[civsa] Slate Implementation

[Sheila Siler]

Congrats Nia!
Slate has been a great improvement for us. I will say we probably
implemented too quickly, but there's a lot you learn just jumping in. On
the visit side, things are so much smoother now! What I wish is that I
could have gone to someone's office who uses Slate and actually seen it in
action. That said, it's pretty user friendly and you learn a lot just going
in. The best advice I got and agree with, is that it's important to think
through what you want to do with your information. Organize your folders,
think what you might want to every pull out- and make sure you set up
export keys. Keep it as simple (folder wise) as you can - but don't be
afraid to export everything.

One of the biggest changes for us is the electronic check-in for Open House
events. Having attendance information immediately is fantastic. I still
keep thinking I'm forgetting to do something afterwards because so much is
already done. Follow up is so easy.

I also suggest going on the Slate Forum and following every thread that
sounds like something you have a question about. Most of my answers have
come through there.

Good luck!

*Sheila R. Siler*
Campus Visit Coordinator
Guilford College

P / 336.316.2443
F / 336.316.2935

5800 West Friendly Ave.
Greensboro, NC 27410

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On Fri, Nov 17, 2017 at 1:32 PM, Nia Shima Franklin <shiman at reed.edu> wrote:

> Hi all,
>           We are finally implementing Slate as our new CRM and we are so
> excited to get the ball rolling! I was hoping to get some advice from all
> of you who have already gone through this change. Is there any advice or
> things you wish you knew before implementing Slate on the visit side? Did
> slate make a big impact on how visits were managed in your offices? Any and
> all advice would be welcome.
>
> --
>
> Nia Shima-Franklin
> Admission Reception and Experience Coordinator
> Reed College | Portland, OR
> 503-777-7511 | shiman at reed.edu
>
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