Nutshell CRM vs. Slate for Admissions

Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.

Incentivized

Overall, [Technolutions] Slate has been an incredible CRM for our institution. It was easy to learn, and it does its job well. The ability for students to log back into a portal and see their application digitally has saved our staff a lot of time and effort. Previously, we had a web based application that didn't allow for applicants to be actively engaged in their application files and [Technolutions] Slate solved a real problem for us. It's affordable, intuitive and effective.

Incentivized

• Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
• The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
• One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.

Incentivized

• Managing contacts.
• Smart communications (drip email campaigns).
• Real-time data management.
• End-to-end control of product (or instance of).
• Allows for easy to implement segmentation via smart rules and queries (data sets).

Incentivized

• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

Incentivized

• Doesn't automatically advance to the next application in the queue once one application is processed
• Doesn't allow an easy view of other queues to see what is coming down the pike
• Doesn't allow users to copy email of applicants

This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

Incentivized

Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues

Incentivized

While some features are incredibly intuitive and easy for most users to use, there are other features that essentially require coding experience to understand. The features that seem more difficult than others are queries and reports (especially configurable joins queries) and some of the conditional logic within emails and print mailings. Additionally, implementation will definitely require dedicated IT folks for at least a year (or more).

Incentivized

Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

Incentivized

While I do wish they had actual representatives that we able to come to you for trainings for implementation and new users, I understand that a big draw is the money that is saved by instead investing in knowledgebase, which is it's online tutorials for different functions of Slate.

Incentivized

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

Incentivized

I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.

Slate, by Technolutions, is so much more powerful and easier to use than Banner. While we still use Banner for our current students, it wasn't enough for what we needed to do to reach our prospective student population. Especially with the communication options, Slate is lightyears ahead of what is possible with Banner.

Incentivized

• Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
• Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with

Incentivized

• Helped us recruit some of our largest classes in university history
• Easier user interface so multiple departments using one platform
• Easy to generate reports based on specific criteria

Incentivized