Salesforce Education Cloud vs. Slate for Admissions

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

Overall, [Technolutions] Slate has been an incredible CRM for our institution. It was easy to learn, and it does its job well. The ability for students to log back into a portal and see their application digitally has saved our staff a lot of time and effort. Previously, we had a web based application that didn't allow for applicants to be actively engaged in their application files and [Technolutions] Slate solved a real problem for us. It's affordable, intuitive and effective.

Incentivized

• 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

• Managing contacts.
• Smart communications (drip email campaigns).
• Real-time data management.
• End-to-end control of product (or instance of).
• Allows for easy to implement segmentation via smart rules and queries (data sets).

Incentivized

• 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

• Doesn't automatically advance to the next application in the queue once one application is processed
• Doesn't allow an easy view of other queues to see what is coming down the pike
• Doesn't allow users to copy email of applicants

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

Incentivized

While some features are incredibly intuitive and easy for most users to use, there are other features that essentially require coding experience to understand. The features that seem more difficult than others are queries and reports (especially configurable joins queries) and some of the conditional logic within emails and print mailings. Additionally, implementation will definitely require dedicated IT folks for at least a year (or more).

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

While I do wish they had actual representatives that we able to come to you for trainings for implementation and new users, I understand that a big draw is the money that is saved by instead investing in knowledgebase, which is it's online tutorials for different functions of Slate.

Incentivized

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, by Technolutions, is so much more powerful and easier to use than Banner. While we still use Banner for our current students, it wasn't enough for what we needed to do to reach our prospective student population. Especially with the communication options, Slate is lightyears ahead of what is possible with Banner.

Incentivized

• 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

• Helped us recruit some of our largest classes in university history
• Easier user interface so multiple departments using one platform
• Easy to generate reports based on specific criteria

Incentivized