Bonterra Development + Digital Erfahrungen

Diving in to a new partnership!

Kommentare: We've been quite pleased to date with all of our interactions and when problems or deadlines have moved - the EA team has worked with us to ensure we meed our organizational goals.

Vorteile:

Our organization had been with a Blackbaud product for many years and were challenged in ease of use and functionality. We were excited to find all of the assets as part of EveryAction that would allow us to engage with our donors, advocates, pet passionate people and pet parents in a very different way. As of now - we are smack in the middle of our data conversion. It is not without some pain points but that is absolutely expected in any conversion. But, I've been impressed with the quality of customer service, availability and commitment of the EA team to getting it right. As of now - I'd absolutely suggest exploring their tools and their team! We've been most happy!

Nachteile:

We are not deep into usage to be able to honestly answer this questions. We do know we one of the negatives in the selection process was the inability to embed video in outbound emails. But we understand many clients are requesting this option and are working hard to roll out that tool soon!

A Must Have Platform

Kommentare: Overall it is an excellent and essential functional tool that our organization could not operate without on a daily basis. It provides numerous options and we have integrated it into every piece of our membership management and listserv outreach.

Vorteile:

It is a very well setup platform for internal and external use when it comes to recruitment, membership management, event building, phone banking, and the email outbox scheduled and response systems.

Nachteile:

Occasionally some of the more nuanced features do not work. For example the social media integration function does not work at all. Likewise there can be some nuance that gets tricky when uploading information from social media back into the database.

Not for small nonprofits

Kommentare: I have used this platform for over 5 years while working at a small nonprofit of 7 staff. Building lists for communications seems to work fine for my colleagues and me, but retrieving donor data that is useful and relevant is either awkward or impossible with this platform. Yesterday I actually did simple algebra on pen and paper to get the relevant comparisons I needed to provide a board member with requested data. As the only fundraiser at my organization, I have limited time. I tried to find how to get a 3-year donor report recently and found I could not get that information in a way that was useful. This should be a simple report that is easily applied to all donors. Instead, the best one can do is get a PDF of gross change over the past two years plus the current year. It is possible that I could get more of what I want given time, but small-shop fundraisers don't have two weeks to be constantly calling customer service and experimenting with the DMS. Given what I know about the information my board members currently want, I would never pick this platform. If you are a fundraising staff of one, beware.

Vorteile:

This platform is reasonably priced and customer service is usually prompt.

Nachteile:

Difficulty retrieving data requested by board members, staff, and consultants.

Great comprehensive product

Vorteile:

EveryAction is a one-stop shop for managing your development operation across individual donors, online giving, email solicitation, and grants management.

Nachteile:

Setup and learning the powerful tools can be overwhelming at first, but with time spent using the application and in EveryAction's library of help articles and recorded videos, you can quickly become an expert user.

Unite Oregon's Review

Kommentare: The data migration went smoothly and the staff was a pleasure to work with. The help support team is always very responsive and helpful and ready to teach our admins how to better use the tools available.

Vorteile:

The online forms, especially the advocacy forms and how those allow our staff to find an updated list of elected officials to add as targets.

Nachteile:

The surveys functionality does not allow for open-ended survey questions, which our staff needs because we rely heavily on qualitative data. It would be very helpful to be able to create and then analyze within EveryAction open-ended survey questions.

EveryAction's features increase our response rate to user surveys and other email campaigns

Vorteile:

EveryAction has given our organization a polished and professional look to our outreach and communication. My team uses EveryAction weekly for email campaigns to send newsletters, surveys and other communication to targeted groups. It integrates with our project management system seamlessly by assigning each new applicant that comes through our system, a unique code that then creates an email list based on that applicant's profile. We have noticed a big increase in user responses to our forms and surveys by using EveryAction.

Nachteile:

I wish EveryAction had the ability to apply logic to questions when building forms. Because the forms do not, we've had to use other form builders like google forms or survey monkey.

Bonterra Development + Digital

Vorteile:

Bonterra Development + Digital is a high-value product that is also user-friendly and intuitive. Embracing its functionalities has helped us improve productivity and increase revenue for the organization.

Nachteile:

There are certain limits to the capabilities of Digital. We've found that wanting to customize pages or functionalities to meet our needs is often not doable or is very time-consuming and expensive.

EveryAction is great for Advocacy nonprofits that want an all-in-one solution

Kommentare: Great team to work with to get started. I wish they had a customer support team that was available via chat or phone. It sometimes takes a little bit before you get a question answered.

Vorteile:

I love that the CRM is used both in advocacy and email marketing seamlessly. It's easy to put together lists to send emails to and the advocacy tools are as good as any I've come into contact with.

Nachteile:

The report functionality is good, but not yet great. They sometimes have limits on the types of fields you display or pull from. But this rarely is a problem.

Experience with Bonterra

Kommentare: Provides good function and has lots of features. However, learning it is difficult and HELP is lacking. Positioning graphics so that you get consistent spacing is difficult. There is ZERO help explaining how to prepare and position images, so it's all trial-by-error. Editing screens don't scroll completely. OTOH, it does a great job on reformatting for mobile.

Vorteile:

Allows us to send out newsletters and alerts to members, store our member information. Also works VERY well to let us send out alerts people can click on and generate an email to their representative.

Nachteile:

Very obtuse and hard to learn for a volunteer organization. "help" included in the product is minimal and uses terminology without explaining it, which makes it hard to learn/teach.

Wonderful!

Vorteile:

Easy to use. Web-based - Not hard to integrate The onboarding/donor transfer team took care of most of the trouble for switching

Nachteile:

This is a tech-heavy CRM compared to it's competitors. There is a learning curve, but once you get the hang of it there is no desire to go back to older software.

Great Advocacy Tool

Kommentare: Overall it's been a better tool compared to past systems used.

Vorteile:

The integration of multiple components, fundraising, volunteer management, communications, advocacy, etc., make it simple to get a snapshot of each member in one location.

Nachteile:

While the system is highly customizable this too can become stressful and burdensome. Online help tools are good but not the best solution when trying to maximizing usage. The system has its limitations like any other and could be more user friendly. The initial Onboarding should include more extensive training and not just at the beginning.

Bonterra Development

Vorteile:

The trainings are useful to use when needing to refer to.

Nachteile:

Some videos need to be updated and reflect new system changes.

IndivisibleHoCoMD use of EveryAction

Kommentare: I find the overall use of this product positive. We have been able to put our many emails both weekly, bi weekly and monthly. Overall, our users like the emails and generally respond.

Vorteile:

We are able to segment publications to specific voting areas. This helps keep our responses positive and limits communicating with others. I think it has directly helped our reader response rate. Sign up forms had a direct impact on our meeting planning. The drag and drop editor along with the email source is easy to use once you have tried it a few times. It is easy to understand the new features, as well. I find the color options and organization tools very effective for reader response to our emails.

Nachteile:

When you need to find a tool, sometimes it is cumbersome since the product offers so much that it is almost impossible to find the item. I have spent a lot of time scrolling through the Help from EveryAction to find answers. When adding photos to the emails, it is timely to scroll through all the other photos and find the one you added. It would help to be able to delete or archive some of the earlier pictures. I have to preface this comment as we are delegated the package from Indivisible.org. And have found some tools were not in that packaging.

An extensive and versatile tool!

Vorteile:

We love how extensive EveryAction is. We're able to build extensive profiles for donors, volunteers, and supporters and create highly segmented lists as a result. There are so many tools to use, from reports to analytics, to phonebanks. We're excited about the development of automations and would love to see an option to include steps like texting or removing activist codes as well based on meeting search criteria. The interface is quite intuitive and easy to learn the more time you spend with it!

Nachteile:

I wish there were ways we could better integrate with google sheets, for example when someone submits a form on EveryAction we could send the info to a google sheet (besides ticketed events) or have the capacity for us to use a tool like Zapier. It's sometimes difficult to know how we could get more in-depth advice over the phone or zoom from EveryAction. Also the add-ons get quite pricey!

EA is user friendly, built for activism, and a "work in progress".

Vorteile:

At Resource Generation we appreciate how user friendly EveryAction is to navigate. Our full staff and many of our member leaders need to use the system to move their work forward, and that hasn't been possible with other systems. EveryAction also uses the language of in person and online organizing throughout its systems which is helpful from a functionality and user adoption standpoint. The values alignment also means the kinds of functions that are built prioritize justice frameworks, such as selecting preferred gender pronouns.

Nachteile:

EveryAction is a newer database, and new functions that you might expect to already exist are being built all the time. One example is responses to online forms formerly going directly into a contact record as notes, which is now an optional function. So expect there to be some growing edges for the system. That said, the support team is good about acknowledging what is being built and communicating and mitigating the impacts for users where possible. This is primarily why I scored lower on "Features & Functionality".

Great All-in-One CRM!

Kommentare: I love the system and couldn’t dream of using anything else. It’s very user friendly and helps our organization collaborate between departments with ease!

Vorteile:

My organization uses Everyaction as our CRM. They have recently made some upgrades so now we are able to house all of our fundraising, volunteer management, and digital communications in one system. They also have some cool twitter and email integrations that make it really easy to create online actions for people to take and helps us engage our volunteer base more effectively.

Nachteile:

It can sometimes be hard to get tech support from the company.

Better than NationBuilder

Kommentare: Easy and simple creation of signup forms and donation pages, powerful email tool for our newsletter.

Vorteile:

We switched to EveryAction from NationBuilder and absolutely love it. The user interface is sleek and modern, and its very easy to query based on dozens (hundreds?) of filters, actions taken, demographics, etc. We also use the email tool to send out our newsletter and can quickly and easily make donation & signup pages.

Nachteile:

There's not much I don't like about EveryAction. I wish the email templates were built out a bit more, but that's really it.

Excellent tool for managing donor data for large non-prof organization

Vorteile:

The implementation team was absolutely fantastic. Being able to manage multi channel donations such as direct mail and online, major donor data, grants, and reporting data all in one place is a game changer.

Nachteile:

The variety of choices can be overwhelming, and sometimes support tickets are answered by more junior staff (so can be less accurate). Pipeline documentation is really not good, API could use significant revamp as well.

EveryAction is the only database that I recommend for solid fundraising practices

Vorteile:

I have used NGP & EveryAction during just about every iteration of my career--for all clients when I was president of my fundraising firm, and now with our state affiliates at LCV. From a fundraising perspective, it doesn't get better than EveryAction. It allows digital fundraising and advocacy to happen effectively in the same place as major donor fundraising, tracks actions, events, etc. Fundraisers can manage call time, set next move tasks, and log all fundraising activities in a smooth and efficient way that helps build for long-term and enduring relationships with the organization.

Nachteile:

Over the years there have been bugs, issues with duplicates or other technical issues, but the EveryAction team go out of their way to make sure they troubleshoot and solve these issues.

I have used several CRMs and EveryAction is the most powerful and easiest to use, by far.

Vorteile:

There are so many features of EveryAction that are exceptional. My favorite feature is the list builder. You can easily create a list of constituents and then run a report to access whatever data you need, all in seconds. Next, EveryAction has so many available fields - it is extremely flexible and easily accommodates your needs. Third, the support at EveryAction is fantastic - they are constantly improving the product and adding features my team suggests. Finally, I have never used a CRM that so easily allows for import and export of data.

Nachteile:

There is a learning curve when it comes to direct mail plans and reports. However, there are very helpful tutorials on the EveryAction website to facilitate this.

This software has been great for us...much better than the program we were using before.

Vorteile:

flexibility of reports, ease of entry of data, identifying donor information good. household info good...

Nachteile:

ability to use certain fields, frustrations with tech support, line is busy frequently would like to be able to schedule an appointment for help. Upgrade was very difficult and information from support not as helpful as it should have been.

This software is powerful but easy to use. Great customer support as well.

Kommentare: Tracking contributions, compliance.

Vorteile:

I like how intuitive it is to use. It is fast, easy to navigate, stores tons of important data, and makes my job a lot easier!

Nachteile:

I would love if it was a little easier to customize, but overall a great product and highly recommended.

Great Customer Support, Very Solid Tools

Kommentare: It was such an improvement over our previous system!

Vorteile:

I like how easily I can get in touch with EA's support. I also like how solid the various tools are - very little bugginess, which is a huge upgrade from what we used before.

Nachteile:

The reporting can get a little confusing. Certain data is available in certain types of reports and not in others.

EveryAction has revitalized our donor management!

Vorteile:

It is so simple to use. Searching for donor data and running reports is a cinch. Also love having mass communication and tracking in the same system. The online forms are simple to setup and are very robust.

Nachteile:

Support can sometimes take awhile and doesn't always give in depth solutions. The more advanced tools are a bit out of our budget.

EA review

Vorteile:

It houses our donor management/stewardship and our digital needs in one CRM. Changes are being made to reflect the needs of the client. Workshops and robust help docs Relatively easy to use

Nachteile:

Some of the donor management/stewardship functionality is lacking but many of the issues are being resolved through updates.