Likelihood to Recommend
As United Way, we are unique, in that we collect pledges in a fiscal year, but the payments on those pledges are made in a calendar year. For example, the pledges are received in the fall. Beginning in January, payments on those pledges begin through December. So, the opposite of a fiscal year. It makes Viewing our actual dollars and pledges extremely difficult. We must run multiple reports every day to be able to see what I need to see on a daily basis.
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Raisers Edge is outstanding for storing and reporting on constituent data and communications. There are many options for creating methods of tracking by different information included and also for creating personalized tracking methods.
Raisers Edge is not very well suited for an organization that also has a gift shop and visitors center. Allowing membership admission and item sales is not practical.
Read full review Pros 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) Read full review Raiser's Edge is good in allowing detailed categorizations for donations - Funds/Campaigns/Appeals/Packages Raiser's Edge has good query functioning and is helpful in pulling lists and segments of constituents and donations The variety of detail across sections (Gifts/Bios/Actions) is helpful for recording and archiving constituent information Read full review Cons Event Summaries & Contributions - I wish we could add more than one contribution to an event at a time; this ends up taking hours to apply for donations. Volunteer Activity and Scheduling - there is currently not a robust Volunteer section to schedule and track. Faith Tracking - a space for churches, pastors, etc. would be great so we don't have to use Custom Contact Fields. Planned Giving - needs a tab in the 'View All Details" view, currently only in 'View Contact Record" mode. Primary Contact - needs multiple options with labels. We have many contacts at the same place and Relationships don't always have the right option. Read full review Data posting to Financial Edge (FE) is limited and complicated to understand (took us time to adjust). The posting report does not have enough info: Appeal, campaign and who posted to FE. In genereral, RE/FE integration is not explained by Blackbaud properly, we had to figure out everything on the go. Volunteer module is a bit cumbersome; some fields have duplicate fields in the event module; the identical information ends up being recorded in two different places. Read full review Likelihood to Renew
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!
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There are many CRM tools on the market however Raisers Edge especially with NXT offers everything you need in one database. It’s a little pricey however Blackbaud support is super helpful and they offer so many tools and add ins.
Read full review Usability
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.
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it does lots of things well (prospect tracking and event management), some things FANTASTIC (gift records and donations and relationships). It is rigid enough for the database administrator to maintain good clean data, but flexible enought for customization across organizations so specific data can be kept as needed for YOUR specific organization needs.
Read full review Reliability and Availability
Before the pandemic, tech support was 10/10, but now it’s a little harder to get ahold of someone. I completely understand the difficulty now with working from home and everything so I’m not upset, it just does cause a little worry when I’m pressed for time. A lot of it is my fault for leaving things to the last minute though :/
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Since the software is expensive to use, only so many people are able to active users at once. There are times when I may have to wait or ask another user to log out so that I may log in.
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Will not go higher than 8 because of how often I end up locked out
Read full review Support Rating
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
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For most users, only chat support is available. There is a phone number, but it is very labor-intensive to get someone on the phone, and the chat does not include an easy way to screen share. Those sessions need to be scheduled in advance and almost begged for; the chat line always has a long wait time, and sometimes it seems their support personnel is chatting with more than one client at a time.
Read full review Online Training
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.
Read full review Implementation Rating
I don't have any specific key insights as they relate to the implementation of EveryAction. However, generally speaking, our team has enjoyed the updates that EveryAction has come out with and implementation has been a breeze for us. EveryAction is a tool that is easy to train new members on and we've been able to maintain and even grow our audience base through the use of EveryAction.
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It's critically important to consider where you are taking your fundraising efforts and strategy, and to collaborate closely with other departments who will also use RE. I would strongly recommend that you investigate best practices -both from Blackbaud (theory) and with other organizations (practice) - to create a user manual and guide for RE within your organization
Read full review Alternatives Considered
Because EveryAction was developed by a team with plenty of experience in both non-profit and political work, it was far more tailored to our needs than either
(which caters more to for-profit businesses than non-profits focused on advocacy) or
(which caters more to political work than non-profit work).
Read full review Salesforce
has a more modern feel and I felt that it was easier to perform functions beyond the basics, such as running reports for analysis, on
. But The Raisers Edge already existed at my company and given that I only needed it for basic functions and did not need much training to do those, I decided to use The Raisers Edge.
Read full review Scalability
It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.
Read full review Return on Investment 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. Read full review It takes longer than necessary to do things so that makes it cost more staff time to complete the work we need. One example is with online gifts since you can't import these into a batch we have to manually add all of the online gifts which is time consuming. Read full review ScreenShots