Bonterra EveryAction enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
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Fundraising Report Card
Score 9.4 out of 10
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MarketSmart in College Park offers the Fundraising Report Card, an analytics platform supporting nonprofits with feedback on the success of their fundraising efforts.
Bonterra EveryAction is a good CRM to use if your company has institutional fundraisers, grants, and individual fundraising, as it is suited to manage the processes that go along with all of those. I've heard that SalesForce has more functionality than Bonterra EveryAction, but I think that Bonterra EveryAction has plenty to learn and is extremely useful.
One stop shop for creating newsletters, sending them out to mailing lists, and tracking analytics (including donations).
Grants management (we are able to track funds received, reports due, and all points of contact associated with a given donor organization).
Contact records (the new contact record feature makes it easy to find past donation history, demographic information, survey responses, communication preferences, etc. for a given contact. We are also able to import information from our donor prospect software into the contact record so everything is in one place).
It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]
The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.
We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
The only issue I have had with availability is when I don't have my work phone with me, which prevents me from providing a multi-factor authentication code to access the portal. Other than that, I have not had an issue with availability or outages.
I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
It natively integrated with NGP Van extremely well. it also integrated very well with our zoom platform and our use of the Mobilize platform. The bulk upload feature allowed us to move large amounts of initial data into the platform easily. The removal of duplicates was also a fairly easy task.
Nation Builder—I would say this is a very pared-down version of VAN that requires extensions and outside software to do about 80% of what VAN can do natively. NB does have a better geocoding system that can geocode a location with just the address and does not require coordinates.
Communicating with your audiences at a regular pace is a good thing, and Bonterra Development + Digital makes that easy enough to do. We see lower-than-normal open rates for our industry (per one study I read), but our overall reach is better than had we nothing. It's hard to give the credit for that to Bonterra Development + Digital.
While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
We don't have to guess whether or not our strategies are working. We know.
