Likelihood to Recommend ResearchPoint is well suited for Prospect Research, especially if the user has Raiser's Edge as their main database given its integration capabilities with qualified data; however, it is not necessary. I used the Target Analytics product that came before ResearchPoint (The Researcher's Edge) as a stand-alone prospect research database for about a year. For small shops that do not have a prospect researcher or prospect research team, it could even be used by gift officers looking for new prospects or for wealth data on their known prospects. Once systems are in place, the content is fairly intuitive and easy to navigate. The product is really a one-stop-shop, find prospects, wealth screen them, verify the data (the product saves you time by verifying a lot for you already), sync your findings to The Raiser's Edge, and if you'd like, export or print a professional-looking profile to a .pdf for your president or gift officer.
Read full review The OneCause auction platform works well for events of seemingly varying sizes (we are a mid-sized organization, but it seems to scale well). You can run a variety of things within the platform (live auction, silent auction, fund appeal, raffle, etc.), but one should be aware that there are limits to the software and we were forced to worked around these limitations.
Read full review Pros Address Updates - starting at the basics, the Target Analytics products allow you create a firm foundation for the data in your system. Data Hygiene - taking it a step further is creating and updating data on an individualized basis - such as DeceasedRecord Finder, and Email Finder. Data Modeling - Once your data has been appended it can be modeled for increased donor interaction, stewardship, and solicitation. Read full review Easy online bidding process for our participants (especially using the older software). Detailed tracking and organization for our auction staff to manage everything in one place. Excellent and proactive customer service in the months leading up to the event and in-person at the event itself. Read full review Cons Confirmed relationships needs to be a field that can be synced to The Raiser's Edge Philanthropic giving, when synced to the Prospect tab, needs to be able to be sorted by dollar value (like in Excel); this is a change that would need to happen in The Raiser's Edge With increasing competition from other wealth screening vendors, it would be useful if data sources were updated more frequently (i.e. real estate and giving). Read full review Options to personalize the text descriptions used in the registration process. Some of the wording is confusing and there's no option to edit those text boxes. The set-up for the silent auction options is not exactly the easiest to follow for new users. Having some concrete examples or use cases to consult when first setting up would be helpful. It would be great to have a "check for errors" functionality when you're going through the auction set-up. For example, for some reason when our live auction was set up, two items didn't have "Apply Sales Tax" checked and so they got erroneously listed without the sales tax. Given that ALL the other items had sales tax applied, it seems like it should be easy to have something run in the background that flags potential errors for review. Read full review Likelihood to Renew It is ultimately not my call, and we are switching Donor CRMs/fundraising platforms so not sure what that will mean for OneCause.
Read full review Usability I give it this rating because when I first started using OneCause, I was concerned it might be complicated and I could make mistakes that would negatively impact our organization. OneCause's usability has made me feel confident and stress-free in every event we use it for because it is easy to use.
Read full review Reliability and Availability Support staff is there to help out and it is nice knowing there are available on event day as well
Read full review Performance This feature is amazing. Nice to have reports immediately when the event (auction) is over
Read full review Support Rating While there is always room for improvement, I have always had good luck with TA support. There are so many ways to get help! Sometimes I can answer my own question by just accessing the vast Knowledgebase directory. I have been able to get quick answers by initiating a live Chat without having to navigate the call center voice mail options, which can be a little overwhelming. Sometimes my question or problem is more involved and I'll submit a case online. Between email conversations or a phone call, the representatives I've worked with have always been super helpful, never condescending, and they often follow up days later to make sure everything is working well
Read full review They have a fantastic tech support team who typically responds to your questions and concerns within minutes. They are available for emails, phone calls, and have also created videos that walked me through my problems. When you initially get started with their peer2peer platform, they provide you with a consultant whose job is to walk you through setting up your first campaign. You al so receive a specific to you Customer Success Manager who is there for any and all questions and will help you until you find the answers needed!
Read full review In-Person Training Very thorough and made sure I understood the process. Staff were very patient as well listening to my questions and understanding certain procedures. As an older person, I can be scared of technology, but this process was very easy to understand and I feel very confident using it.
Read full review Online Training Very thorough and nice to have a refresher when needed. Nice to see when I haven't used in a little while and refresh my mind how to update.
Read full review Implementation Rating I don't know if my insights are key but I can say that implementation was done in-house without any outside support for the solution. The staff influencing the solution had very little technical expertise and ability as well which showed just how easily the software was to implement.
Read full review Alternatives Considered Currently there are several prospect research software companies on the market, such as
WealthEngine . In my opinion, Target Analytics with the ability of integration between Raiser's Edge and ResearchPoint creates a greater value for an organization.
Read full review We had used
GiveSmart in the past and had issues with connectivity during our event, when our contract was up we decided to investigate other platforms, we looked at more than just those 3, but can't recall the others.
Givebutter - I absolutely LOVE
Givebutter , so simple to use, but it does not offer an auction component and we didn't want to have 2 different systems to use.
Classy - this platform seemed nice but extremely pricy and we still had to do "add-ons". We could not afford it. We went with OneCause in the end because of the simplicity, and training provided and wanted to give the product a try over sticking with
GiveSmart . We are so happy to have made the switch.
Read full review Scalability The product has everything I need
Read full review Return on Investment Address Appends - we are saving tons of money on returned mail, NCOA updates, and ensuring donors are receiving timely correspondence. Data Appends - ensured that we know who we have in our database and how we need to reach each household. Not only through updating records of deceased constituents but knowing the correct email addresses and phones to reach out and share our mission. Prospect Research - allows us to learn more about potential donors, existing donors, and how to create increased donor-centric interactions and solicitations. Read full review Once we joined OneCause for our event fundraising platform we never looked back. Each year we've experienced growth with not only the funds raised but also in the improvement of the event execution. We've learned a tremendous amount for in-person fundraising success through the OneCause team and that has led us to explore virtual and campaign options. The onsite event support has proven so valuable to our event success we have begun budgeting to have that same level of support at all our in-person events. The OneCause event team guides you well during the planning phase and then provides top-notch support and peace of mind the night/day of the event. Read full review ScreenShots