Making the Most of Your Slate Instance

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Your Customer Relationship Management (CRM) technology may be your best friend. This essential component in your software suite will certainly help you make best friends—and keep them. Professionals charged with external audiences at colleges and universities depend on these data lifesavers for up-to-the-minute access to individual records in order to recruit students, raise money, engage alumni, and calm parents.

More and more institutions are adopting CRM technology, and specifically Slate, to manage multi-modal enrollment marketing processes that increasingly combine the delivery of differentiated value to prospective students with social-interactive mechanisms that address the experience and expectations of individual prospects. Indeed, according to a recent study by Wakefield Research, 77% of students believe that colleges and universities should use their personal data to improve the college experience and 82% believe that the use of personalized data will transform the customer experience of college students over the next 10 years. Students have come to accept that their personal data will be used to create seamless, cross-channel engagements that are customized to their experiences and needs. And, to guarantee that the prospective student experience with your institution will align with those expectations, it is essential to build a process that is not only seamless for students, but that will ultimately help you achieve your best incoming class. To do so, you must first develop a deep understanding of your institution’s current processes and practices. RHB’s success at offering integrated enrollment marketing services to more than 130 colleges and universities means that we can combine technical implementation services with diagnostic, training and consultation support that is informed by, and includes, best practices that are tailored to your institution’s needs, processes and goals.

Ensuring that you are maximizing your investment in your Slate instance requires regular examination to determine if your configuration and processes are meeting best-practice standards.  The RHB Slate Diagnostic is an excellent place to begin if you are experienced users. To explore the details and benefits of the Slate Diagnostic, we encourage you to download this guidebook. And, if you determine that the Diagnostic would be useful to you and your colleagues, we welcome your call.

To download the guidebook

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Rick Bailey

Rick is the Principal and founding partner at RHB.