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If you dream it, Slate for Advancement can do it!
April 03, 2023

If you dream it, Slate for Advancement can do it!

Ashlin Tabiadon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Slate for Advancement

In my role, I use Slate for Advancement every day. As an organization this is the CRM that we use to store and manage all of our Alumni, donors, friends of the college, and more. We have everything from personal information, to giving history, we have reports and lists that we run daily. Slate for Advancement is very customizable, which is a problem we had with our last CRM. Every day we continue to learn new things that Slate can do, and Slate is constantly updating the software based on customer feedback.
  • 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
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.

Do you think Slate for Advancement delivers good value for the price?

Yes

Are you happy with Slate for Advancement's feature set?

Yes

Did Slate for Advancement live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Slate for Advancement go as expected?

I wasn't involved with the implementation phase

Would you buy Slate for Advancement again?

Yes

I am a huge supporter of Slate for Advancement. A lot of the time, if people reach out to me to ask about Slate for Advancement, I will hop into a test record and show them all of the things that Slate for Advancement can do and track. Talking about Slate for Advancement is my favorite pastime. If you're looking for a CRM that will store and manage people, companies, schools, giving data, and scholarships, these are just a small hand full of things that we use Slate for Advancement for. We have projects and workflows, updates, automations, reports, lists, mass communications, events, phone calling, web pages (portals), these are all tools that we have used to enhance our relationships with our constituents. There is also a test environment that you can build new tools in and you don't have to worry about breaking anything. They have a clean slate environment that you can pull examples from. The possibilities with Slate for Advancement are endless. When it comes to Slate for Advancement - I'm a kid and every day I work in Slate for Advancement is like Christmas morning!

Using Slate for Advancement

30 - In Slate for Advancement all but 3 users are "front end" users, meaning they are the ones that are looking up things in Slate for Advancement, they are requesting reports and data. They are the driving factor in who gets entered and what information about the constituent gets entered. The other 3 users are the builders, the fixer-uppers, you want it - we build it.
3 - M - he's the one that is the coder, he builds portals and does the fancy things that make my brain hurt.
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
The community support that Slate for Advancement offers is a huge reason, but also the number of things that we never dreamed of doing that we can now with Slate for Advancement. They also are constantly improving and bringing new tools and ideas to the table for their customers to use.