Item: Slate for Advancement
Rating: 10
Author: Gina Mandros

Overall Satisfaction with Slate for Advancement

Use Cases and Deployment Scope

Slate for Advancement is Illinois Wesleyan's Advancement CRM and system of record for all philanthropy and alumni records. It is the main tool used for all gift processing, event management, data analysis and reporting, information gathering and distribution, email and text communication and many other functions that support fundraising best practices.

Pros and Cons

Pros

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

Cons

Dynamic reporting and data visualization

Most Important Features

Constituent / Record management
Gift processing, reporting and acknowledgement
Query capabilities

Return on Investment

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

Alternatives Considered

Ellucian CRM Advance, Salesforce.com, RNL Scalefunder, Tableau Desktop and GiveCampus

We were able to replace every single one of these platforms with Slate and integrate into one single system!

Key Insights

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?

Yes

Did implementation of Slate for Advancement go as expected?

Yes

Would you buy Slate for Advancement again?

Yes

Likelihood to Recommend

Slate has allowed information sharing and data integration, reducing our CRM needs from over 6 different systems into one. For example, the student call center is not managed solely out of Slate and all data is captured, collected, and then reported out of the system so that students can receive call lists, review the records they're calling, perform the call out of the system, collect gifts or other information through a form submission, communicate follow up with donors through email, text or video. All of this is done out of Slate allowing for all users to see interactions of donors / records, and easy triggers for follow up to be automated and occur.

Comments

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Slate for Advancement changed how we do business! It's so much better!