UCCS Slate Implementation

University of Colorado

Buyer seeks a Slate implementation partner to replace its current Salesforce CRM for Admissions and Student Success functions. The project involves configuring both modules simultaneously to ensure seamless data transfer between functions. Implementation includes database configuration, application development, portal creation, SIS integration, and staff training. Buyer requires a partner who can complete all tasks on time while eliminating duplicate efforts.

• 3/24/2025 - DQ Advertisement
• 3/27/2025 - Last Date to Submit Written Questions
• 4/1/2025 - Proposal Due Date
• 4/15/2025 - Anticipated Contract Start Date

• Must be a recognized Slate/Technosolutions preferred partner at platinum or gold level
• Ability to provide customizable model databases for Admissions and Student Success
• Provide credible case studies showing increased application processing efficiency

• Configure Slate database for both Admissions and Student Success modules
• Develop custom Person Detail tab configuration
• Configure up to 50 custom fields and prompts
• Create Inquiry Forms and Request for Information forms
• Develop email templates and delivery campaigns
• Configure event management templates and registration forms
• Implement and train staff on query-building and reporting capabilities
• Configure Slate-hosted applications for multiple applicant populations
• Set up SIS integrations for bi-directional data exchange
• Establish access permissions model using Roles and Populations