Briefing SUNY Poly’s President on Why We Should Continue with Slate as Our Official CRM

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.