Slate CRM - How To Step Up Your Game

About the Episode: On this episode, Drew Carr joins Jeremy for a conversation about Slate, the popular CRM that can be a game changing tool for Higher Ed admissions and enrollment marketing teams. Things you’ll hear about:

4:53 - Advice when you implement a new CRM 

7:31 - Skills you need if you want to become more proficient in Slate 

14:28 - How configurable joins and snippets can make your life easier 

23:54 - Do’s and Don’ts when it comes to queries

29:13 - When to build a report instead of creating a query 

33:50 - The value of using Slate community forums

About the Show: Jeremy Tiers, a well-known speaker in college admission, enrollment marketing, and leadership circles is your host for Mission Admissions. Join him every other week as he sits down with industry leaders and difference makers from both inside and outside of Higher Ed. You'll walk away with advice, tips and strategies you can apply in your day-to-day life.

Connect With Our Host:
Jeremy Tiers

https://www.linkedin.com/in/jeremytiers/

https://twitter.com/CoachTiers

About The Enrollify Podcast Network: Mission Admissions is a part of the Enrollify Podcast Network. If you like this podcast, chances are you’ll like other Enrollify shows too!  

Some of our favorites include Generation AI and The Application with Allison Turcio.

Enrollify is made possible by Element451 —  the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com. 

Connect with Us at the Engage Summit: Exciting news — many of your favorite Enrollify creators will be at the 2024 Engage Summit in Raleigh, NC, on June 25 and 26, and we’d love to meet you there! Sessions will focus on cutting-edge AI applications that are reshaping student outreach, enhancing staff productivity, and offering deep insights into ROI. 

Use the discount code Enrollify50 at checkout, and you can register for just $200.

Learn more and register at engage.element451.com — we can’t wait to see you there!