Salesforce Education Cloud vs. Slate for Advancement

Well suited:

1. Groups that need to integrate their CRM with other partners: many education institutions use Salesforce!
2. Groups with huge student populations now, or expected in the future.
3. Groups that have resources for custom Salesforce development, like an in-house Salesforce Developer role.

Less appropriate:

1. If you expect your company/school will have a limited number of students.
2. If you set up Salesforce to use ONLY Leads or only Contacts, not both. What happens if you have a student re-enroll? How do you handle losing data when converting a Lead to a Contact? If you don't have good answers for these in advance, you'll want to use only Leads or only Contacts to track each student.

Incentivized

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

• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

Incentivized

• Gift management
• Communications (email, sms, print, voice)
• CRM functions
• Calling campaigns
• Event management
• Online giving
• Portals

• Reports - Comes with no out of the box reports.
• OOB functionality may be limited - important to have folks with experience customizing EDA to an organization's needs.
• Upfront cost - Implementation services (either a hired team or consultants) is imperative to make it work.

Incentivized

• Dynamic reporting and data visualization

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.

It was really so easy to sign up and get going with the whole process

Incentivized

People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

Incentivized

Slate's business model does not assign a person to service your instance of the application. To receive effective support, you MUST engage in the online forums involving the greater Slate community. Once you embrace that model, the support team meets or exceeds any service standards I've experienced over the last 20 years.

Salesforce.org Education Cloud has many different functionalities that do not revolve around just the assignment and grading aspect of a student's education. They provide ways for staff to communicate with students in real-time and provide additional support, such as mental health resources, which is incredibly important. Not only is the education aspect important, but providing resources to help a student in every aspect of life is possible on Salesforce and is very useful.

Incentivized

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.

• This is always awesome to find and have companies where you can educate yourself online.
• Even when you look at things such as FOREX, this is one of the biggest industries, so it is a tell tale sign that it is well on track to the future.

Incentivized

• 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.