Overview
What is Slate for Advancement?
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…
Slate for Advancement changed how we do business! It's so much better!
Slate is great!
Advancement solution set to dominate the Magic Quadrant.
If you dream it, Slate for Advancement can do it!
Pricing
What is Slate for Advancement?
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,…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Slate for Advancement?
Slate for Advancement Features
- Supported: Gift Processing
- Supported: Dashboards & Reporting
- Supported: Donor Management
- Supported: Portals
- Supported: Personalized Video
- Supported: Custom Fields
- Supported: Automations
- Supported: SMS & Texting
- Supported: Mass Communications
- Supported: Event Management
Slate for Advancement Integrations
Slate for Advancement Competitors
Slate for Advancement Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Countries | Global |
Comparisons
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Reviews and Ratings
(5)Attribute Ratings
Reviews
(1-5 of 5)Slate for Advancement is the smart and strategic choice
- Online event registrations / online data collection
- Email communications
- Gift & Payment Processing
- Very flexible configuration and customization
- Quick queries (exportable to excel)
- File or web service integrations
- More robust reporting functionality or visualization plug-ins
- More influence on when enhancements are moved into production and test environments
- Online Forms
- Gift Processing
- Donor Management
- Email communications
- Constituent Engagement Reporting
- No hard ROI numbers available, but the pricing comes with unlimited users, unlimited email volume, unlimited storage with a very rich feature set.
- As the implementation matures, I expect additional productivity gains as Slate automates more manual manipulation of excel spreadsheets across campus.
- Donor Relations and Gift Management
- Events, Communication and other engagement practices
- Customized user interfaces that best fit individual needs
- User permissions and security
- Basic to Advanced query capabilities
- Dynamic reporting and data visualization
- Constituent / Record management
- Gift processing, reporting and acknowledgement
- Query capabilities
- 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
Slate is great!
When speaking of Slate, I often frame my conversations in the context of… do you want your software to tell you how to do business, or do you want your software to empower you to do business in the way you believe it should be done – the legacy system model, versus the Slate model. You do have to build your processes out, they are not all delivered (but many are.) However, the build-out of your processes in Slate is often more simple than the configuration of the old-school legacy systems.
Slate was the right choice for Wofford! We have been live on Slate for Advancement for over five and a half years at this point, and I wouldn't change a thing!
- Gift management
- Communications (email, sms, print, voice)
- CRM functions
- Calling campaigns
- Event management
- Online giving
- Portals
- Extremely complicated events, events with lots of sub-events, fee structures, discounts, etc. can take creativity, but are doable.
- All of them! We utilize many of the features made available and are always excited to see what is coming next!
- Like mentioned in the summary, we replaced many systems with Slate!
Advancement solution set to dominate the Magic Quadrant.
- Email & Outreach
- Event Management
- Portfolio Management
- Donor Relations
- SMS Texting
- Refined Business Intelligence tools
- Complex Donor Segmentation reporting & querying
- Individualize customer support
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.
- Data integration
- Giving Platform
- CRM
- Customizable Portals
- Reduced peripheral systems
- Reduced redundant data integration needs
- Simplified Data Entry, transitioned 1FTE to other more valuable use of time.
- Reduced annual software license cost by 5X
- Advancement
- Fundraising
- Alumni Engagement
- Alumni Directory
- Class Agent Tool
- Prospect Management
- Day of Giving
- Reunion Event Management
- Complex Event Management
- Donor Reporting
If you dream it, Slate for Advancement can do it!
- 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
- When I started the training wasn't super detailed (2 yrs ago)
- If you submit a service desk ticket sometimes the response time isn't great
- Events
- Communications
- Project management
- Reports
- Data collection
- Forms
- We have saved so much money as an institution!
- Our calling program for Giving Tuesday costs us less than $90 for over 3,000 calls (previously $10k+)
- Cancelled our DocuSign contract
- Cancelled our crowdfunding software contract
Q - she runs the events, communications, and workflows.
Me - I do the reports, data clean up, and project management.
All three of us for the most part can pick up where the others are, but we also have our specialties and the things we like to do.
- It stores all of our data
- Communication to our constituents
- Reporting of our KPI's
- We were able to build webpages for crowdfunding allowing us to save money
- We were able to automate a number of processes
- We built an automated process that replaced our need for DocuSign
- We've talked about using it as a grants database
- We are looking to enhance our events process, with new badge printing