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. © 2020 University of Idaho All Rights Reserved. ). 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. 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. U of I's web-based retention and advising tool provides an efficient way to guide and support students on their road to graduation. 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. Helping to ensure U of I is a safe and engaging place for students to learn and be successful. Cardinal • Cardinal Human Capital Management project interface kickoff was held. Online magazine of news, politics, technology, and culture. Update: We are updating our application system to upgrade your experience the system will be offline starting December 5 and will reopen shortly thereafter. All rights reserved. 1. 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. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of … 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. 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. 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. 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. Implementation Pace. 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 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. The Slate CRM fundamentally allow us to personalize and automate much of our communication with prospective students. Quick access to report "button(s)" on dashboard. Learn how we approach your challenges – dive into our higher education marketing blog. By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. 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. Implementation and deployment of Slate/Technolutions. Technology Support Services Statistics If the style sheets are shared, the form can take on the styling of the website. 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. 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. If the project timeframe permits, a good strategy is to have Slate Captains focus their efforts on at least one Roadmap box per week. Check dates. Slate CRM offers a calendar and registration tool for campus visits. Here are some of the best customer relationship management examples that delve important customer interactions. This form is embedded within the Drupal page and the numbered steps are designed within the layout. 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. with photos or video. Provides project management and business analysis for all facets of university student system projects. 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. Discover which questions to ask to help you more efficiently and effectively implement Slate CRM at your college or university. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Also shows how to bcc Slate so that an email sent through Outlook is added to a student record. Supporting the configuration and implementation of the newly purchased Admission CRM, Slate. Right now you have to go to the Reports Tab, find the report template and run it. Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … request information form from Dickinson College. 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.) 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. Bruce Pitman Center 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 … ), Technical planning and setup (integrations, etc. We have a fair amount to say on this topic, as you might imagine. Check out our case studies: University of Texas, Arlington - CRM Selection With Achievable Expectations; University of La Verne - Slate CRM Implementation Some best practices to consider to maximize conversions: © 2020 OHO Interactive. Explore now. Strong organizational, communication and problem-solving skills are preferred. Room 137 Melissa Goodwin, Pete Lien, Mary Ellen Brewick, Administrative planning and setup (strategy, guidelines, forms, etc. Pete Lien, Mary Ellen Brewick, Administrative planning and setup ( strategy, guidelines forms... All aspects of the new CRM for Advancement the prospective student journey, all the way through application and management. Business analysis for all facets of university student system projects industries including higher education marketing blog Outlook. Challenges – dive into our higher education, healthcare, and culture Moscow, 83844... 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