Daxko in Birmingham offers their association management software system, Daxko Operations, which is trained on non-profit issues like cash flow, analytics, and as the name might suggest, operations automation.
N/A
HubSpot CRM
Score 8.4 out of 10
N/A
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
Daxko is great for managing our members. As members enter the organization they are promoted to sign in and the staff are taken to their Daxko page which gives us all of their contact information. This is a helpful feature and I have no complaints. In terms of signing people up for programs through the same system, it can be complicated because there are a lot of extra steps to take in the sign up process
I can't really think of any scenarios or anything where HubSpot is is not appropriate but some areas that HubSpot is well suited like I previously stated is definitely the social media scheduling. Prior to HubSpot I would have to log on to each social account and upload status', images, videos separately and set posting times live whereas now I have control of all of our social channels and can schedule out posts for our most optimal posting days and hours. I also really love the automated workflows, it feels like I don't have to do anything and the CRM is making updates and sending things out to prospects/clients to our liking 24/7 whenever it is most appropriate. It's also really well suited for data tracking whether its my marketing team benefiting or our sales team and managers able to track calls. I know the sales team loves how well organized and grouped their lists and contacts are as it makes it easier for them to communicate within their general sector of the business
Operations provides us with accurate membership billing
We love the access given to us for detailed reporting for memberships and programs
Ease of use and accuracy for our fundraising records and entries
Customer Service with Daxko is top notch! I actually love calling with any issue that I may have, because they seem truly happy to help. Makes it worth while!
Since it is a web based service, I can access it at anytime to correct any issues that may occur.
Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
Automation for follow-up : With its feature called "sequences", follow-up emails made easy.
I have given suggestions to Daxko and they are very receptive to my comments & agree with me. On Engage you can "task" to individual people but, can only "task" a department on an initiative - I'd like the option to task my entire department so whoever has contact with that member first can implement the task. (Side note: the majority of my staff is part-time and do not work consecutive days - this is part an in-house operations issue which is why I made the suggestion for small non-profits such as ourselves)
A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
It is a very intuitive tool that can be used without much training or preparation. You can easily search for what you want and quickly check the information of interest. The system works without any problems; there are no crashes or glitches that could affect daily work. Compared to the systems I've worked on, this one appealed to me the most.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Overall we selected Daxko Operations because it’s used and recommended by YMCAs across the nation. When comparing similar systems we concluded that the features and the price of Daxko were comparable to any of the other systems that promised the same features. Overall we are pleased with our decision.
HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
Online registration for programs has encouraged more people to participate in our programs. They can register in the comfort of their own homes.
We are going 24/7 this month, and with Daxko's Mobile Pass that connects with Operations, we feel that not only will we be able to increase our membership base, but provide a safe and secure environment for our members to access any time of the day!
Everything that Daxko Operations provides to us as customers contributes significantly to our success as a YMCA.
HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information.
The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version.
The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in
