Little Green Light vs. Slate for Advancement

When I came on board, we had a mess. We had so many gift types, categories, and campaigns that it was an epic disaster, and there was no way any reports could easily be pulled. With time, patience, and the bulk edit feature, I could clean up the mess and start again with set campaigns, funds, and appeals...We now have a clean slate for all data entered in 2023 and the future. Thank you for bulk edits

Incentivized

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.

• Donor touch tracking (calls, meetings, etc.)
• Relationships and stewardship
• Forms for event and other registrations
• Financial reporting and gift tracking
• Great support team! I was initially worried because they don't have a contact number, but they reply to support questions really quickly and are always helpful.

Incentivized

• Amazing community support
• You don't have to be a huge tech person to use Slate for Advancement
• Just about everything can be customized to meet your needs

• I wish it had email formatting rather than integrating with MailChimp, but a small price to pay since it does in fact handle email communications. I've actually found that donors appreciate the "personal" touch versus the more polished, formatted email of MailChimp because they feel like the email went just to them.
• Wish it had the ability to email year-end statements as easy as it is to print them.

Incentivized

• Dynamic reporting and data visualization

We have had no issues with LIttle Green Light so I do not see us moving to another software platform at this time. We are all familiar with how to use it and we are a small and mighty team so we don't want to rock the boat too much. LOL

Incentivized

Perfect tool for our institution and it only keeps getting better.

Pretty easy to manage

Incentivized

LGL support is absolutely unreal. Send a question straight from inside the software and within minutes you will receive a response from someone at the company who will help you. Most of the time, the person responding to my questions is one of the developers or owners of the company. They are kind, patient, and very helpful. The online knowledge base is very comprehensive as well.

Incentivized

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.

Little Green Light blows these other two CRM's out of the water. {Little Green Light has] ease of use, user-friendly prompts, and more pertinent information is captured. Little Green Light is perfect for my small-sized Non-Profit organization.

Incentivized

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.

• In two years of using it, we went from $200,000 annually in donor revenue to $500,000. Many factors went into that, but the ease of communications through LGL is definitely one of them.
• We went from managing communications with ~200 donors to ~400.

Incentivized

• Reducing the number of other systems needed, saving overhead and man-power to automate data integrations
• Crowd fundraising capabilities that allow for real time reporting and decision making
• Campus-wide partnerships