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