Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.
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Influitive
Score8 out of 10
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AdvocateHub helps B2B marketers capture customer enthusiasm and use it to drive marketing and sales efforts. With AdvocateHub, B2B marketers build an advocate community and invite customers into it to complete “challenges” like referrals, reference calls or product reviews. As they complete challenges, advocates gain points, badges and levels which can be used for a variety of perks and privileges.
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Pricing
IMS Platform
Influitive
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
IMS Platform
Influitive
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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To learn more about Influitive's pricing, please reach out to a member of our sales team.
In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have seen success with information sharing. Giving customers another way to access our resources has been a huge help for them. While we see good engagement numbers there are still some limitations to getting our advocates to complete the 'harder' challenges, like a testimonial or reference
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Admin view is not as intuitive as the user view and the functionality just isn't as great. I wish it had almost the same layout/interface as how the customer sees it so I didn't have to constantly enter Preview mode.
I wish there were more included integrations in the regular Influitive package.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Depending on the cost and new features to be added, our company might be motivated to renew the use of Influitive. However, a lot depends on the year to come and the enhancements that can better our experience and add more gamification to the platform. Adding elements that can woo our target audience.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall, Influitive is very easy to use for customers. There's a bit of a learning curve for new admins, but that's only because Influitive isn't always intuitive. The UI is confusing in certain places. I expect something to be in one place, and I find it somewhere else entirely. This is the only reason my usability rank isn't higher
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Yes, always available and extremely quick. The availability is 10 on 10 for sure. We also have situations where their team might not be working or on a holiday, but if we have an event, they are available and ensure smooth running. That is the beauty of having Influitive take care of you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Influitive AdvocateHub interacts with Blackbaud Champions and is an on-time response system. What I mean by that is once data is entered in Influitive AdvocateHub, it is updated in real time and I can access a computer and the data is there immediately. Sometimes the rewards do not show up right away and I am under the assumption that the delay is caused by an influx of traffic.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If a problem can be easily addressed, Influitive Support is all over it! They're fast and always easy to work with. Some of the larger, or more unique problems, can get a little lost. I'd love to see a bit more follow-up on these more important issues, instead of me needing to reach out to find the status of a previously submitted issue. Overall, everyone at Influitive is kind and wants to help!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was taught and made to show all features that could help me learn more about the platform and this was great hands-on training for me. I picked up things faster than others and did have time to create challenges and make changes while someone was around to supervise and help.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The training was extensive and gave me the knowledge/ skills that I needed in order to implement my advocacy program using Influitive's Advocate Hub. I also meet on a regular basis with my Customer Success Manager. My Success Manager helps give me ideas for my program and helps me ensure that it's successful. Influitive is really invested in my success. They act more like a partner than a vendor
I think some of the key insights I can put forward are all aligned to simply being organized. Make sure you have a well thoughts out plan where you have taken all factors into account. Prioritize the list of deliverables, and make sure you have all the right people alighed to assist internally & externally. If you have a well organized plan you will be set up for success.
We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Vanilla is great for forums, but they don't have the gamification/challenges piece that is so important toward building advocacy. I've found a similar circumstance with Salesforce communities--good if you're looking primarily for crowdsourced tech support and QA, but nothing "sticky" for really building a thriving community, or the advocacy piece
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Influitive has helped us generate hundreds of reviews on sites like G2, TrustRadius, and Capterra, which has resulted in various awards and positive placement on grid reports.
Influitive has helped us generate dozens of case studies and hundreds of quotes that can be used in sales and marketing campaigns.
Influitive has generated thousands of survey responses to help our product team better understand what our customers want, which has had a direct impact on our product roadmap.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
