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The CRM cleared the slate for us, exposing weaknesses and overlap in our existing systems and forcing us to review a 20-year old data model. Enrollment Management - Math/Comp Placement Automation Check dates. Enrollment Management - Admission CRM (Slate) Implementation. In general, this is a reasonable pace to expect. Helping to ensure U of I is a safe and engaging place for students to learn and be successful. 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. Supporting the implementation of the new CRM for Advancement. Some boxes will require more time and some will require less. Enrollment CRM Slate Implementation CRM tools focus on the need to identify and communicate with prospective students who consider, apply to, and enroll at Boston College. and CHARLOTTE, N.C. (PRWEB) September 21, 2020 PlatformQ Education, the leading developer of virtual engagement strategies and software and Underscore, the world’s first Slate Platinum Preferred Partner, announce a strategic partnership to provide data and reporting integration support, powered by Underscore, to institutions leveraging the Conduit virtual … Right now you have to go to the Reports Tab, find the report template and run it. Supporting the implementation of Slate for Admissions. The Slate Reader centralizes all the materials necessary for the entire review process. Title: Implementation Coordinator Division: Implementation & Training Reporting Relationship: Reports directly to Director of Slate Implementation & Training Summary: Highly organized and driven professional to provide support to the Implementation & Training division members. Experience University of Idaho with a virtual tour. 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 advertising through application … Moscow, ID 83844. With SIG’s help, some institutions have accelerated their implementation timeline from 18 months to just five months. Timing: Fall 2020 and Current Status: Project Information: Feb 11, 2020 - Draft Plan/Schedule Feb 19, 2020 - Initial Requirements and comparison of enterprise CRM solutions Mar 25 - 31, 2020 - Enterprise CRM solution demos ( conducted Mar 25 - 31 ) reviews All rights reserved. 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. how to embed a Slate CRM form on your 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. The largest Vandal Family reunion of the year. 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. Check out our case studies: University of Texas, Arlington - CRM Selection With Achievable Expectations; University of La Verne - Slate CRM Implementation Quick access to report "button(s)" on dashboard. 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. The purpose of the project is to implement Slate as the comprehensive admissions system for undergraduate admissions and the graduate school. Learn how we approach your challenges – dive into our higher education marketing blog. By "owning" our data and trusting in the automated system from beginning to end, we've eliminated extraneous processes and unlocked meaningful information. Additionally, we are seeking further data analytics to provide trending and deeper insights into behaviors throughout the students and families decision process. ), Technical planning and setup (integrations, etc. 1. And once you’ve got the people part down, is the rest of the answer really Slate? The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. First off, all schools want to get their lead generation forms connected from the website into Slate CRM. Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … Advancement - Advancement CRM (Raiser's Edge and Financial Edge) Implementation. Supporting the configuration and implementation of the newly purchased Admission CRM, Slate. This form is embedded within the Drupal page and the numbered steps are designed within the layout. Get a Quote. For Wheaton College, we partnered with their web and enrollment teams to build out paid search lead generation pages in Slate. Implementation Pace. The form fields can be added to the form through the Slate admin and published out directly to the website. ). By streamlining the process for students and ensuring continuity of services as they are communicated with by various units across campus – from Strategic Enrollment Management (SEM) to University Communications and Marketing (UCM) to college advisors and faculty. 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. 709 Deakin Avenue This form also includes a limited main navigation bar. Combines humor and insight in thoughtful analyses of current events and political news. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. Sending and Resending an Email from Slate.pdf Documents the process if a student wishes to defer (or take a gap year) their round or entry term or change their degree program. Information about implementing U of I's new enrollment CRM, Slate. How does U of I use Slate to recruit students? MS 4259 Slate CRM Implementation. Admission CRM - Slate - Implementation . Cardinal • Cardinal Human Capital Management project interface kickoff was held. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Room 137 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. with photos or video. Slate CRM offers a calendar and registration tool for campus visits. 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. 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. NEEDHAM, Mass. Melissa Goodwin, Pete Lien, Mary Ellen Brewick, Administrative planning and setup (strategy, guidelines, forms, etc. 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 advertising through application and enrollment. Monthly insights delivered to your inbox. Here’s a second example from Hardin-Simmons University: As you can see, pretty much the identical layout. Purpose: Satisfy CRM requirements of the Admissions and Alumni offices with enterprise-wide compatible system. • Initiated requested projects in Zoho for SLATE CRM Implementation, GitLab Code Repository Expansion, Electronic I9 System Implementation, and Emergency Alert Replacement System. Directs activities related to the development, maintenance, and enhancement of current university academic and financial systems, with a focus on enrollment management and the Slate CRM implementation. Similar to the lead generation form, these out-of-the-box forms can be configured and deployed on a sub-domain. The Slate CRM fundamentally allow us to personalize and automate much of our communication with prospective students. Update: We are updating our application system to upgrade your experience the system will be offline starting December 5 and will reopen shortly thereafter. 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. Once again this is embedded directly in the website rather than linking over to a Slate portal sub-domain. Candidates should be comfortable with the technical aspects of the position including implementing the Slate CRM utilizing Technolutions' best practices, as well as providing hands-on support for clients. 8 Examples of innovative marketing and customer relationship management (CRM) In order to improve customer relationships, you need to focus on each and every interaction made by customers with your brand. Our Solutions Slate is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement. How will Slate help our prospective students and families? Initially, this service was to revitalize the their incumbent CRM as part of the Enrollment Improvement Initiative (EII) of which SIG served as a permanent member for the duration of the project. Login to VandalStar. Different from other higher education marketing agencies. U of I uses the Slate CRM to manage data, interactions between recruitment and advising teams and their student populations, manage direct marketing campaigns and application processing, organize events, and run reports. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Slate will replace Emas pro and banner applications to provide one integrated system for all recruitment, events, reporting, and application processing for undergraduate admissions and the graduate school. Moscow, ID 83844, 875 Perimeter Drive 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 Implementation Oct 2017 - Mar 2018 Was a key project member for the development, roll out and support of the Slate (CRM) solution at Albertus Magnus College. Bruce Pitman Center Discover which questions to ask to help you more efficiently and effectively implement Slate CRM at your college or university. 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. From the initial point of contact, through the prospective student journey, all the way through application and enrollment. The URL is also “cleaner” and from a Google Analytics set-up tracking is more streamlined. You may determine which documents are viewable based on a reviewer’s role, as well as the order in which they are displayed. Explore now. 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. If the project timeframe permits, a good strategy is to have Slate Captains focus their efforts on at least one Roadmap box per week. Technology Support Services Statistics 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. Announcing Slate Implementation for Admissions Offices October 24, 2018 The Office of Undergraduate Admission and the Graduate School, together with IT, are implementing a new system called Slate to streamline the admission process for incoming students. Online magazine of news, politics, technology, and culture. Strong organizational, communication and problem-solving skills are preferred. Also shows how to bcc Slate so that an email sent through Outlook is added to a student record. How will Slate assist with our recruitment goals? request information form from Dickinson College. 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. Published on November 24, 2019 Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. 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). © 2020 University of Idaho All Rights Reserved. Implementation and deployment of Slate/Technolutions. Provides project management and business analysis for all facets of university student system projects. We have a fair amount to say on this topic, as you might imagine. Read about Title IX. If the style sheets are shared, the form can take on the styling of the website. View our extensive list of services which include rapid implementation, build out of modules, portal construction, data integrations, automation, microsite landing pages, and various other services around the Slate CRM, then contact us for a quote. If you do not submit your application prior to December 5 you will need to start a new application in our new system. Case Study: Slate CRM Implementation. As we look to expand communications across additional units, it will allow us to provide the same level of high-touch communication across the campus, ensuring the best customer service and experience possible. 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. 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. 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. 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. Slate Implementation Strategies Follow Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. 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. Deliverables: Design/Implement CRM Fields ; Build/Configure Data Loads (import/export) Build/Configure Forms, Events and Business Logic within Slate (Inquiry, Visits, Friday's at the Fort, Territory Assignment, etc.) Slate Implementation on Your Campus Precisely–and Quickly You might also like: Texting in Admissions with Technolutions Slate If you’ve been in the world of enrollment management for more than, well, about five minutes, you’re probably aware that texting is a key communications platform for prospective students. Learn about how knowing the who, what, when, where and why of your institution's higher ed enrollment marketing efforts can make the how of your implementation more successful. U of I's web-based retention and advising tool provides an efficient way to guide and support students on their road to graduation. 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. Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … Some best practices to consider to maximize conversions: © 2020 OHO Interactive. Here are some of the best customer relationship management examples that delve important customer interactions. Slate is designed to streamline all aspects of the application review process. Administrative planning and setup ( integrations, etc lead generation forms connected from initial! Clients across industries including higher education marketing blog we work with clients across including... 83844, 875 Perimeter Drive MS 4259 Moscow, ID 83844, 875 Drive. 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