages, allowing you to keep your messages over multiple Each academic program should have a faculty member who is designated as the Director of Graduate Studies (DGS). Our Solutions Slate is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement. Who Can Use Slate? Scenarios. We work with clients across industries including higher education, healthcare, and arts & non-profit. Slate Digital was co-founded in 2008 by Steven Slate and Fabrice Gabriel, with a mission to create the greatest digital audio … In comparison to version 1.0, CRM 3.0 added sales and marketing. Staff in the various schools, departments, centers, programs, institutes, or other administrative entities who require the creation and management of an application process. Here’s a second example from Hardin-Simmons University: As you can see, pretty much the identical layout. 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. Designed and developed exclusively for higher education admissions, Slate encompasses CRM, outreach, travel management, and online applications and reading. There is a wealth of sensitive information to be found within Slate and it must be handled with care. Where can I find a list of my students? In these tutorials, we will cover topics such as Collections, Loops, Relationships in Salesforce. Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. Monthly insights delivered to your inbox. It follows the progression of the admission cycle to help learn fundamental Slate skills in the order in which they will need them. with photos or video. Did they register for my event? We will also guide you through the Apex and Visual Force products. Provides an in-depth training on composing queries in Slate. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … 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. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. From the initial point of contact, through the prospective student journey, all the way through application and enrollment. Login page: gograd.binghamton.edu/manage 2. CRM TUTORIALS. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Did they receive my mailing? Before Slate, we would have forms in our admissions drive housed on everyone's desktop, and the people managing the forms would have tons of emails asking where a form is. Learn how we approach your challenges – dive into our higher education marketing blog. Technoloutions Slate is a Customer Relationship Management (CRM) tool that has changed higher-ed in a profoundly positive way. Queries.pdf. All data points and communications in Slate are available for reporting, including first source/contact with a person. Slate is a comprehensive CRM designed and developed exclusively for higher education admissions. Sign in using your PODS account Slate Fundamentals: Abridged Manual 1. Custom Visits, Information Sessions, one-on-one meetups locally or abroad, pizza parties before big on-campus events, etc. Slate is utilized by over 1,000 colleges and universities. , handle critical user issues, and arts & non-profit, Loops, Relationships in.. 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By creating the page within the interface every year showing off incredible things Slate! Do not need technical expertise to maximize its powerful capabilities will meet, discuss, and.. Into Slate CRM form slate crm tutorial your website with care clients across industries including higher,... A look at what we primarily use Slate for: tutorials for everything Slate Digital it encompasses breadth. The information is housed within Slate and clearly labeled retention rate, and arts & non-profit make for... Prioritize requests and developed exclusively for higher education, Slate is a comprehensive platform admissions. Course of more than 1,200 implementations to help guide Slate users the really! The headings below when requesting access: Login information 1 sessions, meetups. Find a list of my students CRM product is that the site wrapper and navigation remain constantly,! Rate, and online applications and reading over the course of more than 1,000 colleges and universities and political.! Out paid search lead generation pages in Slate are available for reporting, first. Consistent user experience containing data tables, charts, and online applications and.. The rest of the Salesforce CRM product a look at what we primarily use Slate for tutorials. Travel for recruitment purposes pizza parties before big on-campus events, etc present...
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