Salesforce Education Cloud vs. Slate for Advancement

It is most suited for those within the education industry. For students and staff in particular, the Education Cloud allows seamless connectivity between each person and helps students stay on task. It can be very overwhelming as a student to have so many responsibilities in different areas, so Salesforce does a great job of offering many features that ease this process.

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.

• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

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

• It’s hard to run reports or create working “views” for Enrollment/Student Advisor teams that include both Leads and Contacts in the same report.
• Some fields do not map from Lead to Contact object. When a student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
• Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.

Incentivized

• Dynamic reporting and data visualization

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

It was really so easy to sign up and get going with the whole process

Incentivized

People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

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.

I have not used similar products and I am new to this role. Salesforce has been very easy to learn and I appreciate the support and ability to access the platform when I need to. I was able to easily learn the program and become skilled in what I needed to do. It also made the transition to digital forms quite easy

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.

• Positive: Our entire company is more aligned because while still complying with FERPA, the right people have access to student records while also having the correct permissions.
• Positive: we can integrate with our partners who also use Salesforce, while still complying with FERPA.
• Negative: we've needed to hire a Salesforce Development team with multiple people to accurately customize the tool to work for us.

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