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August 02, 2018
Personify360 is used by my organization, a major non-profit organization active both in the US and Europe, to track our membership base. It maintains all member related information and underpins all related billing activity, which is a major source of revenue for us. While it is used mainly by our membership department, the data it provides us influences just about every aspect of our organization as it's tied to a big part of our earnings.
- What I really like about Personify360 is that, above all, it is easy to use. Individual member files are easy to maintain and edit as needed.
- Personify360 also gets a lot of points for its presentation. We find it simple to understand as a lot of the interface is very intuitive for users. This goes for first time users, which in turn makes this software relatively easy to train new staff on.
- Lastly, Personify360 does a good job of disseminating information. As an organization, we've gained a lot of insight into the inherent data compiled through logging our membership base into the software.
- I believe that some of the different modules could perhaps be combined together. As a non-profit organization, we are very sensitive to cost. So sometimes we're forced to go without some of the desired functionality of additional modules due to cost, which is of course a negative for our operations.
- In my opinion, Personify 360 is not the more 'known' CRM software on the market. This can make it harder to find people with previous experience on it as compared to some other competitors.
The American Urological Association uses Personify to manage all data related to our constituent, companies, and committees. It is our Accounts Receivable as well as our eCommerce system, and we use it to track fundraising, inventory, meetings, miscellaneous and subscription orders. We also track all of our awards and medical transcript records in Personify. There are add-on components that can be purchased separately such as the point-of-sale, which AUA uses to sell our products at onsite meetings. The system includes a robust report writer that allows staff to create their own reports using any field of data in the system.
The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.
The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.
- 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).
- Personify needs to provide a true web-based system.
- Personify does not always think through new offerings making it hard to make a new function or feature work with the existing system. However, they are good with acknowledging and fixing such issues that arise.
- Fundraising module needs to be able to recognize all subsystems when showing a customer's donor history. Currently, the system only shows fundraising subsystem donations in the customer's giving history when there could have been a donation made as part of a membership dues renewal campaign.
Personify360 Scorecard Summary
What is Personify360?
According to the vendor, Personify360 is an industry-leading constituent management and engagement (CME) platform with the most robust and flexible capabilities on the market. The vendor promises that this product is ideal for medium to large organizations, and creates a unified view of constituent data across all channels of engagement. With industry-leading scalability, Personify360 easily manages multiple business lines, complex transactions and is flexible enough to meet the needs of any organization.
Categories: Association Management
Personify360 Screenshots
Personify360 Video
Personify360 Competitors
MemberSuite, iMIS Association Management, Fonteva for Associations
Personify360 Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |