Wer nutzt diese Software?
Advancement Teams at Educational Institutions
Durchschnittliche Bewertung20 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Mobile - iOS Native
24/7 (Live Vertreter)
Support währen der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2010
EverTrue is a leading advancement software platform that supports fundraising efforts at educational institutions. Powered by institutional data and third-party insights, EverTrue provides streamlined access to donor data to help advancement offices more effectively engage constituents and maximize giving potential. The EverTrue platform improves results for the entire advancement team through targeted products for alumni relations, annual giving, prospect research and gift officers.
- Donor Discovery
- Gift Matching Management
- Mobiles Spenden
- Tracking von Beiträgen
- Wiederkehrende Spenden
- Fakultät- / Personalmanagement
- Studenteb-Information / Aufzeichnungen
- Verwaltung der finanziellen Hilfe
- Anpassen von Spenden
- Mobile Spenden
- Quittungen / Auszüge
- Wiederkehrende Spenden
Die hilfreichsten Reviews für EverTrue
Bewertet am 7.3.2019
Highly recommend EverTrue
Kommentare: EverTrue is a valuable contribution to our decision support systems. Their customer success team is without parallel, extremely responsive and always gracious. I highly recommend EverTrue.
Vorteile: The EverTrue team continues to enhance the software with features requested by their clients, and works closely with the clients in implementing the new features. Additionally, they have sought our advice and input while beta testing new modules. The software has enabled us to easily segment our cumbersome CRM system while providing an accessible interface for our gift officers to enter contact reports and plan trips. The most recent enhancement provides an interface for users to suggest biographical updates to data management staff. This is an excellent feature that promotes data integrity. Being able to segment using LinkedIn data provides unique added value. The ability to map search results is an excellent feature, especially the ability to incorporate a radius.
Nachteile: While the software doesn't allow segmenting using full Boolean logic, the EverTrue team has developed methods for combining segmenting results into lists that automatically remove duplicate results. The software was initially developed for use with iOS devices, but the app has not kept pace with the features offered by the web version.
Bewertet am 1.4.2019
Changing the way Advancement Offices interact and use data
Kommentare: From the first sales meeting to the last call during the four-week implementation, EverTrue partners with you at your pace. Having worked with many sales and implementation professions, this was a very refreshing experience. The company has not only developed (and continues to improve upon) a solid platform; its employees are passionate, thoughtful, and committed. As the head of Advancement Services, I oversaw the initial set up, training, and finding the key points to measure ROI. Setting up the integration between Banner Advancement and EverTrue was straightforward and well documented. Training with our Customer Success Manager, Caroline, was a solid launching point for our gift officers and alumni relations team. We have almost 100% adoption with users loving the trip planning data and the ability to segment thoughtfully and intuitively.
Vorteile: The New School's engagement with the platform is office-wide, Information Services uses EverTrue to capture employment updates from the LinkedIn integration and Eventbrite registration. Officers also use the native functionality to notify Information Services when they discover new information. Prospect Development has uncovered new prospects through creative segmentation available and find the list functionality an easy way to organize their work. Gift Officers conduct their own prospecting prior to a trip which is made easier via the mobile app and the mapping functionality.
Nachteile: I do not have many criticisms of the EverTrue outside of the ability to be able to filter on all available fields within the platform. You are limited by the predefined set for searching as well as display. An example is "Last Interaction Date." I would like to this to be a column that displays so I could prioritize my outreach.