Dynamo Software vs. Ellucian Portal

I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.

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It is great and collecting information and keeping it all in one place. But once you go outside of their scope it requires a lot of outside programming that quickly adds up. It's hard to find a good, reliable developer for this software so once you do find one you hang on to them. There is a very steep learning curve, but I would suspect that for any new CRM that you bring on

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• Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
• The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
• The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.

• Collecting information and putting it into a concise place
• Creating forms for use on our website to collect user information
• Differentiating between different user types and knowing where they are in the funnel

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• Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
• Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
• At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.

• We don't necessarily think that what the sales team promised us has been delivered. There are some features we thought we'd have that require hours of outside programming
• The forms that we create for the website would be nice to have more control over the look and feel
• Creating nice looking emails in ellucian is very cumbersome. It's definitely a far cry from a drag and drop like mail chimp or delivra

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I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful

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Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.

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It is about right on par with the marketing stuff that Salesforce had. If you want to use it for email marketing it's only good for very simply designed email campaigns. But the scheduling of these campaigns is pretty painless and does a very good job. It has combined many other software packages that we were using into one place which is nice, but if you need to go outside the box of how they have things set up it will cost you a lot to do some custom development.

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• creating work flows for new clients
• can cause issues with to many items in the pipeline
• Allows us to view funding quickly and efficiently

• It has turned out to be much more expensive to get what we want than we thought
• There is a lot of customizing for our institution so the dollar cost will not be seen anytime soon
• It has helped bring everything into one place, but that has taken many hours of training for a lot of our staff just to get up to speed.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info