Ep. 41: Slate CRM - How To Step Up Your Game
Description
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:
04:53 - Advice when you implement a new CRM
07:31 - 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
Guest Name: Drew Carr, Director of Enrollment Operations, Nebraska Wesleyan University
Guest LinkedIn: https://www.linkedin.com/in/drew-carr/
Guest Bio: Drew currently serves as the Director of Enrollment Operations at Nebraska Wesleyan University as well as the Technology Chair at Great Plains Association for College Admissions Counseling (GPACAC). He has been at Nebraska Wesleyan since January 2013 after graduating as a student. Drew initially served as an admissions counselor for two and a half years before moving to the operations side. Since then, he’s worked his way up to the Director level managing all aspects of their CRM, Slate.
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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.
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