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Agilon One Donor CRM
Was ist Agilon One Donor CRM?
Die webbasierte Lösung für Spenderverwaltung und CRM unterstützt mittlere bis große gemeinnützige Organisationen dabei, ihre Spendenaktionen auf die nächste Stufe zu bringen. Ein komplettes Spenderverwaltungssystem mit integriertem Online-Spenderportal und E-Marketing. Die ONE-Suite von Modulen von Agilon teilt Informationen nahtlos und verwaltet den Workflow, um die Ergebnisse deiner Spendenaktionen zu verbessern.
ONE erhöht die Effizienz bei der Verwaltung von Beziehungen, Beiträgen, Mitgliedschaften, Veranstaltungen, Kapitalkampagnen, Verantwortung und mehr.
Wer verwendet Agilon One Donor CRM?
Bedient mittlere bis große Unternehmen, die komplexe Spenderbeziehungen verwalten müssen. Typische Kunden haben zwischen 30.000 und 1 Million Datensätze in ihrer Datenbank.
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Agilon One Donor CRM
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Bewertungen über Agilon One Donor CRM
AQHA Review of Agilon One
Kommentare: Very satisfied with the Agilon One Donor CRM. The team at Agilon have been working together for many years and have been good partners with our organization.
Vorteile:
The support staff at Agilon go to extraordinary lengths to enable your desired use of the product.
Nachteile:
A little rigid in terms of interfacing with other packages.
Agilon One Review
Kommentare: Seamless integration with our financial system. This was a once a month manual process with our previous system. And the most important piece is the customer service we receive from the Agilon staff they are always prompt, knowledgeable and easy to work with when you call with questions. Always helpful in suggesting different ways to accomplish your goals.
Vorteile:
The flexibility of the system. One was written for colleges and not for other non profits but we are able to adjust the look and feel of the system to meet our needs.
Nachteile:
All report writing has to been done on a higher level there is no way for daily users to create on the fly reports.
Review
Kommentare: We are successfully sending emails that can be created and/or duplicated quickly and easily. Training others on the system is simple.
Vorteile:
I mostly use the software for creating emails. I enjoy the ability to create email templates so we don't have to start from scratch every single time on an email. I occasionally use it to look up donor information.
Nachteile:
The email production software is a little clunky. It is frustrating that the page doesn't move with the user (the WYSIWYG tool bar) and dropping images into place can be a challenge. I also noticed when accidentally using "cntrl+S" to save, I lose all of my work and the page freezes. Please fix that! The email reports are also very cumbersome to look up when you have to know what date the email was sent to enter a range before you even can see the data.
Antwort von Agilon
vor 6 Jahren
The HTML editor area should auto-fit the size of your content when you open the email edit page. You can also expand the area to any size desired by clicking and dragging the lower right corner of the editor area. With drag-and-drop images, you can right-click and copy an image, then place your cursor where you want the image to be and right-click and paste (or CNTL-V) to place the image there. The CNTl+S key combination activates the web browser's HTML page save function, which doesn't save your email content. Pressing the Enter key will save your data on any page. We'll research to see if we can catch the CNTL+S key combination to avoid this problem in the future. For reporting, if you click the Campaign Reports icon on the Campaign Dashboard or the Campaign Details screen, the Report From date will be default to the first day the campaign ran and the end date will default to the current date.
Agilon - is this software for you
Kommentare: I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable.
Vorteile:
The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have. They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow.
Nachteile:
If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own. Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense.
Agilon Review
Kommentare: Overall, I really appreciate Agilon and it's capabilities. It is the best database software I have ever used, in spite of the anomalies I find from regular use. I would definitely recommend it to any large organization.
Vorteile:
I appreciate the amount of data Agilon is able to catalog. As well as the structure of the interface. It is easy to read and to sort through, especially related to multi-year giving patterns, funds, etc.
Nachteile:
It is clunky. It takes a long time to sort between donors and to add multiple-similar Contact Reports/Proposals. I have found that I can create one "large" proposal for Board Members and add multiple donors to have proposal, but that is not very accurate. My example is as follows: 20 Board Members are invoiced for Dues ($1,500/BOV Member) totaling $30,000 - Rather than create one proposal "Invoiced for 2018-19 BOV Dues of $1,500" and copying that to multiple IDs, I have to create one $30,000 proposal and add multiple donors. In essence, it is the same, but I can see how that would get confusing down the line as no single member was solicited for $30,000 I have found similar inefficiencies with Contact Reports for multiple donors.
