If you’re an enrollment leader, you know how important it is to have a smooth and functional CRM to manage your funnel and stay on track towards your goals. That’s why MARKETview is designed to integrate your real-time data insights into any CRM; and for Slate users, that relationship is even more seamless. We’re a Slate Preferred Partner, which represents a commitment to ensuring streamlined connection between our data set and the Slate CRM. In this blog, we had one of our resident Slate experts, Scott Montgomery, break down the tech that makes MARKETview so easily compatible with this popular CRM.
From the onset of a Slate-centric MARKETview partnership, we utilize the Slate Data Suitcase system to quickly onboard, so institutions can access real-time, comparative insights as fast as possible. The Slate Suitcase allows our team to identify and package the data we need to help schools get started, reducing the workload on busy enrollment teams. Slate outlines and pre-formats which data files are needed — and our team sends detailed uploading instructions that don’t require an IT expert to understand. Montgomery shared an example of the convenience the Slate Suitcase provides.
“The data is just right there in front of you. You can map everything in your instance. All the prompts are already there. You get connected, and Slate is able to then start scanning for the files you want and bringing them into your instance.”
– Scott Montgomery
Another critical part of MARKETview’s Slate integration is built on the automated file transfer via the MARKETview Export. Every day, Slate transfers data files from MARKETview, piping real-time, comparative data points directly into student records in Slate; providing a greater understanding of how you’re performing with the students who matter most to your goals.
Two Ocean, the only enrollment marketing service powered by MARKETview, also benefits from this integration, providing readily available marketing insights directly in Slate. Institutions can extend valuable marketplace data through their CRM to the counselors leading their student recruitment efforts. This provides clear vision into student activity, with daily updates on how marketing campaigns are resonating. Mongomery laid out how this relationship benefits institutions working with Two Ocean.
“It’s a thousand times easier. For example, with our Two Ocean partners, we’ve enabled automated data transfers that can automatically flip students from prospect to inquiry when a student fills out a form — that file is updated every day!”
– Scott Montgomery
MARKETview is higher ed’s only real-time, comparative data set that can feed directly into your Slate dashboard. If your data resources are stretched thin, our integration with Slate minimizes the onboarding work on your end while maximizing the ROI you’ll receive from access to advanced market context.
Chat with our team to see how MARKETview’s real-time data can keep you in the know throughout the enrollment cycle on the student populations that matter most to your goals.