ThreeSixty by Personify vs. Sociatio

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.

Incentivized

• 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).

Incentivized

• UI could be made much more user friendly
• Steep learning curve
• Faster upgrades to accommodate remote work setting

Incentivized

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!

Incentivized

• 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.

Incentivized