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DonorPerfect
Description de DonorPerfect
Les organismes à but non lucratif collectent 20 % de fonds supplémentaires au cours de leur première année d'utilisation de DonorPerfect. C'est une solution complète pour la collecte de fonds. Gérez les dons, les contacts, les factures, le reporting, les e-mails et les initiatives de collecte de fonds à partir d'un seul système. Regroupant des dons mensuels automatiques, des formulaires intégrés de dons en ligne, des rapports standard et personnalisés, des e-mails Constant Contact, gestion des enchères et un réseau de solutions partenaires intégrées, DonorPerfect est idéal pour les organisations de toute taille.
Qui utilise DonorPerfect ?
L'éditeur aide aussi bien de petits organismes à but non lucratif en pleine croissance que de grands organismes internationaux comme l'UNICEF. La plateforme web de DonorPerfect peut évoluer pour répondre aux besoins des organismes à but non lucratif de toutes tailles.
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DonorPerfect
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Affordable, lots of great features, detailed reporting
Commentaires : The overall experience is great, the customer service representatives are always friendly and helpful via chat and phone.
Avantages :
DonorPerfect has a simple and intuitive interface. I like that it has comprehensive options for gift processing, online forms, receipts, and default reports I never thought that I would need. I also like the Constant Contact integration to make sending out email blasts easier, along with other 3rd party platform integrations. It’s also relatively affordable compared to some of the more robust CRMs out there, which is great for small and medium sized nonprofits. One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry. The default gift settings allow you to enter a large batch of donations at once, saving both time and ensuring accuracy. DonorPerfect is also constantly working on fixes and new features.
Inconvénients :
Some changes I would like to see implemented in DP include: •The ability to use Global Update to delete or update Flags. •Streamlining some tedious processes that require too many clicks and fields to fill out. •The ability to merge duplicate codes like solicitation, general ledger, flags, etc. •The ability to edit default DP reports, since sometimes the default formatting is often not usable to us. •I would like to see a main profile field called “Status” and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed” and the only field for us to mark it is the “Do Not Mail Reason”. •We have not switched over to the new Online Forms module yet because the new forms don’t have all the features of the Classic Online Forms. We also have several dozen active forms, and if we are not able to easily convert our current Online Forms to the new version at some point it will be very tedious and time consuming to redo all of them.
Customer service is fantastic
Commentaires : been pretty good- a few of the people when you call in dont know what they are doing but I can usually get someone who does!
Avantages :
Your customer support - they management team is so helpful
Inconvénients :
the reports and how un - user friendly the filters are
Very robust program but difficult to use at times
Commentaires : DP is a great program and has a lot of different options. I have found the sales department to be very lackluster in responding to different issues. We have gone through some staff changes recently and although the reporting function is very robust, it is difficult to learn so we are having to call DP all the time. Customer service is very easy to deal with.
Avantages :
It's very extensive program and has a lot of options
Inconvénients :
The reporting function is not very user friendly
Alternatives envisagées précédemment :
Donor Perfect is checking all the boxes for us
Commentaires : After only a month of using DonorPerfect, we are still finding additional features that will help in our fundraising efforts. Overall, our experience with DonorPerfect has been excellent. By using DonorPerfect, all of our system platforms are integrated in one place and all donor interactions is recorded within the system. We also can see that DonorPerfect will be helpful in time management.
Avantages :
Our reason for switching to DonorPerfect is that is has helped us move all our components for fundraising into one product. By using DonorPerfect, all of our system platforms are integrated in one place and records all donor interaction within the system. Previously, our email & text communications were not recorded in the donor system. We also like the "scheduled donor outreach" which appears on the Home screen. Using Donor Perfect has removed the duplicate entry of data which saves time and reduces data entry error.
Inconvénients :
Using the Chat Feature sometimes takes awhile before someone logs into the chat to help us. In addition, because of the difference in time zones, we find that the window of time for us to receive help can be challenging. However, with that said, the DonorPerfect team has been helpful in resolving any issues we are having as we learn the system. The Receipting function feels a bit "clunky" at times but we are learning to work within the system.
Alternatives envisagées précédemment :
My (Brief) Experience With DonorPerfect
Commentaires : It's early days on my experience, but I'm satisfied so far.
Avantages :
It's much better than my previous CRM. So far, I find it easy to use and worth the investment.
Inconvénients :
I'm still trying to figure out the best way to organize my data fields.
