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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Zoho Projects
Score8 out of 10
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Zoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.
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.
My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
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 use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
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
I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
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.
Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
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.
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
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 needed a system to organize our growing business, so anything was better than what we had, which was nothing.
Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
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
