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:

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Key Takeaways

• Start with a Plan
  A successful CRM implementation begins with clear goals and leadership buy-in. Without a roadmap, teams risk inefficiency and frustration.
• Self-Learning is Essential
  CRM mastery requires initiative and curiosity. Use available resources, from community forums to webinars, to deepen your understanding.
• Queries and Configurable Joins Save Time
  Efficient query-building streamlines workflows, allowing staff to access data quickly and focus on strategic tasks.
• Train Your Team for Independence
  Empowering admissions counselors to perform basic CRM tasks, like event creation or data updates, reduces bottlenecks and fosters team efficiency.
• Utilize Community Resources
  Leverage Slate’s robust community forums and support networks to solve problems, share insights, and learn best practices.

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Episode Summary: Key Questions and Answers

Why is CRM training critical for admissions teams?

Many institutions underutilize their CRM tools, with only a few staff members proficient in them. By training the entire team, universities can maximize the ROI of their CRM, streamline processes, and improve student engagement.

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What are the essential skills for mastering Slate or any CRM?

• Curiosity and a willingness to learn independently.
• A basic understanding of database structures and fields.
• A methodical approach to problem-solving, with a focus on efficiency and continuous improvement.

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What’s the difference between queries and reports in Slate?

• Queries generate lists or specific datasets, such as all active applicants within a 30-mile radius.
• Reports provide insights and comparisons, such as year-over-year travel data or enrollment step progress by territory.

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How can CRM tools personalize student engagement?

By using queries and reports effectively, admissions teams can tailor communications to each student’s needs and actions, whether it’s reminding them to submit missing documents or encouraging them to attend an upcoming event.

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What are the benefits of Slate’s community forums?

Slate’s forums and Slack channels offer a wealth of user-shared insights, troubleshooting tips, and innovative use cases. They enable professionals to solve issues quickly and learn from others in the higher ed space.

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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!