Customer Relationship Management (CRM) - Slate & Salesforce

A CRM/Customer Relationship Management product is a tool that enables organizations to comprehensively manage “customer” interactions throughout their lifecycle. Within a university ecosystem, the customer often refers to students, alumni, or other key constituent groups. These advanced tools specialize in automation, workflow management, and reporting capabilities.

Services (5)

CRM: Configuration

Request a new or updated program, form, or data point in Slate or Salesforce to ensure that the CRM system is collecting the data you need.

CRM: Consultation

Request a consultation to explore which CRM system options are best to achieve your goals for managing interactions, data, and services.

CRM: Data Management and Reporting

Request to manage the data within Slate or Salesforce with reports, queries, and dashboards, or request imports/exports from or to other systems.

CRM: User Access and Records Management

Request to grant, update, or remove access for a Slate or Salesforce user or request a merge of duplicate records.

CRM: Workflow & Automation

Request to create, update, or deactivate an automation or workflow to streamline tasks and academic or administrative processes.