Optimy vs. YourCause CSRconnect

Optimy is great if you get quotes from different channels and work on multiple projects since it helps you summarise and see individual quotes project-wise. I would definitely recommend it if you are overwhelmed and need more structure and speed with your grant management process.

Incentivized

It is a great solution for a company that is looking to have a one-stop shop for employee volunteering and giving. It integrates with VolunteerMatch and Workday which is very helpful as the former feeds community volunteer opportunities to our company portal, and the latter is how payroll deductions get processed

Incentivized

• Grant Management
• Project Management
• Quote Invitation
• Great UX

Incentivized

• Dollars for Doers Volunteer Grant program features are very easy to use and manage.
• Cause cards are a great incentive available through CSR connect.
• Searching for charities to contribute dollars to is easy to navigate.
• The Engagement Elements are very user-friendly and easy to update on the admin side. Our employees love them and how easy they are to find and click through.

Incentivized

• Find/Search option needs to find more option rather than
• Ability to custom brand reports based on brands

Incentivized

• Date/calendar feature is rough - it automatically puts in a year out so you have to correct that and the time zone needs to automatically populate as it's a huge list that confuses most people.
• The search feature overall - not intuitive and clunky and usually inaccurate - needs to be fine tuned as well as broadened to include everything associated with a particular event or user - having said that they have made great improvements in this in the recent future so that's something to be grateful for.

Incentivized

We have thoroughly enjoyed our relationship with CSRconnect and YourCause/Blackbaud thus far.

Incentivized

The usability of CSRconnect is light years ahead of our last program and we are so thankful for this. Some of our employees get intimidated by using the computer so it is helpful when the site is user-friendly and welcoming for our employees. They are also easily able to find events in the portal.

Incentivized

It is available when needed. It can be very slow at times.

Incentivized

We do have issues with having to reload pages when we are working on reports or engagement tiles. If we dont reload something the information that we have been working to input in to the site or the reports do not save. This can be frustrating when we are on time constraints

Incentivized

The implementation process was a bit rocky but ended up okay. The account manager is new and still learning himself so many of our questions are answered with "let me look into that and get back to you". He absolutely gets back to us and is very nice but not always very knowledgeable which can get frustrating.

Incentivized

It was a little challenging doing training on line i think in person may have been a little easier. we also did training before we had access to certain things so when the time came to use that training we had questions that came up that were not apart of the initial training.

Incentivized

The implementation of CSRconnect takes way, way too long. Having to take down your entire CSR site for weeks, if not months, is an issue. Issues still arise from the implementation in terms of ensuring that reports and statistics on active users are pulling properly, as well as the transfer of information from one system to another. Some of this is definitely to be expected, as transferring this much information is a challenge. However, I would hope that issues would have been resolved by now

Incentivized

It has worked for our large company fine.

Incentivized

• Improved speed
• Can accept more quotes
• Added competitiveness

Incentivized

• We have been able to more accurately track global volunteerism.
• Having an online platform for employees to organize their team volunteer projects has been wonderful. They are either doing more of them (we are so busy) or they were always doing all these activities but we are just finally aware of them because there is a platform to use now.
• Reporting is not as flexible nor robust as we need it. Still doing many manual steps to get the data how we need it.

Incentivized