GoMembers Enterprise association management system is a complete software, services, and support solution for associations and nonprofit organizations of all sizes that are looking to improve member services by streamlining the back office and enhancing front office processes all with one tool. GoMembers Enterprise is now owned and supported by Avolin since being divested by Aptean in 2018.
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ThreeSixty by Personify
Score 8.3 out of 10
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Personify360 is a constituent management and engagement (CME) platform with flexible capabilities. The product is presented as ideal for medium to large organizations, and creates a unified view of constituent data across all channels of engagement. Boasting scalability, Personify360 manages multiple business lines, complex transactions and is flexible enough to meet the needs of any organization.
The product was purchased four years before implementation. After having been stalled for more than a year, we were tapped to get the software setup and implemented on a tight six-month deadline. And because we hadn't been involved in the selection process and primary setup, we basically had to start from scratch. I can't say what questions were asked, since I wasn't a part of the selection process, but if you are - and beyond anything else - know upfront what your overall business objective goals and end results are before selecting a product. If the product doesn't meet your needs - with or without modification - keep moving. Research, research, research.
Personify360 is a very robust CRM, so it can be a valuable asset to any organization that needs to monitor or track large groups of individuals, be it clients, members, subcontractors, etc. Due to the size of our organization, we have not really pushed the limits of the software's capacity. Nevertheless, its price point made it a very viable option for us when we reviewed it against our competitors. Installation and adoption was generally painless, and we've had no issue with it on the IT side of things.
Personify is customer centric. The system tracks everything on a customer such as their orders, awards, donations, biographies, demographics, transcripts, etc.
Personify is our Accounts Receivable system. It integrates very well with Microsoft Dynamics and has an eCommerce component that integrates nicely with our AUANet.org website. It also provides an infrastructure that allows us to manage other sections (chapters) and societies.
Reporting is made easy with many canned reports, batch reporting processes, and report writing tools built into the system. You can also easily add Crystal Reports to the system navigation without needed a full license of the software (uses a run-time version).
The new customer service portal seems to be missing a lot of the product documentation/training manuals. In order to access them, I had to submit a ticket and receive a file via FTP.
The process by which to get a quote or proposal has been sometimes challenging and lengthy. It's certainly been a point of frustration from time to time.
The GoMembers (Association Management System) product has changed the way we do business, but some of the functionality seems to be incomplete or missing. Basic functionality of certain processes within the system are cumbersome or just don't make much sense to our technical team, or the end user.
As with any company, we are always looking and interested in technology that can make our operations run smooth. I don't believe we'll be changing providers anytime soon, however if our needs grow and Aptean/GoMembers isn't capable of that functionality we will be required to look elsewhere
Some of the GoMembers CRM is intuitive, some is counter-intuitive. What might seem like common sense to me might not to another user. Having been through the setup of the product, it's easier for me to anticipate the steps needed to complete a task. For the average user, possibly not.
Support from our project manager and trainers was bar-none. They were there both before and after Go-Live, answering questions and anticipating any snags along the way.
Although my usage of Oracle software was different in nature to Personify360, I prefer the Personify360 interface as it I found it more easier to use and needing less training to accomplish my tasks. I also believe that Personify360 was a less expensive option, while still offering essentially the same functionality. I can't speak for the support aspect of this software, as we never really need it!
Upgrading to the GoMembers system has led us to initiate and complete a company wide overhaul. We have streamlined many administrative functions, reduced time spent manually tracking certain information. Although we are less than one year of being live with the system, countless hours of staff time has been saved due to system driven changes and improvements.
Personify has positively impacted our single sign-on (SSO) process requiring every user to have a unique email address in the system. This allowed for less duplicate records in the system and it improved our system's security.
Another positive experience was implementing the Personify Awards system. We used MS Access to manage our awards in the past, and it another easy implementation that now allows our staff to see this information along with all the other customer information in one location.
Personify eBusiness (eCommerce system) includes all the web and data services needed to integrate our software applications as well as other vendor software applications. It has allowed us to add much more functionality to our existing systems while making it seamless to our customers.
The only negative impact at this point is not having a truly web-based system because that would make the system more efficient for our remote staff.
