Best Practices for Cadence and Slate

A reference guide created from experience-based feedback

The combination of two best-of-breed solutions has allowed our clients to maximize their efficiency and engagement. Slate has taken the CRM market by storm but might not answer all of your text messaging needs. These first-hand accounts from institutions that leverage both tools will provide you with helpful insights to apply to your own operations.

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What you'll learn from this document:

  • The unique benefits of using both Slate and Cadence
  • The difference between Slate's texting feature and the Cadence texting platform
  • Best practices that allow you to get the most out of having two great solutions


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