FundSvcs Community

Heidi, I’m following this discussion. We have slate for admissions and there’s been rumblings of adding an advancement module for us too. I’d be interested to know what others are saying. Thank you, Monica On Thu, May 30, 2019 at 6:04 PM Heidi Jewell <HJewell@collegeofidaho.edu> wrote: > We recently (within the last couple of years) moved our admissions > department to Slate CRM. There has been some chatter about moving > development/advancement to that CRM as well. I know it is new(er) in the > > > > I’m just looking to chat with an institution who is currently using it to > ask questions, etc. > > > Thank you! > > > > [image: ES_Jewell] > > > -- *Monica JorgensenDePauw UniversityAlumni Engagement & Development**Associate Director for Analytics*​ *Support The Fund for DePauw - Impacting students who impact the world. <http://www.depauw.edu/give>*

We recently (within the last couple of years) moved our admissions department to Slate CRM. There has been some chatter about moving development/advancement to that CRM as well. I know it is new(er) in the I'm just looking to chat with an institution who is currently using it to ask questions, etc. Thank you! [ES_Jewell]

I would also be interested in this discussion. Cindy Beth Administrative Assistant Bethel College 316-284-5341 clbeth@bethelks.edu On Fri, May 31, 2019 at 8:02 AM Lidington, Siobhan <sllidington@albertus.edu> wrote: > Same! I'm hoping we do not switch. > > > Siobhan Lidington > Director of Annual and Individual Giving > Albertus Magnus College > 700 Prospect St > New Haven, CT 06511 > sllidington@albertus.edu > w. (203)773-8519 > > > On Thu, May 30, 2019 at 6:50 PM Monica Jorgensen < > monicajorgensen@depauw.edu> wrote: > >> Heidi, >> >> I’m following this discussion. We have slate for admissions and there’s >> been rumblings of adding an advancement module for us too. I’d be >> interested to know what others are saying. >> >> Thank you, >> >> Monica >> >> On Thu, May 30, 2019 at 6:04 PM Heidi Jewell <HJewell@collegeofidaho.edu> >> wrote: >> >>> We recently (within the last couple of years) moved our admissions >>> department to Slate CRM. There has been some chatter about moving >>> development/advancement to that CRM as well. I know it is new(er) in the >>> >>> >>> >>> I’m just looking to chat with an institution who is currently using it >>> to ask questions, etc. >>> >>> >>> Thank you! >>> >>> >>> >>> [image: ES_Jewell] >>> >>> >>> >> -- >> >> >> >> *Monica JorgensenDePauw UniversityAlumni Engagement & Development**Associate >> Director for Analytics*​ >> >> *Support The Fund for DePauw - Impacting students who impact the world. >> <http://www.depauw.edu/give>* >> >

Same! I'm hoping we do not switch. Siobhan Lidington Director of Annual and Individual Giving Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu w. (203)773-8519 On Thu, May 30, 2019 at 6:50 PM Monica Jorgensen <monicajorgensen@depauw.edu> wrote: > Heidi, > > I’m following this discussion. We have slate for admissions and there’s > been rumblings of adding an advancement module for us too. I’d be > interested to know what others are saying. > > Thank you, > > Monica > > On Thu, May 30, 2019 at 6:04 PM Heidi Jewell <HJewell@collegeofidaho.edu> > wrote: > >> We recently (within the last couple of years) moved our admissions >> department to Slate CRM. There has been some chatter about moving >> development/advancement to that CRM as well. I know it is new(er) in the >> >> >> >> I’m just looking to chat with an institution who is currently using it to >> ask questions, etc. >> >> >> Thank you! >> >> >> >> [image: ES_Jewell] >> >> >> > -- > > > > *Monica JorgensenDePauw UniversityAlumni Engagement & Development**Associate > Director for Analytics*​ > > *Support The Fund for DePauw - Impacting students who impact the world. > <http://www.depauw.edu/give>* >

Sharing my email from last summer. Hope it helps! From: Roberts, Dina K Sent: Thursday, June 14, 2018 4:30 PM To: fundsvcs@LISTSERV.FUNDSVCS.ORG Subject: RE: [FUNDSVCS] Slate- CRM platform All, Having worked with a number of platforms, I was surprised to read some of the Slate for Advancement concerns. I reached out to my colleague who was instrumental in Wofford’s adoption of Slate for Admission and worked alongside our Advancement Services Director on our conversion last summer to Slate for Advancement. He provided the following comments that I thought might be helpful. See below. I’m sure he would be happy to talk to anyone who has additional questions. ________________________________ From: Ruff, Raymond H Sent: Thursday, June 14, 2018 3:23 PM To: Roberts, Dina K Subject: RE: Slate for Advancement Good afternoon, everyone! We, at Wofford College, have been using Slate for Advancement for just under a year now. At our go-live on July 1, 2017, we wanted to make sure we had feature parity with our legacy system, Banner Advancement. We were able to do that and start with some extra features that Banner Advancement didn’t offer like robust event management, full communications (email/text/postcards/letters), web forms, and self-service query capabilities. Since our go-live, we have been working to take advantage of the many other features that Slate for Advancement offers. The flexibility of Slate is unmatched and allows for Slate to function in the way that your advancement office needs to function… not the way the software requires you to function. I understand it was mentioned that Slate for Advancement is just an admission system re-labeled with advancement terms… Slate is a true CRM. While it was initially built for admission, a great deal of the functionality does indeed work for both advancement and admission and really doesn’t need to be updated – constituent tracking, travel management, event management, communications, forms, and many others. Much of the rest of Slate’s look/feel is all in how you set it up. Off the top of my head, there is nothing in our instance of Slate that looks or feels like admission… it’s all in how you build it. If you would like to talk further, or see our implementation of Slate for Advancement, just let me know. Thanks! Raymond Raymond H. Ruff, III | Director of Constituent Management Systems and Process Improvement | Wofford College | 864.597.4171 | wofford.edu<http://www.wofford.edu/>