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Briefing SUNY Poly’s President on Why We Should Continue with Slate as Our Official CRM
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Spring 2023
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2023-05
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Final - Swancott.pdf
Adobe PDF, 2.98 MB
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Agreement to Publish.pdf
Adobe PDF, 64.51 KB
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Abstract
Slate is a comprehensive platform for admissions & enrollment management, student success,
and alumni & advancement. Slate, by Technolutions, is the only customer relationship
management software (CRM) to provide a single interface for outreach communications, travel
management, online applications, alumni and donor engagement and more. I will include a
review of how SUNY Polytechnic Institute (SUNY Poly) previously processed applications,
hosted events, and effectively communicated with students before the use of Slate. Then I will
assess how Slate has enhanced SUNY Poly’s undergraduate admissions office improvements on
production and effective communication with students. My goal is to provide advanced data to
show a proposal on why Slate should be your institutions official CRM and include
recommendations on how to be a premier user. A journal will demonstrate the theories and
methods on how other institutions use Slate and how they have designed and implemented
successful plans at their institution. This conclusion should explain why Slate is the best CRM
for any institution, specifically SUNY Poly.
Citation
Swancott, A. J. (2023). Briefing SUNY Poly’s President on Why We Should Continue with Slate as Our Official CRM. SUNY Polytechnic Institute.