Slate CRM Consulting Services

Weber State University

Buyer seeks professional consulting services for the Slate CRM platform. Services include managing prospect information, handling application processes, creating custom review systems, and migrating applicant data. The buyer requires expertise in higher education CRM systems, comprehensive communication planning, and best practice recommendations for Slate usage. The consultant will also provide training and support for the buyer's Slate team.

• 10/21/2024 - RFP Issued
• 10/31/2024 - RFP Questions Due
• 11/11/2024 - Proposal Due Date

• Have three or more professional consulting services in similar education facility
• Be a Slate Preferred Partner (Gold or Higher)
• Have higher education experience

• Manage prospect info from inquiry forms, event registration, and campus visits
• Handle applicant info via online applications and recommendation letters
• Create custom system for reviewing applications and managing schedules
• Securely release decisions and collect deposits
• Migrate applicant data at end of each application year
• Provide real-time data access, querying, and custom reporting
• Integrate with external systems
• Create comprehensive communication plans for target markets
• Provide coaching and mentoring for new Slate lead and team
• Offer best practice recommendations for Slate usage