Handshake for Educational Providers is a college-to-career network that partners with institutions of higher education to provide students access to reputable job postings, set up appointments, manage virtual and in-person events, and track student outcomes.
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Slate for Advancement
Score 8.6 out of 10
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Slate for Advancement is a CRM built exclusively for higher ed advancement and alumni offices. A license to Slate for Advancement is unlimited -- no additional add-ons or costs. Slate enables users to create a personalized constituent experience at scale with custom giving forms, donor portals, video messages, phone calling, and directories. Users can automate processes at scale while having control and access at every level of the system. And the platform includes inbuilt reporting.
Handshake is great if this is the expected website for your organization to use. It can be difficult to share out specific positions, but an administrator has helped me create links in the past in order to do so. However, if you don't already have traffic to the site I could see where that would be a challenge. It works well for multiple team members to organize positions and helps to make it smooth and easy on the back end. Overall it's a very easy-to-use site.
What features/functionality pushed your team to select Slate for Advancement? The main winning aspect from our perspective was that all touch points of the donors record would be managed, maintained, updated in one location. We would not be reliant on a third-party vendor for main aspect like e-mail or texting or calling or payment processing. Slate for Advancement has an approach to technology that is embracing of our modern world of technology that I have not seen in other vendors. What lessons learned can you share? Any migration for your CRM is a huge change management project. If you don't have a strong project manager onsite then consider bringing one in as a consultant. If you could make the decision again, would it be the same one? Absolutely What peripherals were you able to replace with the Slate solution (giving portal, events mgmt, etc)? Our institution was a little bit different where we had already built out custom solutions for our alumni portal our event management and our honor roll of giving. Being able to replace those with a platform that's supported by a vendor and has a large community of knowledge base that can be leaned on was huge and another main consideration in moving to slate. For us one of the main selling factors was the depth and willingness of the community to support the rest of us in the effort of making slate for advancement successful in our institutions. And this continues to be the case to this day.
Slate's business model does not assign a person to service your instance of the application. To receive effective support, you MUST engage in the online forums involving the greater Slate community. Once you embrace that model, the support team meets or exceeds any service standards I've experienced over the last 20 years.
Handshake provides a job-seeking function, while our mentor's app from PeopleGrove is more of a networking experience. It would be nice if the two functions could be in one application as it is nice to see who is open to networking at specific companies and in certain fields that also go to/graduate from your school.
Slate for Advancement was more customizable, there is more community support, less expensive both overall and they don't overcharge you for phone calls and texts (if I remember correctly, they charge the customer what they are charged for each phone call or text). Overall, Slate for Advancement was the more innovative option. We switched from Banner to Slate for Advancement, with Banner we constantly had to create workarounds for what we wanted to do with the software, we no longer have to do that. If we dream it, Slate for Advancement can most likely do it.