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Advancement Teams at Educational Institutions and Healthcare Fundraisers

Notes moyennes

60 avis
  • Note globale 5 / 5
  • Facilité d'utilisation 5 / 5
  • Service client 5 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite 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

Informations sur l'éditeur

  • EverTrue
  • http://www.evertrue.com
  • Fondé en 2010

En savoir plus sur EverTrue

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.

EverTrue - Fonctionnalités

  • 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 la liste de diffusion
  • Gestion de site web
  • Gestion des abonnements
  • Gestion des collectes de fonds
  • Gestion des événements
  • Portail des membres
  • Publication d'offres d'emploi
  • Répertoire de membres
  • Base de données de donateurs
  • Dons en ligne
  • Dons en nature
  • Dons jumelés
  • Dons par SMS
  • Dons récurrents
  • Gestion des bénévoles
  • Gestion des cadeaux
  • Gestion des campagnes
  • Gestion des promesses de don
  • Gestion des subventions
  • Gestion des événements
  • Reçus et relevés
  • Suivi des dons
  • Gestion de l'aide financière
  • Gestion des admissions
  • Gestion des aptitudes et du personnel
  • Gestion des collectes de fonds
  • 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 les plus utiles sur EverTrue

3 Things That Changed How We Work

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

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.

Highly recommend EverTrue

Traduire avec Google Translate Publié le 07/03/2019
Suzanne R.
Director of Prospect Research and Strategy
Enseignement supérieur, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

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