slate crm tutorial

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). However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. The intuitive interface and straightforward systems simplify training needs and empower users to confidently and quickly be … is a free platform for school counselors, independent counselors, and community-based organizations with a commitment to supporting and promoting access to education. Etc. 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. … To be successful, the candidate must have hands-on administration and configuration skills. 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. Serve as subject matter expert for Dynamics-based CRM user training. 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 advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. If the style sheets are shared, the form can take on the styling of the website. In these tutorials, we will cover topics such as Collections, Loops, Relationships in Salesforce. The Common and Coalition application information is fed into Slate where Admissions counselors then review and make decisions for admittance. We work with clients across industries including higher education, healthcare, and arts & non-profit. Queries.pdf. 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 CRM offers a calendar and registration tool for campus visits. This form also includes a limited main navigation bar. There is a wealth of sensitive information to be found within Slate and it must be handled with care. 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. 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. Slate Slate Training Guide 2017 . 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. Custom Visits, Information Sessions, one-on-one meetups locally or abroad, pizza parties before big on-campus events, etc. 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. Submit a list of faculty and staff who need access to Slate 1.1. Did they receive my mailing? Designed and developed exclusively for higher education admissions, Slate encompasses CRM, outreach, travel management, and online applications and reading. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Where can I find a list of my students? Login page: 2. Each user must submit a signed confidentiality and security agreement form 1.2. By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Maintaining and monitoring user access for Slate CRM. 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. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. Monthly insights delivered to your inbox. Tracki… Communication and processes are more effective. Salesforce is like a bucket of legos. Did they register for my event? Well, the answer has a lot to do with technology and a whole lot to do with people. Learn how we approach your challenges – dive into our higher education marketing blog. 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. Manage upgrades, handle critical user issues, and ensure high performance of Slate CRM software. Each month the Undergraduate Admissions Slate Leadership team will meet, discuss, and prioritize requests. Real Estate Media Education. Slate is a comprehensive CRM designed and developed exclusively for higher education admissions. The objective of these tutorials is to provide an in-depth understanding of the Salesforce CRM product. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. Our online SAP CRM course is prepared by industry experts and designed as per the present job market needs covering all the important concepts. 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.

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