EverTrue

EverTrue

par EverTrue

Qui utilise EverTrue ?

La solution d'avancement qui assiste les établissements scolaires et les collecteurs de fonds pour les soins de santé avec une surveillance de l'engagement social, la segmentation des donateurs, etc.

Description de EverTrue

EverTrue est une plateforme logicielle d'avancement qui soutient les efforts de collecte de fonds dans les établissements d'enseignement. Optimisée par les données institutionnelles et les informations tierces, la plateforme EverTrue fournit un accès rationalisé aux données des donateurs pour aider les centres d'avancement à mobiliser plus efficacement les parties prenantes et à optimiser le potentiel de don. La plateforme EverTrue améliore les résultats de toute l'équipe d'avancement grâce à des produits ciblés pour les relations avec les anciens élèves, les dons annuels, la recherche de prospects et les responsables des cadeaux.

Informations sur EverTrue

EverTrue

http://www.evertrue.com

Fondé en 2010

Prix de EverTrue

EverTrue n'est pas disponible en version gratuite et ne propose pas d'essai gratuit.

Version gratuite

Non

Essai gratuit

Non

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

EverTrue - Fonctionnalités

Logiciels de collecte de fonds
CRM
Don récurrent
Dons par SMS
Découverte de donateurs
Gestion des abonnements
Gestion des bénévoles
Gestion des campagnes
Gestion des donateurs
Gestion des dons
Gestion des enchères
Gestion des promesses de don
Gestion des subventions
Gestion des événements
Gestions des anciens élèves
Suivi des contributions
Traitement des paiements
Communautés de membres
Comptes de membre
Gestion de site web
Gestion des abonnements
Gestion des collectes de fonds
Gestion des listes
Gestion des événements
Portail des membres
Publication d'offres d'emploi
Répertoire de membres
Don en ligne
Don récurrent
Dons par SMS
Gestion des campagnes
Gestion des donateurs
Gestion des dons
Gestion des promesses de don
Gestion des reçus
Gestion des événements
Suivi des dons
Traitement des paiements
Gestion de l'aide financière
Gestion des admissions
Gestion des collectes de fonds
Gestion des enseignants et du personnel scolaire
Gestion des logements
Gestion des programmes d'enseignement
Gestion des évaluations
Gestions des anciens élèves
Informations sur les étudiants et dossiers scolaires
Planification
Portail étudiant

Avis sur EverTrue

Afficher 5 avis sur 61

Note globale
4,8/5
Facilité d'utilisation
4,8/5
Service client
4,9/5
Fonctionnalités
4,6/5
Rapport qualité-prix
4,6/5
David R.
Senior Director Business Intelligence, Analytics and Data Services
Enseignement supérieur, 10 001+ employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 21/05/2019

"New frontier for Data and Volunteers"

Commentaires: Overall, we are extremely happy with EverTrue. We feel that we get allot of value for the investment in the platform. Our customer success manager has been wonderful and has kept us engaged with everything that is happening.

Avantages: A single platform for our prospect research, Annual Giving and volunteers to access a rich set of data. Continually evolving the platform and adding new features. Daily syncing of our data. Opportunity to review and see engagement data with Facebook. This was a set of data that we didn't know we really needed, and now that we have it, it has really become a core part of our data set.

Inconvénients: We really don't have many cons in terms of the core platform, other then our desire to have APIs available for data exchange. It is supposed to be a part of their roadmap. We had also used their Directory, and it was really wonderful have a single platform for all these Alumni tools. They are no longer providing that capability, so that is disappointing to have to work with another vendor.

  • Provenance de l'utilisateur 
  • Publié le 21/05/2019
Ryan M.
Prospect Development Analyst
Enseignement supérieur, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 29/05/2019

"3 Things That Changed How We Work"

Commentaires: I have been working with EverTrue for more than three years. In that time, I have always felt like a priority when I encounter issues. I have a voice that is heard, regardless of the size of my institution, and that makes it worth my time to maximize our usage of the platform. Creating a great tool and fostering a culture of constant improvement keeps them relevant in the industry; investment in the customer relationship makes them valuable to us.

Avantages: Consumption: Databases are built to store information extremely well but not make it easy to access quickly or intuitively. You have to learn another language of form acronyms to get at basic information. Using EverTrue has allowed us to transform data consumption by putting constituents in a context that is relevant. Users can see who they are, where they work, and their relationship with us alongside real-time info from third-party sources that we could simply not catalog efficiently. Collection: We make a great effort to keep our data clean and up-to-date, but people change faster than we can work. Our greatest sources of information are the frontline fundraisers. People inadvertently fill in gaps in conversation and EverTrue helps us capture those updates by reducing barriers. We empower anyone who interacts with constituents to help keep connected by retiring old data and suggesting updates through the platform. This further reinforces the value of having one main software destination from which to work. Communication: Gone are the days of submitting forms or writing emails with context to make sure we are talking about the same person. We take all communication that doesn’t need to be preserved to EverTrue’s comment functionality. It works like social media but without the awkward relatives filling up your feed. Tag a coworker on a profile and exchange ideas on how to engage that constituent. Share a link to a timely news article so they have it for their donor visit

Inconvénients: There are the small quality of life things that detract from the user experience at times. You lose your spot in a list if you select a profile. You can avoid the issue by opening each profile link in a new tab in your browser, but that does take away from the seamless nature of the platform. I have had users confused by the default terminology on the platform when it doesn’t match our established norm. Solicitation codes in EverTrue are known as exclusion codes to everyone in the office. Our actual solicitation codes reference appeal coding. This was sorted out, but worth noting as it was an adjustment.

  • Provenance de l'utilisateur 
  • Publié le 29/05/2019
Don H.
Director of Planned Giving/Senior Stewardship Officer
Gestion de l'enseignement, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 09/06/2020

"Evertrue Review"

Commentaires: It is a helpful tool in the office and outside the office with the mobile app. A wonderful reference and full of helpful tools to assist in the Planned Giving and Donor based arena.

Avantages: Evertrue is a wonderful tool to keep in touch with our donors. It's easy to use and Evertrue is adding very helpful features frequently. It's also very helpful with the mobile app. I have found it to be a worthwhile tool for me in my office as well as when I am traveling visiting donors. I also like the fact that with the Comments section I can include team members in the loop so the team knows who has been contacted when they have been contacted and the nature of the conversation. Get this program, it's well worth the money.

Inconvénients: At first, it was somewhat overwhelming to navigate but now has become like a trusted friend both in and out of the office.

  • Provenance de l'utilisateur 
  • Publié le 09/06/2020
Utilisateur vérifié
Assistant Director
Collecte de fonds, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    3/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    4/10
  • Provenance de l'utilisateur 
  • Publié le 28/05/2019

"Evertrue"

Avantages: Ease of use. Everything is in one place from prospecting to execution of visits to stewardship.

Inconvénients: Evolution of service. As the company has gotten bigger, the early adopters have been left behind a bit.

  • Provenance de l'utilisateur 
  • Publié le 28/05/2019
Ryan B.
Assistant Vice President University Development and Alumni Relations
Enseignement supérieur, 1 001-5 000 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 01/04/2019

"Changing the way Advancement Offices interact and use data"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 01/04/2019