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.
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Slate for Admissions
Score7 out of 10
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Slate is a platform for admissions and enrollment management, student success, and alumni/advancement, from Technolutions in New Haven. Designed and developed exclusively for higher education, Slate by Technolutions supports the student and donor lifecycle, and provides a unified interface to CRM, outreach and communications, travel management, online applications, online reading, student success and retention, and alumni and donor engagement.
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.
I would recommend Slate, by Technolutions for any higher education institution, big or small. Though there is a higher cost associated with Slate than most other options, it's well worth the price. The level of detail that you're able to gather, maintain, and query on within your student data is far beyond anything I've experienced with other systems. These insights help you pinpoint areas for action and improvement so that you can pivot when necessary, helping you reach your enrollment goals quicker and more efficiently.
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
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
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
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
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.
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.
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
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.
We had been on Recruitment Plus- it has been sunsetted, so we were forced to move. I also looked at Fire Engine Red. Slate seemed far and away the most robust CRM/Admissions solution.
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
We aren't really a business, per se, but a nonprofit university. However, Slate[, by Technolutions] does allow us to easily sort applications into categories for different departments to review. And it provides a clear trail of who is looking at various documents when--and how long it takes to process them.
