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.
We experienced an outage at Salsa CRM + Engage on Giving Tuesday a couple of years ago that greatly impacted our fundraising efforts - this was the main reason we wanted to switch out of Salsa. EveryAction has greatly helped us with our fundraising efforts - in saving time, …
Salsa Engage I believe is a bit more sophisticated with sending text messages but we ended up choosing EveryAction because of what you get for the price and that you do not need to know how to code--a lot of it is drag and drop for the formatting and that makes my life a lot …
EveryAction is a much more powerful CRM that creates better looking products (emails, newsletters, etc.) but also requires more time to set up (create the templates) and to plug in each time (the coding is more complicated)
EveryAction is the best of those I've worked with in terms of integration. It just works. It takes a little configuration to convert your files, but in the end, it is worth it. Nonprofits can go with cheaper solutions, like Salesforce, but unless you have coding knowledge, …
It is a great tool overall, but it is expensive. Selling it to management to keep as an expense for small nonprofits is challenging. It is a powerful mobilization tool and often underused when compared to the price tag, however. Moreover, it is cumbersome for new users to learn how to use it and there is little in the way of video tutorials.
For smaller organizations who don't have extensive data needs (i.e. not many audiences to segment) and who don't need robust reporting, this works great.
Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc.
The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model
There aren't a lot of other tools out there that make phone banking quite as accessible
EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns
For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form)
Tech support resolutions and turnaround time (when going through basic channels).
Continuity of the software—We recently lost a feature we had enjoyed for the first several months and were told that it is "not currently possible" with our version of VAN—even though we had it.
I wish you could see ALL bulk uploads at ALL times, not just the last 100 batches or lines.
More restrictions regarding image upload. Currently, you can upload any size and insert it. The email will not send correctly but you do not receive an error message.
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.
I have found that system disruptions are rare and find that the communication from Bonterra Development + Digital in those instances to be informative and timely. I can only recall the system being down one or two times in the 8 plus years I have used Bonterra Development + Digital.
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
Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.
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.
We had some issues in the transition. The group that was contracted by EveryAction to transfer our data was not adequate. Information was misplaced, and everything took longer than it was supposed to. However, our personal EveryAction rep was fabulous, and eventually, they made everything right, including giving us some additional time with the rep.
Blackbaud is a Cadillac, and not needed by most small nonprofits of 3 million or less in income. We looked at several prior to choosing EveryAction. We are very pleased with EveryAction but wish that the training was more involved from a corporate perspective and that customer service could actually help more.
It has saved me time because I can create events and connect Zoom directly and immediately save new contacts to my database from the registration.
In targeted emails, we have been able to collect small dollars through low effort fundraising asks.
Negative impact is many of our staff is not able to use it yet due to difficulty of navigation so they are going through user guides and tutorials and training to figure it out.