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 queries29:13 - When to build a report instead of creating a query 33:50 - The value of using Slate community forumsGuest Name: Drew Carr, Director of Enrollment Operations, Nebraska Wesleyan UniversityGuest 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. - - - -Connect With Our Host:Jeremy Tiershttps://www.linkedin.com/in/jeremytiers/https://twitter.com/CoachTiersAbout 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!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.