How to copy a form in Slate. Each academic program should have a faculty member who is designated as the Director of Graduate Studies (DGS). 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. 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. 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. On June 18, we started using the Slate platform to allow prospective students to make inquiries and begin the application process. 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. 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 Recruitment CRM The Graduate College is excited to announce the launch of a new enterprise-wide Customer Relationship Management (CRM) tool for graduate recruitment. Use the headings below when requesting access: Login Information 1. Zylker Estates offers both residential and commercial properties. 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. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. with photos or video. The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. Additionally, custom entities were now available for creation. Slate Digital was co-founded in 2008 by Steven Slate and Fabrice Gabriel, with a mission to create the greatest digital audio … Serve as subject matter expert for Dynamics-based CRM user training. 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. This form is embedded within the Drupal page and the numbered steps are designed within the layout. Request Access to Slate 1. Let's take a look at what we primarily use Slate for: Communication and processes are more effective. The form fields can be added to the form through the Slate admin and published out directly to the website. Now, all of the information is housed within Slate and clearly labeled. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. Slate's clean, functional design ensures that users do not need technical expertise to maximize its powerful capabilities. 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. 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. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. We still have more features to explore and implement! Tracki… Real Estate Media Education. Etc. The objective of these tutorials is to provide an in-depth understanding of the Salesforce CRM product. Different from other higher education marketing agencies. 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. 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). This is primarily used for Admissions staff as they travel for recruitment purposes. 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. Queries.pdf. 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