Sugar Sell (SugarCRM) vs. Slate for Admissions

Sugar CRM is a good tool, but it's complex to customize. It often requires expensive 3rd partners to implement more complex scenarios that SugarCRM struggles to support; coming back with explanations was usually time-consuming and unsupported. The back end is overly complex in terms of what it needs to be, with many redundant database tables and columns.

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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.

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• Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
• It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
• It has customizable dashboards which I find beneficial

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• 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).

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• The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
• General layout could be improved by the addition of modern templates to customize the standard look and feel
• Support communities could be further improved with the addition of videos on how to do specific configuration, modules.

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• Being able to have students register at an event without needing a wifi network
• Easier way to update records for individuals who move to a different organization
• Being able to start an application first without needing to immediately set up a user name and password.

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Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.

There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.

It's incredibly usable and easy to figure out. It's modern and does exactly what we need for it to do

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SugarCRM has never been down for us.

No response time issues ever. Very productive due to its ease of use.

The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.

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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.

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We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.

Only part of an implemementation as noted previously.

Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.

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SugarCRM is a lot better in many ways then LogicsCRM which I started using when I started as a sales rep at Community Tax. Yet there is still room for a lot of improvements to accommodate a steady workflow. They integration of old CRM files seems to have worked great from Logics to Sugar.

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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.

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Works from 2-300 Users in our experience.

• Overall seems to be more expensive than other subscription based CRMs.
• Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting
• Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis

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• 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.