Maximizing Engagement: La Verne's Strategic Shift to Slate CRM

University of La Verne

Maximizing Engagement: La Verne's Strategic Shift to Slate CRM

institutional profile

Founded in 1891, the University of La Verne is composed of the College of Arts & Sciences, College of Business & Public Management, the LaFetra College of Education, College of Law, and a Regional Campus Administration that oversees seven regional campuses. It awards both undergraduate and graduate degrees, and many of their classes are taught at smaller campuses throughout the greater Los Angeles area. Serving more than 8,000 traditional age and adult learners, the university is a pioneer in adult education, offering specialized programs at the main and regional campuses.

Challenge

The University of La Verne faced significant challenges in its enrollment management and student engagement processes:

An outdated and inefficient CRM system that could not meet the evolving needs of the institution
Limited ability to reach and engage with prospective students, parents, and counselors effectively
Slow and inaccurate application processing due to misaligned procedures
Over-reliance on multiple Access databases, leading to unnecessary data manipulation and inefficiencies
Lack of automation in admissions processes, hindering the team’s ability to respond quickly to student inquiries
A cumbersome paper-based system for moving files between departments
Limited control over various prospect groups, including common app suspects and front rush prospects
Inability to leverage modern marketing techniques for student recruitment

These issues not only hampered the university’s enrollment efforts but also negatively impacted the overall student experience, prompting the need for a comprehensive Enrollment Improvement Initiative (EII).

Solution & Benefits

SIG partnered with the University of La Verne to implement a comprehensive solution centered around the Slate CRM system:

Strategic Planning: Served as a permanent member of the cross-functional EII team, providing strategic guidance throughout the project
System Selection: Conducted evaluations of potential CRM solutions, ultimately recommending and implementing Slate
Comprehensive Implementation: Provided end-to-end implementation services, including:
- Project management and process analysis
- Data import builds for all test scores (SAT, ACT, GRE, TOEFL, GMAT)
- Migration of legacy data from CRM Recruit and Banner
- Integrations with external programs like Duolingo and Front Rush
- Implementation of Zapier integrations for Carnegie Dartlet and other inquiry files
- Development of inquiry forms, event forms, and voyager functionality
- Oversight of application and reading system development
- Creation of drip marketing campaigns and decision letters
Technical Liaison: Served as the technical liaison between SSD Axiom and the university for interface builds
Data Management: Handled Common App and EAB (Royall) Application imports, as well as file exports to EAB
System Integration: Managed the interface with BDMS Xtender for document management
Ongoing Support: Acted as CRM administrator until a permanent hire was made, holding a Slate Captain’s license for the duration of the project

The implementation of Slate CRM and associated processes delivered significant benefits to the University of La Verne:

Expanded reach to prospective students through improved control of various prospect groups
Implemented a responsive marketing system to effectively engage parents, students, and counselors
Streamlined application processing, improving speed and accuracy
Eliminated over a dozen Access databases, reducing unnecessary data manipulation
Increased automation, empowering the admissions team to respond quickly and connect with students
Transitioned from a paper-based system to a digital workflow, improving interdepartmental collaboration
Enhanced data management and reporting capabilities, providing better insights for decision-making
Positioned the university for improved enrollment outcomes and student satisfaction

Through this comprehensive CRM implementation, the University of La Verne significantly enhanced its enrollment management capabilities, streamlined operations, and improved its ability to engage with prospective students throughout the admissions process.

HOW SIG CAN HELP

SIG offers signature implementation and consultation services that help leverage the full capabilities of the Slate system, with processes that meet institution’s specific objectives. And, if Slate has already been adopted SIG can help maximize your instance through advanced implementation services and personalized consultations with our in-house experts.

Expedited implementation to align with institution goals and needed functionality for just-in-time deployment
Advanced implementation to assess and buildcustom campaigns, events, applications and configure workflows in ways that will allow you to make the most of Slate
Training sessions to amplify your Slate instance
A diagnostic review and assessment of business practices and how they align to the parts of Slate that will maximize ROI and staff effectiveness
Slate support including CRM training and on-going assistance

Have Questions?
We look forward to hearing from you.

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University of La Verne