TrustRadius
Great product with slight risk
https://www.trustradius.com/crmTechnolutions SlateUnspecified8.37101
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November 30, 2018

Great product with slight risk

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Technolutions Slate

We needed a better CRM solution to attract new student population. We have worked with with different solutions/vendors on the past, but communication was just no effective and previous solutions were just too complicated and inefficient from administrative prospective. We needed something simple to have better impact and make processes on administration side easier and more effective. Provide staff with something that will allow them to better utilize their time.
  • Further impact
  • Easier communication
  • Easy to get going
  • It is really hard to mess something up
  • Admin interface looks like it is from 90s, internet evolved ever since
  • Integration with major student information systems (they are fairly new so I guess it's ok)
  • Their man developer is person who started company and he coded about 30 new features during their conference over night and published to production. It is great he is guru and he can do this, but there is no testing and what happens if something happens to him, no other developer have idea what was done in such a short period of time so it present a huge risk
  • It improved communication tremendously
  • It saved some administrative processing issue
  • Down side is that it takes time to understand that outdated admin console
We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Slate is simplified version of dynamics and better suited for users who are in higher ed, while dynamics is more for "sales" in enterprise world. Education world is different.
If you need a better way to communicate with students and have further impact this is great solution because it handles email communication exceptionally well.

Technolutions Slate Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
10
Case management
10
Call center management
8
Help desk management
8
Lead management
10
Email marketing
10
Task management
7
Billing and invoicing management
6
Reporting
4
Forecasting
7
Pipeline visualization
4
Customizable reports
6
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
5
Social data
5
Social engagement
9
Marketing automation
10
Compensation management
10
Mobile access
5