Ep. 41: Slate CRM - How To Step Up Your Game

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!

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